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RB Global

420 hedge funds and large institutions have $13.3B invested in RB Global in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 148 increasing their positions, 141 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $52.7M | Put options by funds: $37.6M

38% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 53

6% more capital invested

Capital invested by funds: $12.6B → $13.3B (+$705M)

4.74% more ownership

Funds ownership: 89.89%94.63% (+4.7%)

3% more funds holding

Funds holding: 408420 (+12)

5% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 141

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
420
Holders Change
+12
Holders Change %
+2.94%
% of All Funds
6.07%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.23%
New
73
Increased
148
Reduced
141
Closed
53
Calls
$52.7M
Puts
$37.6M
Net Calls
+$15.2M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.87B +$41.8M +557,651 +2%
BlackRock
2
BlackRock
New York
$1.11B +$568M +7,577,267 +109%
IFP
3
Independent Franchise Partners
United Kingdom
$899M -$148M -1,980,187 -14%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$760M -$11.5M -153,032 -2%
EIG
5
EdgePoint Investment Group
Ontario, Canada
$649M -$4.04M -53,920 -0.6%
Vontobel Holding
6
Vontobel Holding
Switzerland
$590M +$573M +7,639,747 +8,573%
BGC
7
Beutel, Goodman & Co
Ontario, Canada
$518M -$7.38M -98,465 -1%
State Street
8
State Street
Massachusetts
$377M +$163M +2,168,558 +78%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$274M +$23.6M +314,461 +10%
ACH
10
ArrowMark Colorado Holdings
Colorado
$264M -$10M -133,758 -4%
Boston Partners
11
Boston Partners
Massachusetts
$261M +$29.2M +389,463 +13%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$256M +$14.5M +193,522 +6%
CB
13
Cooke & Bieler
Pennsylvania
$253M +$8.17M +109,056 +3%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$240M +$12.7M +168,945 +6%
EAM
15
Eagle Asset Management
Florida
$223M -$21.7M -289,906 -9%
RP
16
Riverbridge Partners
Minnesota
$221M -$28.1M -374,832 -11%
Norges Bank
17
Norges Bank
Norway
$175M +$4.16M +55,476 +2%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$170M +$26.1M +347,699 +18%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$159M -$36.2M -483,329 -19%
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$148M -$162M -2,160,484 -53%
Invesco
21
Invesco
Georgia
$141M +$8.39M +112,013 +6%
Citadel Advisors
22
Citadel Advisors
Florida
$125M +$38.1M +508,061 +45%
JP Morgan Chase
23
JP Morgan Chase
New York
$121M -$26.3M -351,488 -18%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$114M -$7.41M -98,846 -6%
Charles Schwab
25
Charles Schwab
California
$112M +$32.2M +429,420 +41%

RBA Hedge Fund Activity: Q2 2024 in Review

420 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q2 2024, worth a combined $13.3B — up 5.6% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new RBA positions and 53 closed out — a net gain of 20 holders — while 148 added to existing stakes and 141 trimmed.

The largest buyer was Vontobel Holding, adding an estimated $573M. The largest seller was Adage Capital Partners, cutting an estimated $162M.

  • 420 institutional investors held RB Global (RBA) as of Q2 2024, up from 408 in Q1 2024.
  • Funds reported $13.3B of RB Global stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 73 funds opened new RB Global positions in Q2 2024 and 53 closed out, a net change of +20 holders.
  • The largest RB Global buyer in Q2 2024 was Vontobel Holding, an estimated $573M added.
  • The largest RB Global seller in Q2 2024 was Adage Capital Partners, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2024.