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RB Global

479 hedge funds and large institutions have $15.5B invested in RB Global in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 164 increasing their positions, 154 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

52% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $48.8M

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

14% more capital invested

Capital invested by funds: $13.6B → $15.5B (+$1.89B)

8% more funds holding

Funds holding: 445479 (+34)

1.6% more ownership

Funds ownership: 91.31%92.91% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 154

Holders
479
Holders Change
+34
Holders Change %
+7.64%
% of All Funds
6.31%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
79
Increased
164
Reduced
154
Closed
38
Calls
$74.3M
Puts
$48.8M
Net Calls
+$25.5M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.25B +$32.1M +358,752 +1%
BlackRock
2
BlackRock
New York
$1.36B +$49.5M +553,051 +4%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$892M -$6.46M -72,209 -0.7%
IFP
4
Independent Franchise Partners
United Kingdom
$872M -$94.6M -1,057,725 -10%
Vontobel Holding
5
Vontobel Holding
Switzerland
$762M +$67.4M +753,700 +10%
EIG
6
EdgePoint Investment Group
Ontario, Canada
$736M -$16.2M -181,064 -2%
BGC
7
Beutel, Goodman & Co
Ontario, Canada
$541M -$58.9M -657,819 -10%
State Street
8
State Street
Massachusetts
$477M +$21.3M +237,797 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$357M +$23.7M +264,778 +7%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$307M +$1.78M +19,895 +0.6%
Boston Partners
11
Boston Partners
Massachusetts
$299M +$19.2M +214,181 +7%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$290M +$11.2M +125,275 +4%
CB
13
Cooke & Bieler
Pennsylvania
$284M -$5.87M -65,600 -2%
Raymond James Financial
14
Raymond James Financial
Florida
$266M +$264M +2,950,312 New
Fidelity Investments
15
Fidelity Investments
Massachusetts
$253M +$145M +1,623,429 +137%
ACH
16
ArrowMark Colorado Holdings
Colorado
$217M -$38.6M -430,981 -15%
Norges Bank
17
Norges Bank
Norway
$210M +$1.64M +18,382 +0.8%
RP
18
Riverbridge Partners
Minnesota
$201M -$47.5M -531,401 -19%
Fidelity International
19
Fidelity International
Bermuda
$183M +$37.9M +424,060 +26%
Invesco
20
Invesco
Georgia
$173M +$9.54M +106,627 +6%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$166M -$7.43M -83,064 -4%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$161M -$58.3M -651,162 -27%
Charles Schwab
23
Charles Schwab
California
$131M -$93.7K -1,047 -0.1%
Northern Trust
24
Northern Trust
Illinois
$126M +$14.7M +163,820 +13%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$123M -$4.74M -52,987 -4%

RBA Hedge Fund Activity: Q4 2024 in Review

479 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q4 2024, worth a combined $15.5B — up 14% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RBA positions and 38 closed out — a net gain of 41 holders — while 164 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $145M. The largest seller was Independent Franchise Partners, cutting an estimated $94.6M.

  • 479 institutional investors held RB Global (RBA) as of Q4 2024, up from 445 in Q3 2024.
  • Funds reported $15.5B of RB Global stock for Q4 2024, up 14% quarter-over-quarter.
  • 79 funds opened new RB Global positions in Q4 2024 and 38 closed out, a net change of +41 holders.
  • The largest RB Global buyer in Q4 2024 was Fidelity Investments, an estimated $145M added.
  • The largest RB Global seller in Q4 2024 was Independent Franchise Partners, an estimated $94.6M sold.

Based on aggregated 13F filings for Q4 2024.