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RTB

RTB Digital

16 hedge funds and large institutions have $1.43M invested in RTB Digital in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more capital invested

Capital invested by funds: $529K → $1.43M (+$897K)

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

7% more funds holding

Funds holding: 1516 (+1)

0.08% more ownership

Funds ownership: 0.1%0.18% (+0.08%)

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
3
Closed
3
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$44K
Name Holding Trade Value Shares
Change
Change in
Stake
CH
1
CVI Holdings
Delaware
$747K +$533K +5,105 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$284K +$13.6K +130 +7%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$134K +$8.46K +81 +10%
AIA
4
Allied Investment Advisors
Montana
$61.1K
BlackRock
5
BlackRock
New York
$60.4K
Marshall Wace
6
Marshall Wace
United Kingdom
$43.4K
WWM
7
Wolff Wiese Magana
California
$35K -$7.94K -76 -24%
Morgan Stanley
8
Morgan Stanley
New York
$25.5K +$9.09K +87 +99%
Osaic Holdings
9
Osaic Holdings
Arizona
$9.8K -$1.36K -13 -16%
ASN
10
Advisory Services Network
Georgia
$9.73K +$7K +67 New
TRCT
11
Tower Research Capital (TRC)
New York
$7.76K -$2.61K -25 -32%
PCMC
12
Planning Capital Management Corporation
Pennsylvania
$5.58K +$3.97K +38 New
NA
13
NewEdge Advisors
Louisiana
$1.09K
Wells Fargo
14
Wells Fargo
California
$508 +$209 +2 +200%
FSWA
15
Financial Synergies Wealth Advisors
Texas
$464 +$2.72K +26 +867%
FFA
16
Farther Finance Advisors
California
$137 +$104 +1 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$13
JP Morgan Chase
18
JP Morgan Chase
New York
$8
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$8
UBS Group
20
UBS Group
Switzerland
$4 -$209 -2 Closed
Bank of America
21
Bank of America
North Carolina
$4
Citigroup
22
Citigroup
New York
$4
Renaissance Technologies
23
Renaissance Technologies
New York
-$67K -636 Closed

RTB Hedge Fund Activity: Q4 2023 in Review

16 of the 6,864 institutional investors tracked by Wall St. Rank reported a position in RTB Digital (RTB) for Q4 2023, worth a combined $1.43M — up 170% from $529K a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RTB positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.

The largest buyer was CVI Holdings, opening a new position worth an estimated $533K. The largest seller was Renaissance Technologies, exiting entirely with an estimated $67K sold.

  • 16 institutional investors held RTB Digital (RTB) as of Q4 2023, up from 15 in Q3 2023.
  • Funds reported $1.43M of RTB Digital stock for Q4 2023, up 170% quarter-over-quarter.
  • 4 funds opened new RTB Digital positions in Q4 2023 and 3 closed out, a net change of +1 holder.
  • The largest RTB Digital buyer in Q4 2023 was CVI Holdings, an estimated $533K added.
  • The largest RTB Digital seller in Q4 2023 was Renaissance Technologies, an estimated $67K sold.

Based on aggregated 13F filings for Q4 2023.