We are live on ! Find out more
RY icon

Royal Bank of Canada

355 hedge funds and large institutions have $44.4B invested in Royal Bank of Canada in 2013 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 126 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 32

3% more funds holding

Funds holding: 344355 (+11)

5% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 120

4% more capital invested

Capital invested by funds: $42.8B → $44.4B (+$1.6B)

0.72% less ownership

Funds ownership: 46.44%45.72% (-0.72%)

1% less call options, than puts

Call options by funds: $268M | Put options by funds: $271M

12% less funds holding in top 10

Funds holding in top 10: 4237 (-5)

Holders
355
Holders Change
+11
Holders Change %
+3.2%
% of All Funds
10.3%
Holding in Top 10
37
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.9%
% of All Funds
1.07%
New
49
Increased
126
Reduced
120
Closed
32
Calls
$268M
Puts
$271M
Net Calls
-$3.15M
Net Calls Change
-$94.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
226
Bessemer Group
New Jersey
$476K +$398K +6,000 +558%
Millennium Management
227
Millennium Management
New York
$470K -$5.14M -77,532 -92%
PP
228
Patten & Patten
Tennessee
$470K +$6.63K +100 +1%
WG
229
Welch Group
Alabama
$461K
CCMG
230
Clark Capital Management Group
Pennsylvania
$455K -$3.91K -59 -0.9%
SIC
231
Shoker Investment Counsel
Ohio
$448K +$441K +6,657 New
KFA
232
Kays Financial Advisory
Georgia
$429K +$423K +6,380 New
WCF
233
West Coast Financial
California
$418K +$6.3K +95 +2%
IPC
234
Independent Portfolio Consultants
Florida
$417K +$39.5K +595 +11%
KFC
235
Klingenstein Fields & Co
New York
$416K
SAM
236
Summit Asset Management
Tennessee
$409K -$5.3K -80 -1%
CTC
237
Central Trust Company
Missouri
$399K +$9.95K +150 +3%
NCM
238
Novare Capital Management
North Carolina
$395K -$214K -3,230 -35%
HB
239
Homrich & Berg
Georgia
$389K +$383K +5,779 New
SCM
240
Sterling Capital Management
North Carolina
$385K
JMFC
241
J.M. Forbes & Co
Massachusetts
$376K
AIG
242
American International Group
New York
$373K +$928 +14 +0.3%
AP
243
Advisor Partners
California
$370K +$26.3K +396 +8%
TH
244
Timber Hill
Connecticut
$356K +$351K +5,298 New
ST
245
Smithfield Trust
Pennsylvania
$354K +$81.3K +1,226 +30%
PP
246
Palladium Partners
Virginia
$350K -$53K -800 -13%
AAM
247
Advisors Asset Management
Colorado
$349K -$68.2K -1,028 -17%
D.E. Shaw & Co
248
D.E. Shaw & Co
New York
$343K -$2.72M -40,994 -89%
BCM
249
BTR Capital Management
California
$336K
PAM
250
Palisade Asset Management
Minnesota
$336K

RY Hedge Fund Activity: Q4 2013 in Review

355 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2013, worth a combined $44.4B — up 3.7% from $42.8B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new RY positions and 32 closed out — a net gain of 17 holders — while 126 added to existing stakes and 120 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $145M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $223M sold.

  • 355 institutional investors held Royal Bank of Canada (RY) as of Q4 2013, up from 344 in Q3 2013.
  • Funds reported $44.4B of Royal Bank of Canada stock for Q4 2013, up 3.7% quarter-over-quarter.
  • 49 funds opened new Royal Bank of Canada positions in Q4 2013 and 32 closed out, a net change of +17 holders.
  • The largest Royal Bank of Canada buyer in Q4 2013 was Credit Suisse, an estimated $145M added.
  • The largest Royal Bank of Canada seller in Q4 2013 was Capital Research Global Investors, an estimated $223M sold.

Based on aggregated 13F filings for Q4 2013.