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Royal Bank of Canada

447 hedge funds and large institutions have $50B invested in Royal Bank of Canada in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 127 increasing their positions, 157 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $320M | Put options by funds: $221M

18% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 45

4% more capital invested

Capital invested by funds: $48B → $50B (+$1.98B)

0% more funds holding

Funds holding: 446447 (+1)

1.43% less ownership

Funds ownership: 47.84%46.41% (-1.4%)

2% less funds holding in top 10

Funds holding in top 10: 5150 (-1)

19% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 157

Holders
447
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
11.13%
Holding in Top 10
50
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.96%
% of All Funds
1.24%
New
53
Increased
127
Reduced
157
Closed
45
Calls
$320M
Puts
$221M
Net Calls
+$99.2M
Net Calls Change
-$83.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
226
HighTower Trust
Texas
$1.14M
AIA
227
Avalon Investment & Advisory
Texas
$1.12M -$180K -2,480 -14%
BHC
228
Bowen Hanes & Co
Florida
$1.1M
TW
229
Transform Wealth
Colorado
$1.04M +$1.04M +14,294 New
JWM
230
Jacobus Wealth Management
Wisconsin
$1.03M
TCT
231
TIAA CREF Trust
Missouri
$1.03M -$7.46K -103 -0.7%
AMIM
232
Aull & Monroe Investment Management
Alabama
$1.02M
MFBTD
233
MB Financial Bank - Trust Department
Illinois
$1.02M +$11.1K +153 +1%
BBHC
234
Brown Brothers Harriman & Co
New York
$1.01M
LTFS
235
Ladenburg Thalmann Financial Services
Florida
$998K -$120K -1,650 -10%
IMOV
236
Investment Management of Virginia
Virginia
$976K -$39.9K -550 -4%
SSWM
237
Sheets Smith Wealth Management
North Carolina
$969K +$580 +8 +0.1%
DC
238
Davenport & Co
Virginia
$947K -$16.3K -225 -2%
GC
239
Guggenheim Capital
Illinois
$945K -$3.04M -41,895 -76%
Balyasny Asset Management
240
Balyasny Asset Management
Illinois
$897K +$891K +12,300 New
LNWWM
241
Laird Norton Wetherby Wealth Management
California
$895K +$69.4K +958 +8%
MC
242
Moors & Cabot
Massachusetts
$881K -$10.3K -142 -1%
AIA
243
Armor Investment Advisors
North Carolina
$870K -$7.25K -100 -0.8%
AG
244
Advisor Group
Arizona
$864K +$37.3K +515 +5%
GH
245
GAM Holding
Switzerland
$847K +$317K +4,376 +60%
LCM
246
Logan Capital Management
Pennsylvania
$838K -$129K -1,775 -13%
QT
247
Quantbot Technologies
New York
$838K +$775K +10,698 +1,331%
GWM
248
Geneos Wealth Management
Colorado
$834K +$580 +8 +0.1%
SCCM
249
Schafer Cullen Capital Management
New York
$831K -$138K -1,900 -14%
MPIA
250
Mountain Pacific Investment Advisers
Idaho
$827K

RY Hedge Fund Activity: Q1 2017 in Review

447 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q1 2017, worth a combined $50B — up 4.1% from $48B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new RY positions and 45 closed out — a net gain of 8 holders — while 127 added to existing stakes and 157 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $147M. The largest seller was 1832 Asset Management, cutting an estimated $1.32B.

  • 447 institutional investors held Royal Bank of Canada (RY) as of Q1 2017, up from 446 in Q4 2016.
  • Funds reported $50B of Royal Bank of Canada stock for Q1 2017, up 4.1% quarter-over-quarter.
  • 53 funds opened new Royal Bank of Canada positions in Q1 2017 and 45 closed out, a net change of +8 holders.
  • The largest Royal Bank of Canada buyer in Q1 2017 was Bank of Montreal, an estimated $147M added.
  • The largest Royal Bank of Canada seller in Q1 2017 was 1832 Asset Management, an estimated $1.32B sold.

Based on aggregated 13F filings for Q1 2017.