We are live on ! Find out more
RY icon

Royal Bank of Canada

656 hedge funds and large institutions have $63.1B invested in Royal Bank of Canada in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 211 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 46

7% more funds holding

Funds holding: 613656 (+43)

4% more capital invested

Capital invested by funds: $60.7B → $63.1B (+$2.38B)

0% more funds holding in top 10

Funds holding in top 10: 5454 (0)

0% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 211

0.39% less ownership

Funds ownership: 42.59%42.2% (-0.39%)

40% less call options, than puts

Call options by funds: $590M | Put options by funds: $984M

Holders
656
Holders Change
+43
Holders Change %
+7.01%
% of All Funds
10.1%
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.83%
New
98
Increased
211
Reduced
211
Closed
46
Calls
$590M
Puts
$984M
Net Calls
-$394M
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
226
Mariner
Kansas
$2.51M +$111K +1,066 +5%
ASN
227
Advisory Services Network
Georgia
$2.47M -$52.4K -505 -2%
CCM
228
Cox Capital Management
Massachusetts
$2.45M +$93.9K +905 +4%
William Blair & Company
229
William Blair & Company
Illinois
$2.44M -$28.9K -278 -1%
YCM
230
Yousif Capital Management
Michigan
$2.35M +$2.3M +22,180 New
CWP
231
CFM Wealth Partners
Texas
$2.29M
B
232
Brightworth
Georgia
$2.29M +$15.6K +150 +0.7%
CI
233
Cigna Investments
Connecticut
$2.24M -$30.2K -291 -1%
JMPWA
234
JP Morgan Private Wealth Advisors
California
$2.2M -$81K -780 -4%
WA
235
Wambolt & Associates
Colorado
$2.18M +$142K +1,368 +7%
Baird Financial Group
236
Baird Financial Group
Wisconsin
$2.13M +$53.6K +516 +3%
BWL
237
Bogart Wealth LLC
Virginia
$2.09M
DC
238
Davenport & Co
Virginia
$1.96M +$172K +1,657 +10%
AP
239
Advisor Partners
California
$1.95M +$40K +385 +2%
BCM
240
Bluefin Capital Management
New York
$1.9M +$1.86M +17,900 New
CTA
241
Colonial Trust Advisors
South Carolina
$1.87M -$12.2K -118 -0.7%
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$1.85M +$1.81M +17,414 New
DHFB
243
Dixon Hubard Feinour & Brown
Virginia
$1.84M +$1.8M +17,365 New
LCM
244
Logan Capital Management
Pennsylvania
$1.84M -$19.2K -185 -1%
ANTB
245
AMG National Trust Bank
Colorado
$1.84M
ISWM
246
Independent Solutions Wealth Management
New York
$1.82M +$172K +1,658 +11%
BB
247
Busey Bank
Illinois
$1.8M -$123K -1,181 -6%
PFPT
248
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.8M +$3.63K +35 +0.2%
RA
249
RFG Advisory
Alabama
$1.8M +$415 +4 +0%
BWM
250
BerganKDV Wealth Management
Minnesota
$1.79M -$84.3K -812 -5%

RY Hedge Fund Activity: Q4 2021 in Review

656 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2021, worth a combined $63.1B — up 3.9% from $60.7B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new RY positions and 46 closed out — a net gain of 52 holders — while 211 added to existing stakes and 211 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $214M. The largest seller was Bank of Montreal, cutting an estimated $752M.

  • 656 institutional investors held Royal Bank of Canada (RY) as of Q4 2021, up from 613 in Q3 2021.
  • Funds reported $63.1B of Royal Bank of Canada stock for Q4 2021, up 3.9% quarter-over-quarter.
  • 98 funds opened new Royal Bank of Canada positions in Q4 2021 and 46 closed out, a net change of +52 holders.
  • The largest Royal Bank of Canada buyer in Q4 2021 was Wellington Management Group, an estimated $214M added.
  • The largest Royal Bank of Canada seller in Q4 2021 was Bank of Montreal, an estimated $752M sold.

Based on aggregated 13F filings for Q4 2021.