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Royal Bank of Canada

645 hedge funds and large institutions have $51B invested in Royal Bank of Canada in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 235 increasing their positions, 196 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 196

0.72% less ownership

Funds ownership: 42.43%41.71% (-0.72%)

4% less funds holding

Funds holding: 674645 (-29)

6% less funds holding in top 10

Funds holding in top 10: 5249 (-3)

23% less capital invested

Capital invested by funds: $66.5B → $51B (-$15.6B)

30% less call options, than puts

Call options by funds: $318M | Put options by funds: $453M

31% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 71

Holders
645
Holders Change
-29
Holders Change %
-4.3%
% of All Funds
10.87%
Holding in Top 10
49
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.77%
% of All Funds
0.83%
New
49
Increased
235
Reduced
196
Closed
71
Calls
$318M
Puts
$453M
Net Calls
-$135M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
DCP
226
DSM Capital Partners
Florida
$2.12M +$5.32K +52 +0.2%
CWP
227
CFM Wealth Partners
Texas
$2.1M
B
228
Brightworth
Georgia
$2.07M
PFM
229
Parsec Financial Management
North Carolina
$2.06M -$4.19K -41 -0.2%
LCM
230
Logan Capital Management
Pennsylvania
$1.99M +$251K +2,456 +14%
WSTAM
231
Wilbanks Smith & Thomas Asset Management
Virginia
$1.98M -$391K -3,827 -16%
SP
232
Symmetry Partners
Connecticut
$1.98M +$714K +6,983 +52%
JMPWA
233
JP Morgan Private Wealth Advisors
California
$1.98M -$8.9K -87 -0.4%
BCM
234
Bayesian Capital Management
New York
$1.97M +$1.89M +18,500 +992%
TWI
235
Thomas White International
Illinois
$1.96M +$453K +4,427 +28%
Baird Financial Group
236
Baird Financial Group
Wisconsin
$1.93M +$50.6K +495 +3%
CAN
237
Cetera Advisor Networks
California
$1.92M +$46.9K +459 +2%
IMOV
238
Investment Management of Virginia
Virginia
$1.92M +$558K +5,456 +38%
BWL
239
Bogart Wealth LLC
Virginia
$1.91M
CSPIA
240
Cary Street Partners Investment Advisory
Virginia
$1.9M +$1.79M +17,511 +822%
DHFB
241
Dixon Hubard Feinour & Brown
Virginia
$1.87M +$52.8K +516 +3%
BWM
242
BerganKDV Wealth Management
Minnesota
$1.87M +$10.2K +100 +0.5%
BCM
243
Bridgeway Capital Management
Texas
$1.83M +$133K +1,300 +7%
Bessemer Group
244
Bessemer Group
New Jersey
$1.77M -$27.7K -271 -1%
AL
245
Arnhold LLC
New York
$1.75M
DC
246
Davenport & Co
Virginia
$1.75M -$54.6K -534 -3%
ISWM
247
Independent Solutions Wealth Management
New York
$1.75M +$71.4K +698 +4%
BTI
248
Blue Trust Inc
Georgia
$1.71M +$1.59M +15,528 New
BBHC
249
Brown Brothers Harriman & Co
New York
$1.71M +$12.2K +119 +0.7%
CTA
250
Colonial Trust Advisors
South Carolina
$1.7M

RY Hedge Fund Activity: Q2 2022 in Review

645 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q2 2022, worth a combined $51B — down 23% from $66.5B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of RY and 49 opened new positions — a net loss of 22 holders — while 196 trimmed existing stakes and 235 added.

The largest buyer was Bank of Montreal, adding an estimated $285M. The largest seller was GQG Partners, exiting entirely with an estimated $638M sold.

  • 645 institutional investors held Royal Bank of Canada (RY) as of Q2 2022, down from 674 in Q1 2022.
  • Funds reported $51B of Royal Bank of Canada stock for Q2 2022, down 23% quarter-over-quarter.
  • 49 funds opened new Royal Bank of Canada positions in Q2 2022 and 71 closed out, a net change of -22 holders.
  • The largest Royal Bank of Canada buyer in Q2 2022 was Bank of Montreal, an estimated $285M added.
  • The largest Royal Bank of Canada seller in Q2 2022 was GQG Partners, an estimated $638M sold.

Based on aggregated 13F filings for Q2 2022.