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Royal Bank of Canada
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Overview Fund Activity

659 hedge funds and large institutions have $61B invested in Royal Bank of Canada in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 212 increasing their positions, 205 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
10.55%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
0.8%
New
65
Increased
212
Reduced
205
Closed
57
Calls
$800M
Puts
$619M
Net Calls
+$180M
Net Calls Change
+$606M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$437M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$232M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$153M
4
CIBC World Market
CIBC World Market
Ontario, Canada
+$145M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$116M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$359M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$312M
3
Fidelity International
Fidelity International
Bermuda
-$115M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$107M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$93.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
226
Cox Capital Management
Massachusetts
$2.3M -$15.1K -158 -0.7%
LOAMS
227
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.27M +$306K +1,743 +16%
LCM
228
Logan Capital Management
Pennsylvania
$2.26M +$7.46K +78 +0.3%
YCM
229
Yousif Capital Management
Michigan
$2.22M -$19.1K -200 -0.9%
PRC
230
Pearl River Capital
Michigan
$2.22M +$2.22M +23,201 New
Stifel Financial
231
Stifel Financial
Missouri
$2.19M -$6.02K -63 -0.3%
Cambridge Investment Research Advisors
232
Cambridge Investment Research Advisors
Iowa
$2.16M -$1.48M -15,535 -41%
CSPIA
233
Cary Street Partners Investment Advisory
Virginia
$2.12M +$13.2K +138 +0.6%
Baird Financial Group
234
Baird Financial Group
Wisconsin
$2.11M -$10.5K -110 -0.5%
CWP
235
CFM Wealth Partners
Texas
$2.08M +$2.08M +21,746 New
CAN
236
Cetera Advisor Networks
California
$2.08M -$27.7K -290 -1%
PFM
237
Parsec Financial Management
North Carolina
$2.07M -$3.82K -40 -0.2%
DCP
238
DSM Capital Partners
Florida
$2.06M – – –
CGFA
239
Colton Groome Financial Advisors
North Carolina
$1.94M – – –
JPMPWA
240
J.P. Morgan Private Wealth Advisors
California
$1.93M +$21.8K +228 +1%
BWM
241
BerganKDV Wealth Management
Minnesota
$1.93M -$10.7K -112 -0.6%
AFM
242
Anson Funds Management
Texas
$1.93M +$1.93M +20,000 New
IMOV
243
Investment Management of Virginia
Virginia
$1.92M +$9.56K +100 +0.5%
BWL
244
Bogart Wealth LLC
Virginia
$1.89M – – –
ECG
245
Edge Capital Group
Georgia
$1.88M +$1.88M +19,656 New
Mercer Global Advisors
246
Mercer Global Advisors
Colorado
$1.87M +$152K +1,588 +9%
BCM
247
Bridgeway Capital Management
Texas
$1.81M – – –
PFP
248
Pinnacle Financial Partners
Tennessee
$1.77M – – –
Millennium Management
249
Millennium Management
New York
$1.75M -$35.9M -375,647 -95%
LFAS
250
Level Four Advisory Services
Texas
$1.75M -$5.14M -53,777 -75%
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