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Royal Bank of Canada

663 hedge funds and large institutions have $61.1B invested in Royal Bank of Canada in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 212 increasing their positions, 206 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $800M | Put options by funds: $619M

14% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 58

6% more capital invested

Capital invested by funds: $57.3B → $61.1B (+$3.7B)

4% more funds holding in top 10

Funds holding in top 10: 4850 (+2)

3% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 206

0% more funds holding

Funds holding: 661663 (+2)

0.08% more ownership

Funds ownership: 43.82%43.9% (+0.08%)

Holders
663
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
10.57%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
0.8%
New
66
Increased
212
Reduced
206
Closed
58
Calls
$800M
Puts
$619M
Net Calls
+$180M
Net Calls Change
+$606M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
226
William Blair & Company
Illinois
$2.33M -$77.9K -786 -3%
CCM
227
Cox Capital Management
Massachusetts
$2.3M -$15.7K -158 -0.7%
LOAMS
228
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.27M +$173K +1,743 +16%
LCM
229
Logan Capital Management
Pennsylvania
$2.26M +$7.73K +78 +0.3%
YCM
230
Yousif Capital Management
Michigan
$2.22M -$19.8K -200 -0.9%
PRC
231
Pearl River Capital
Michigan
$2.22M +$2.3M +23,201 New
Stifel Financial
232
Stifel Financial
Missouri
$2.19M -$6.24K -63 -0.3%
Cambridge Investment Research Advisors
233
Cambridge Investment Research Advisors
Iowa
$2.16M -$1.54M -15,535 -41%
CSPIA
234
Cary Street Partners Investment Advisory
Virginia
$2.12M +$13.7K +138 +0.6%
Baird Financial Group
235
Baird Financial Group
Wisconsin
$2.11M -$10.9K -110 -0.5%
CWP
236
CFM Wealth Partners
Texas
$2.08M +$2.16M +21,746 New
CAN
237
Cetera Advisor Networks
California
$2.08M -$28.7K -290 -1%
PFM
238
Parsec Financial Management
North Carolina
$2.07M -$3.96K -40 -0.2%
DCP
239
DSM Capital Partners
Florida
$2.06M
CGFA
240
Colton Groome Financial Advisors
North Carolina
$1.94M
JMPWA
241
JP Morgan Private Wealth Advisors
California
$1.93M +$22.6K +228 +1%
BWM
242
BerganKDV Wealth Management
Minnesota
$1.93M -$11.1K -112 -0.6%
AFM
243
Anson Funds Management
Texas
$1.93M +$1.98M +20,000 New
IMOV
244
Investment Management of Virginia
Virginia
$1.92M +$9.91K +100 +0.5%
BWL
245
Bogart Wealth LLC
Virginia
$1.89M
ECG
246
Edge Capital Group
Georgia
$1.88M +$1.95M +19,656 New
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$1.87M +$157K +1,588 +9%
BCM
248
Bridgeway Capital Management
Texas
$1.81M
PFPT
249
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.77M
Millennium Management
250
Millennium Management
New York
$1.75M -$37.2M -375,647 -95%

RY Hedge Fund Activity: Q1 2023 in Review

663 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q1 2023, worth a combined $61.1B — up 6.5% from $57.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new RY positions and 58 closed out — a net gain of 8 holders — while 212 added to existing stakes and 206 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $329M. The largest seller was Goldman Sachs, cutting an estimated $372M.

  • 663 institutional investors held Royal Bank of Canada (RY) as of Q1 2023, up from 661 in Q4 2022.
  • Funds reported $61.1B of Royal Bank of Canada stock for Q1 2023, up 6.5% quarter-over-quarter.
  • 66 funds opened new Royal Bank of Canada positions in Q1 2023 and 58 closed out, a net change of +8 holders.
  • The largest Royal Bank of Canada buyer in Q1 2023 was Bank of Montreal, an estimated $329M added.
  • The largest Royal Bank of Canada seller in Q1 2023 was Goldman Sachs, an estimated $372M sold.

Based on aggregated 13F filings for Q1 2023.