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Royal Bank of Canada

641 hedge funds and large institutions have $55.2B invested in Royal Bank of Canada in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 195 increasing their positions, 231 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $830M | Put options by funds: $572M

1.06% more ownership

Funds ownership: 44.13%45.18% (+1.1%)

5% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 55

1% less funds holding

Funds holding: 649641 (-8)

2% less funds holding in top 10

Funds holding in top 10: 5150 (-1)

6% less capital invested

Capital invested by funds: $58.8B → $55.2B (-$3.6B)

16% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 231

Holders
641
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.17%
Holding in Top 10
50
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.96%
% of All Funds
0.79%
New
52
Increased
195
Reduced
231
Closed
55
Calls
$830M
Puts
$572M
Net Calls
+$258M
Net Calls Change
+$5.67M
Name Holding Trade Value Shares
Change
Change in
Stake
PIC
226
Portland Investment Counsel
Ontario, Canada
$2.1M +$2.24M +24,056 New
GS
227
GTS Securities
New York
$2.09M +$934K +10,040 +72%
MFG
228
Merit Financial Group
Georgia
$2.07M -$6.79K -73 -0.3%
AIM
229
Achmea Investment Management
Netherlands
$2.05M -$6.39M -68,741 -75%
YCM
230
Yousif Capital Management
Michigan
$2M -$18.6K -200 -0.9%
RCM
231
RNC Capital Management
California
$1.97M +$2.1M +22,562 New
PAMP
232
Polar Asset Management Partners
Ontario, Canada
$1.97M +$2.09M +22,500 New
CSPIA
233
Cary Street Partners Investment Advisory
Virginia
$1.97M +$25.6K +275 +1%
FC
234
FORA Capital
Florida
$1.96M +$2.09M +22,456 New
Stifel Financial
235
Stifel Financial
Missouri
$1.9M +$76.3K +820 +4%
LCM
236
Logan Capital Management
Pennsylvania
$1.86M -$132K -1,418 -6%
Mercer Global Advisors
237
Mercer Global Advisors
Colorado
$1.8M +$270K +2,901 +16%
BCM
238
Bridgeway Capital Management
Texas
$1.79M +$1.91M +20,500 New
CAN
239
Cetera Advisor Networks
California
$1.79M -$126K -1,350 -6%
BWL
240
Bogart Wealth LLC
Virginia
$1.73M
AIM
241
Aigen Investment Management
New York
$1.72M +$680K +7,313 +59%
Group One Trading
242
Group One Trading
Illinois
$1.71M +$1.82M +19,524 New
Baird Financial Group
243
Baird Financial Group
Wisconsin
$1.7M +$25.2K +271 +1%
KAS
244
Kestra Advisory Services
Texas
$1.69M -$81.7K -878 -4%
PFPT
245
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.62M
CIAS
246
Capital Investment Advisory Services
North Carolina
$1.6M -$69K -742 -4%
API
247
Advisor Partners II
California
$1.6M +$52.6K +566 +3%
MCCP
248
Mission Creek Capital Partners
California
$1.6M -$17.6K -189 -1%
Bessemer Group
249
Bessemer Group
New Jersey
$1.59M -$6.23K -67 -0.4%
AL
250
Arnhold LLC
New York
$1.58M

RY Hedge Fund Activity: Q3 2023 in Review

641 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2023, worth a combined $55.2B — down 6.1% from $58.8B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of RY and 52 opened new positions — a net loss of 3 holders — while 231 trimmed existing stakes and 195 added.

The largest buyer was Bank of Montreal, adding an estimated $1.05B. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $325M sold.

  • 641 institutional investors held Royal Bank of Canada (RY) as of Q3 2023, down from 649 in Q2 2023.
  • Funds reported $55.2B of Royal Bank of Canada stock for Q3 2023, down 6.1% quarter-over-quarter.
  • 52 funds opened new Royal Bank of Canada positions in Q3 2023 and 55 closed out, a net change of -3 holders.
  • The largest Royal Bank of Canada buyer in Q3 2023 was Bank of Montreal, an estimated $1.05B added.
  • The largest Royal Bank of Canada seller in Q3 2023 was MUFG Securities EMEA, an estimated $325M sold.

Based on aggregated 13F filings for Q3 2023.