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Royal Bank of Canada
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Overview Fund Activity

671 hedge funds and large institutions have $65B invested in Royal Bank of Canada in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 204 increasing their positions, 223 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+35
Holders Change %
+5.5%
% of All Funds
9.84%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.78%
New
95
Increased
204
Reduced
223
Closed
51
Calls
$1.05B
Puts
$734M
Net Calls
+$318M
Net Calls Change
+$60M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$3.31B
2
CIBC World Market
CIBC World Market
Ontario, Canada
$2.98B
3
Capital World Investors
Capital World Investors
California
$365M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$661M
5
Goldman Sachs
Goldman Sachs
New York
$706M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.66B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$924M
3
Franklin Resources
Franklin Resources
California
$65.8M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.59B
5
Millennium Management
Millennium Management
New York
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
226
Independent Advisor Alliance
North Carolina
$2.42M +$2.01M +19,900 +492%
Lord, Abbett & Co
227
Lord, Abbett & Co
New Jersey
$2.41M +$2.41M +23,800 New
Mitsubishi UFJ Trust & Banking
228
Mitsubishi UFJ Trust & Banking
Japan
$2.39M -$578K -5,715 -19%
WCM
229
Whitener Capital Management
North Carolina
$2.34M -$105K -1,040 -4%
AC
230
AXQ Capital
New Jersey
$2.33M +$2.33M +23,006 New
CSPIA
231
Cary Street Partners Investment Advisory
Virginia
$2.31M +$39.7K +393 +2%
PIC
232
Portland Investment Counsel
Ontario, Canada
$2.3M -$134K -1,328 -6%
Stifel Financial
233
Stifel Financial
Missouri
$2.29M +$93.5K +925 +4%
RCM
234
RNC Capital Management
California
$2.28M – – –
CWP
235
CFM Wealth Partners
Texas
$2.2M +$2.2M +21,746 New
Mercer Global Advisors
236
Mercer Global Advisors
Colorado
$2.12M +$34.6K +342 +2%
BCM
237
Bridgeway Capital Management
Texas
$2.07M – – –
S
238
SignatureFD
Georgia
$2.05M +$317K +3,138 +18%
CAN
239
Cetera Advisor Networks
California
$2.05M -$19K -188 -0.9%
BWL
240
Bogart Wealth LLC
Virginia
$2M – – –
MCCP
241
Mission Creek Capital Partners
California
$1.98M +$133K +1,318 +7%
DCM
242
Donaldson Capital Management
Indiana
$1.95M -$960K -9,497 -33%
KAS
243
Kestra Advisory Services
Texas
$1.95M -$4.45K -44 -0.2%
SC
244
Syon Capital
California
$1.94M +$795K +7,863 +70%
PFS
245
Prospera Financial Services
Texas
$1.9M +$105K +1,039 +6%
Baird Financial Group
246
Baird Financial Group
Wisconsin
$1.9M -$67.5K -667 -3%
QCM
247
Quantinno Capital Management
New York
$1.88M +$1.41M +13,985 +303%
BBHC
248
Brown Brothers Harriman & Co
New York
$1.88M +$101K +1,000 +6%
PFP
249
Pinnacle Financial Partners
Tennessee
$1.88M – – –
RWM
250
Ritholtz Wealth Management
New York
$1.87M +$110K +1,091 +6%
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