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Royal Bank of Canada

355 hedge funds and large institutions have $44.4B invested in Royal Bank of Canada in 2013 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 126 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 32

3% more funds holding

Funds holding: 344355 (+11)

5% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 120

4% more capital invested

Capital invested by funds: $42.8B → $44.4B (+$1.6B)

0.72% less ownership

Funds ownership: 46.44%45.72% (-0.72%)

1% less call options, than puts

Call options by funds: $268M | Put options by funds: $271M

12% less funds holding in top 10

Funds holding in top 10: 4237 (-5)

Holders
355
Holders Change
+11
Holders Change %
+3.2%
% of All Funds
10.3%
Holding in Top 10
37
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.9%
% of All Funds
1.07%
New
49
Increased
126
Reduced
120
Closed
32
Calls
$268M
Puts
$271M
Net Calls
-$3.15M
Net Calls Change
-$94.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
251
Waverly Advisors
Alabama
$334K -$14.6K -220 -4%
BFA
252
BlackRock Fund Advisors
California
$322K -$2.06K -31 -0.6%
LCM
253
Logan Capital Management
Pennsylvania
$318K +$6.57K +99 +2%
Brown Advisory
254
Brown Advisory
Maryland
$317K -$530K -8,000 -63%
CIP
255
Convergence Investment Partners
Florida
$314K -$53K -800 -15%
1IC
256
1919 Investment Counsel
Maryland
$310K
BF
257
BOK Financial
Oklahoma
$309K +$42.1K +635 +16%
SFM
258
Signature Financial Management
Virginia
$304K
RA
259
Rational Advisors
New York
$303K -$2.1M -31,600 -88%
MHIC
260
Marble Harbor Investment Counsel
Massachusetts
$303K
SFI
261
SPC Financial Inc
Maryland
$296K
CI
262
Capital International
California
$289K
BRWA
263
B. Riley Wealth Advisors
Florida
$283K -$13.3K -200 -5%
CNB
264
City National Bank
California
$281K -$102K -1,534 -27%
CRC
265
Curi RMB Capital
Illinois
$278K -$45.8K -691 -14%
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$272K +$3.71K +56 +1%
DADC
267
D.A. Davidson & Co
Montana
$269K -$3.31K -50 -1%
JIC
268
Johnson Investment Counsel
Ohio
$263K +$260K +3,920 New
RIL
269
Rothschild Investment LLC
Illinois
$259K -$66.3K -1,000 -21%
MWR
270
McAdams Wright Ragen
Washington
$259K +$256K +3,858 New
RJT
271
Raymond James Trust
Florida
$257K +$18K +272 +8%
MFBTD
272
MB Financial Bank - Trust Department
Illinois
$255K
PAI
273
Pittenger & Anderson Inc
Nebraska
$252K +$249K +3,750 New
NPC
274
National Planning Corporation
California
$244K +$9.88K +149 +4%
KFS
275
KMS Financial Services
Washington
$242K +$238K +3,595 New

RY Hedge Fund Activity: Q4 2013 in Review

355 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2013, worth a combined $44.4B — up 3.7% from $42.8B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new RY positions and 32 closed out — a net gain of 17 holders — while 126 added to existing stakes and 120 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $145M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $223M sold.

  • 355 institutional investors held Royal Bank of Canada (RY) as of Q4 2013, up from 344 in Q3 2013.
  • Funds reported $44.4B of Royal Bank of Canada stock for Q4 2013, up 3.7% quarter-over-quarter.
  • 49 funds opened new Royal Bank of Canada positions in Q4 2013 and 32 closed out, a net change of +17 holders.
  • The largest Royal Bank of Canada buyer in Q4 2013 was Credit Suisse, an estimated $145M added.
  • The largest Royal Bank of Canada seller in Q4 2013 was Capital Research Global Investors, an estimated $223M sold.

Based on aggregated 13F filings for Q4 2013.