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Royal Bank of Canada

415 hedge funds and large institutions have $40.2B invested in Royal Bank of Canada in 2016 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 128 increasing their positions, 142 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 33

22% more call options, than puts

Call options by funds: $294M | Put options by funds: $240M

1% more funds holding

Funds holding: 410415 (+5)

2% less capital invested

Capital invested by funds: $41.1B → $40.2B (-$876M)

10% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 142

1.24% less ownership

Funds ownership: 47.06%45.82% (-1.2%)

2% less funds holding in top 10

Funds holding in top 10: 4847 (-1)

Holders
415
Holders Change
+5
Holders Change %
+1.22%
% of All Funds
11.07%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
1.25%
New
43
Increased
128
Reduced
142
Closed
33
Calls
$294M
Puts
$240M
Net Calls
+$53.6M
Net Calls Change
+$456K
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
251
Laird Norton Wetherby Wealth Management
California
$566K +$88.3K +1,469 +18%
WAM
252
Wolverine Asset Management
Illinois
$564K +$574K +9,550 New
EI
253
EDMP Inc
Florida
$562K -$3.91K -65 -0.7%
GC
254
Gratus Capital
Georgia
$555K +$564K +9,391 New
CAN
255
Cetera Advisor Networks
California
$546K -$17.1K -285 -3%
CB
256
Community Bank
New York
$545K +$6.01K +100 +1%
LOT
257
Lombard Odier Transatlantic
Quebec, Canada
$535K
SB
258
Suntrust Banks
Georgia
$533K +$12K +200 +2%
BG
259
BlackRock Group
United Kingdom
$529K -$5.95K -99 -1%
HIC
260
Holderness Investments Company
North Carolina
$529K +$538K +8,960 New
KC
261
Kingfisher Capital
North Carolina
$524K
TSWM
262
Triangle Securities Wealth Management
North Carolina
$517K +$87.1K +1,449 +20%
BIM
263
BlackRock Investment Management
Delaware
$492K -$20.2K -336 -4%
BAC
264
Boys Arnold & Co
North Carolina
$478K
CFSG
265
Community Financial Services Group
Vermont
$473K
CIC
266
Crawford Investment Counsel
Georgia
$458K
AP
267
Advisor Partners
California
$457K +$17.1K +284 +4%
SIC
268
Shoker Investment Counsel
Ohio
$450K
KeyBank National Association
269
KeyBank National Association
Ohio
$422K +$123K +2,049 +40%
Fisher Asset Management
270
Fisher Asset Management
Washington
$420K -$518K -8,628 -55%
ATC
271
Argent Trust Co
Tennessee
$420K -$111K -1,844 -21%
RHBC
272
R.H. Bluestein & Co
Michigan
$414K -$180K -3,000 -30%
AL
273
Agran Libbie
California
$414K
KFC
274
Klingenstein Fields & Co
New York
$414K
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$413K +$80.3K +1,336 +24%

RY Hedge Fund Activity: Q2 2016 in Review

415 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q2 2016, worth a combined $40.2B — down 2.1% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new RY positions and 33 closed out — a net gain of 10 holders — while 128 added to existing stakes and 142 trimmed.

The largest buyer was Mackenzie Financial, opening a new position worth an estimated $425M. The largest seller was Jarislowsky, Fraser Ltd, exiting entirely with an estimated $965M sold.

  • 415 institutional investors held Royal Bank of Canada (RY) as of Q2 2016, up from 410 in Q1 2016.
  • Funds reported $40.2B of Royal Bank of Canada stock for Q2 2016, down 2.1% quarter-over-quarter.
  • 43 funds opened new Royal Bank of Canada positions in Q2 2016 and 33 closed out, a net change of +10 holders.
  • The largest Royal Bank of Canada buyer in Q2 2016 was Mackenzie Financial, an estimated $425M added.
  • The largest Royal Bank of Canada seller in Q2 2016 was Jarislowsky, Fraser Ltd, an estimated $965M sold.

Based on aggregated 13F filings for Q2 2016.