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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
LFAS
251
Level Four Advisory Services
Texas
$1.75M -$5.33M -53,777 -75%
AL
252
Arnhold LLC
New York
$1.73M
Bessemer Group
253
Bessemer Group
New Jersey
$1.72M
RWA
254
River Wealth Advisors
Pennsylvania
$1.69M -$194K -1,958 -10%
N
255
Natixis
France
$1.69M -$3.77M -38,073 -68%
CTA
256
Colonial Trust Advisors
South Carolina
$1.68M -$87.3K -881 -5%
BBHC
257
Brown Brothers Harriman & Co
New York
$1.68M
DC
258
Davenport & Co
Virginia
$1.67M +$12.3K +124 +0.7%
Victory Capital Management
259
Victory Capital Management
Texas
$1.67M +$1.73M +17,436 New
ACL
260
Applied Capital LLC
Florida
$1.67M -$21.9K -221 -1%
CIAS
261
Capital Investment Advisory Services
North Carolina
$1.65M +$2.28K +23 +0.1%
ANTB
262
AMG National Trust Bank
Colorado
$1.63M -$19.8K -200 -1%
RA
263
RFG Advisory
Alabama
$1.62M -$3.57K -36 -0.2%
ISWM
264
Independent Solutions Wealth Management
New York
$1.61M -$60.5K -610 -3%
API
265
Advisor Partners II
California
$1.6M -$219K -2,207 -12%
KFP
266
KMG Fiduciary Partners
Ohio
$1.6M +$135K +1,365 +9%
S
267
SignatureFD
Georgia
$1.58M +$62.6K +632 +4%
OAM
268
Ostrum Asset Management
France
$1.58M +$1.64M +16,561 New
MCCP
269
Mission Creek Capital Partners
California
$1.57M +$235K +2,376 +17%
FFM
270
Forum Financial Management
Illinois
$1.56M -$99 -1 -0%
Cerity Partners
271
Cerity Partners
New York
$1.53M +$348K +3,514 +28%
OPA
272
Old Port Advisors
Maine
$1.51M +$109K +1,104 +8%
GRP
273
Global Retirement Partners
California
$1.49M +$3.96K +40 +0.3%
AMIM
274
Aull & Monroe Investment Management
Alabama
$1.49M -$39.6K -400 -3%
BTI
275
Blue Trust Inc
Georgia
$1.49M +$19K +192 +1%

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.