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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
SOW
251
State of Wyoming
Wyoming
$1.58M +$1.67M +17,991 New
PFS
252
Prospera Financial Services
Texas
$1.56M +$134K +1,442 +9%
Financial Engines Advisors
253
Financial Engines Advisors
California
$1.54M +$622K +6,684 +61%
CTA
254
Colonial Trust Advisors
South Carolina
$1.54M
BBHC
255
Brown Brothers Harriman & Co
New York
$1.54M +$5.58K +60 +0.3%
VPIM
256
Vanguard Personalized Indexing Management
California
$1.53M +$393K +4,222 +32%
Nomura Holdings
257
Nomura Holdings
Japan
$1.53M +$1.38M +14,805 +545%
ANTB
258
AMG National Trust Bank
Colorado
$1.53M +$46.5K +500 +3%
RWM
259
Ritholtz Wealth Management
New York
$1.52M -$564K -6,062 -26%
BTI
260
Blue Trust Inc
Georgia
$1.52M +$5.39K +58 +0.4%
ACL
261
Applied Capital LLC
Florida
$1.51M -$20.9K -225 -1%
S
262
SignatureFD
Georgia
$1.5M +$34K +365 +2%
RA
263
RFG Advisory
Alabama
$1.48M -$3.35K -36 -0.2%
FFM
264
Forum Financial Management
Illinois
$1.47M
AWM
265
Aprio Wealth Management
Georgia
$1.46M -$9.86K -106 -0.6%
OPA
266
Old Port Advisors
Maine
$1.46M +$1.55M +16,659 New
RPSA
267
Richard P. Slaughter Associates
Texas
$1.43M +$169K +1,818 +12%
KFP
268
KMG Fiduciary Partners
Ohio
$1.42M -$75.8K -815 -5%
PI
269
PineBridge Investments
New York
$1.42M -$160K -1,722 -13%
OAM
270
Ostrum Asset Management
France
$1.4M -$29.9K -322 -2%
JMPWA
271
JP Morgan Private Wealth Advisors
California
$1.39M +$1.48M +15,922 New
GRP
272
Global Retirement Partners
California
$1.38M -$15.8K -170 -1%
ISWM
273
Independent Solutions Wealth Management
New York
$1.38M -$86.2K -927 -6%
LFAS
274
Level Four Advisory Services
Texas
$1.36M -$236K -2,539 -14%
Citadel Advisors
275
Citadel Advisors
Florida
$1.36M +$648K +6,967 +81%

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.