We are live on ! Find out more
RY icon

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
Natixis Advisors
276
Natixis Advisors
Massachusetts
$242K +$239K +3,599 New
WSTAM
277
Wilbanks Smith & Thomas Asset Management
Virginia
$238K +$3.78K +57 +2%
WJA
278
Williams Jones & Associates
New York
$237K -$13.3K -200 -5%
SI
279
Stephens Inc
Arkansas
$237K -$1.19K -18 -0.5%
SSWM
280
Smith Salley Wealth Management
North Carolina
$233K
WTNA
281
Wilmington Trust National Association
Delaware
$228K +$225K +3,391 New
RT
282
Reliance Trust
Georgia
$227K
SIC
283
Salem Investment Counselors
North Carolina
$224K -$10.1K -153 -4%
PIM
284
Penobscot Investment Management
Massachusetts
$221K
PFM
285
Parsec Financial Management
North Carolina
$217K +$214K +3,223 New
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$216K -$197K -2,978 -48%
BUB
287
BBVA USA Bancshares
Texas
$215K
LNB
288
Ledyard National Bank
$206K +$23.7K +357 +13%
BCB
289
Brian C. Broderick
$202K -$7.82K -118 -4%
Lazard Asset Management
290
Lazard Asset Management
New York
$201K
BNP Paribas Financial Markets
291
BNP Paribas Financial Markets
France
$199K -$151K -2,281 -43%
FHA
292
First Horizon Advisors
Tennessee
$192K +$398 +6 +0.2%
JAM
293
Jolley Asset Management
North Carolina
$188K +$16.6K +250 +10%
BCI
294
Brinker Capital Investments
Pennsylvania
$168K +$5.7K +86 +4%
Manulife (Manufacturers Life Insurance)
295
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$165K -$8.14M -122,711 -5%
LFG
296
LifePlan Financial Group
Ohio
$164K +$92.8K +1,400 +134%
WTC
297
WhitTier Trust Company
Nevada
$158K
KT
298
Kanaly Trust
Texas
$151K +$149K +2,250 New
Citadel Advisors
299
Citadel Advisors
Florida
$150K +$36.9K +556 +33%
WA
300
WFG Advisors
Texas
$142K +$398 +6 +0.3%

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.