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Royal Bank of Canada
RY

376 hedge funds and large institutions have $48.7B invested in Royal Bank of Canada in 2014 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 124 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $43.9B → $48.7B (+$4.81B)

4% more funds holding

Funds holding: 362 → 376 (+14)

3% more funds holding in top 10

Funds holding in top 10: 39 → 40 (+1)

1.13% more ownership

Funds ownership: 45.98% → 47.11% (+1.1%)

1% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 124

9% less call options, than puts

Call options by funds: $303M | Put options by funds: $333M

Holders
376
Holders Change
+14
Holders Change %
+3.87%
% of All Funds
10.81%
Holding in Top 10
40
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.56%
% of All Funds
1.15%
New
38
Increased
123
Reduced
124
Closed
22
Calls
$303M
Puts
$333M
Net Calls
-$30.2M
Net Calls Change
-$85M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$806M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$541M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$99.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$75.2M
5
Two Sigma Investments
Two Sigma Investments
New York
+$65.9M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$171M
2
Goldman Sachs
Goldman Sachs
New York
-$72M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$56.4M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$54.6M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$44.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
VKH
276
Virtu KCG Holdings
New York
$302K -$3.53M -52,091 -93%
KFS
277
KMS Financial Services
Washington
$290K +$11.1K +163 +4%
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$277K +$27.9K +411 +12%
DADC
279
D.A. Davidson & Co
Montana
$275K -$3.39K -50 -1%
BRWA
280
B. Riley Wealth Advisors
Florida
$272K +$243K +3,588 +89%
MFBTD
281
MB Financial Bank - Trust Department
Illinois
$271K – – –
NCM
282
Novare Capital Management
North Carolina
$266K -$10.2K -150 -4%
CCA
283
Checchi Capital Advisers
California
$260K +$247K +3,643 New
MWR
284
McAdams Wright Ragen
Washington
$255K -$67.3K -992 -22%
FWP
285
FAS Wealth Partners
Kansas
$251K – – –
RT
286
Reliance Trust
Georgia
$241K – – –
ARTA
287
A.R.T. Advisors
New York
$240K -$1.02M -15,107 -82%
WSTAM
288
Wilbanks Smith & Thomas Asset Management
Virginia
$239K – – –
SIC
289
Salem Investment Counselors
North Carolina
$238K – – –
SGAM
290
Smith Group Asset Management
Texas
$238K +$226K +3,326 New
PIM
291
Penobscot Investment Management
Massachusetts
$234K – – –
BUB
292
BBVA USA Bancshares
Texas
$229K – – –
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$226K -$117K -1,719 -35%
Kayne Anderson Rudnick Investment Management
294
Kayne Anderson Rudnick Investment Management
California
$226K +$214K +3,160 New
PNC
295
Park National Corp
Ohio
$225K +$214K +3,152 New
SSWM
296
Smith Salley Wealth Management
North Carolina
$225K – – –
LNB
297
Ledyard National Bank
$218K – – –
PFM
298
Parsec Financial Management
North Carolina
$215K -$5.76K -85 -3%
BCB
299
Brian C. Broderick
$214K +$203K +3,000 New
Verition Fund Management
300
Verition Fund Management
Connecticut
$212K +$201K +2,968 New
10 11
12
13 14

RY Hedge Fund Activity: Q2 2014 in Review

376 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q2 2014, worth a combined $48.7B — up 11% from $43.9B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RY positions and 22 closed out — a net gain of 16 holders — while 123 added to existing stakes and 124 trimmed.

The largest buyer was Norges Bank, adding an estimated $806M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $171M.

  • 376 institutional investors held Royal Bank of Canada (RY) as of Q2 2014, up from 362 in Q1 2014.
  • Funds reported $48.7B of Royal Bank of Canada stock for Q2 2014, up 11% quarter-over-quarter.
  • 38 funds opened new Royal Bank of Canada positions in Q2 2014 and 22 closed out, a net change of +16 holders.
  • The largest Royal Bank of Canada buyer in Q2 2014 was Norges Bank, an estimated $806M added.
  • The largest Royal Bank of Canada seller in Q2 2014 was Manulife (Manufacturers Life Insurance), an estimated $171M sold.

Based on aggregated 13F filings for Q2 2014.