We are live on ! Find out more
RY icon

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
SAM
276
Shikiar Asset Management
New York
$410K
RB
277
Rodgers Brothers
Pennsylvania
$409K +$36.3K +604 +10%
PP
278
Patten & Patten
Tennessee
$407K
PFM
279
Parsec Financial Management
North Carolina
$400K
HCM
280
Highbridge Capital Management
New York
$390K +$397K +6,600 New
WAM
281
Weatherly Asset Management
California
$383K -$12K -200 -3%
PP
282
Prudential plc
United Kingdom
$372K
BNP Paribas Financial Markets
283
BNP Paribas Financial Markets
France
$365K -$137K -2,282 -27%
CWP
284
Capital Wealth Planning
Florida
$361K +$367K +6,100 New
FCBT
285
First Citizens Bank & Trust
North Carolina
$355K -$31.2K -520 -8%
SAM
286
Summit Asset Management
Tennessee
$351K
CPSAC
287
Chas P. Smith & Associates (CPS)
Florida
$347K
SCM
288
Sterling Capital Management
North Carolina
$338K
LOAMS
289
Lombard Odier Asset Management (Switzerland)
Switzerland
$337K +$343K +5,705 New
JMFC
290
J.M. Forbes & Co
Massachusetts
$330K
KFA
291
Kays Financial Advisory
Georgia
$326K
PCC
292
Park Circle Company
Maryland
$325K
CWA
293
Cypress Wealth Advisors
California
$323K +$1.32K +22 +0.4%
RJT
294
Raymond James Trust
Florida
$317K -$88.2K -1,468 -22%
AP
295
AHL Partners
United Kingdom
$312K +$318K +5,287 New
MFS
296
MSI Financial Services
Massachusetts
$308K +$25.7K +427 +9%
CCA
297
Checchi Capital Advisers
California
$304K +$92.2K +1,534 +43%
William Blair & Company
298
William Blair & Company
Illinois
$292K -$120K -2,000 -29%
CICI
299
Capital Investment Counsel Inc
North Carolina
$288K
SI
300
SII Investments
Wisconsin
$273K -$16.2K -270 -6%

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.