We are live on ! Find out more
RY icon

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
AP
276
Americana Partners
Texas
$1.46M +$94.7K +956 +7%
OHWP
277
Oak Harbor Wealth Partners
North Carolina
$1.45M +$6.34K +64 +0.4%
AWM
278
Aprio Wealth Management
Georgia
$1.42M +$496 +5 +0%
KAS
279
Kestra Advisory Services
Texas
$1.4M -$83.8K -846 -5%
BPA
280
Beacon Pointe Advisors
California
$1.4M +$220K +2,224 +18%
CG
281
Colony Group
Massachusetts
$1.37M -$3.77K -38 -0.3%
MC
282
Moors & Cabot
Massachusetts
$1.35M +$392K +3,959 +39%
RPSA
283
Richard P. Slaughter Associates
Texas
$1.34M -$17.7K -179 -1%
VPIM
284
Vanguard Personalized Indexing Management
California
$1.33M +$245K +2,471 +22%
FTDI
285
First Trust Direct Indexing
Massachusetts
$1.32M -$2.87K -29 -0.2%
WSTAM
286
Wilbanks Smith & Thomas Asset Management
Virginia
$1.32M +$991 +10 +0.1%
CFD
287
Creative Financial Designs
Indiana
$1.26M +$65.1K +657 +5%
EI
288
EDMP Inc
Florida
$1.25M
IWC
289
Integrated Wealth Concepts
Massachusetts
$1.25M -$1.78M -17,963 -58%
GIBU
290
Gulf International Bank (UK)
United Kingdom
$1.23M
Royal London Asset Management
291
Royal London Asset Management
United Kingdom
$1.22M +$735K +7,419 +138%
TC
292
TownSquare Capital
Utah
$1.22M -$595 -6 -0%
HI
293
Horizon Investments
North Carolina
$1.22M
TF
294
TIAA FSB
Florida
$1.21M -$5.95K -60 -0.5%
SP
295
Symmetry Partners
Connecticut
$1.21M -$83.6K -844 -6%
ACM
296
Ativo Capital Management
Illinois
$1.19M -$63.8K -644 -5%
FSA
297
Franklin Street Advisors
North Carolina
$1.19M
GLR
298
Great Lakes Retirement
Ohio
$1.18M +$71.8K +725 +6%
MAG
299
Mayfair Advisory Group
Alabama
$1.17M
AAS
300
Avantax Advisory Services
Texas
$1.14M +$20.6K +208 +2%

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.