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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
AMIM
276
Aull & Monroe Investment Management
Alabama
$1.34M -$24.9K -268 -2%
OHWP
277
Oak Harbor Wealth Partners
North Carolina
$1.32M -$11.6K -125 -0.8%
CG
278
Colony Group
Massachusetts
$1.31M +$54.2K +583 +4%
TC
279
TownSquare Capital
Utah
$1.22M +$117K +1,253 +10%
WSTAM
280
Wilbanks Smith & Thomas Asset Management
Virginia
$1.2M
UM
281
UniSuper Management
Australia
$1.2M -$1.15M -12,373 -55%
MC
282
Moors & Cabot
Massachusetts
$1.19M +$36K +387 +3%
WWM
283
Western Wealth Management
Colorado
$1.17M +$116K +1,244 +10%
TI
284
Trexquant Investment
Connecticut
$1.17M +$1.24M +13,344 New
IWC
285
Integrated Wealth Concepts
Massachusetts
$1.13M -$40.3K -433 -3%
Pacer Advisors
286
Pacer Advisors
Pennsylvania
$1.12M +$97.3K +1,046 +9%
RWA
287
River Wealth Advisors
Pennsylvania
$1.12M -$315K -3,388 -21%
HI
288
Horizon Investments
North Carolina
$1.11M
CFD
289
Creative Financial Designs
Indiana
$1.11M -$47K -505 -4%
DC
290
Davenport & Co
Virginia
$1.1M +$27.2K +292 +2%
TIAA Trust, National Association
291
TIAA Trust, National Association
North Carolina
$1.09M +$1.16M +12,494 New
Victory Capital Management
292
Victory Capital Management
Texas
$1.09M
LOAMS
293
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.08M +$152K +1,631 +15%
CAM
294
Cresset Asset Management
Illinois
$1.07M -$58.7K -631 -5%
RhumbLine Advisers
295
RhumbLine Advisers
Massachusetts
$1.07M +$27.9K +300 +3%
GLR
296
Great Lakes Retirement
Ohio
$1.06M -$11.1K -119 -1%
QI
297
Qtron Investments
Massachusetts
$1.03M -$237K -2,552 -18%
ACM
298
Ativo Capital Management
Illinois
$1.02M -$7.53K -81 -0.7%
HF
299
HRT Financial
New York
$1.02M +$1.09M +11,673 New
EI
300
EDMP Inc
Florida
$1.02M -$138K -1,486 -11%

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.