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Royal Bank of Canada

665 hedge funds and large institutions have $65.2B invested in Royal Bank of Canada in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 211 increasing their positions, 230 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $947M | Put options by funds: $471M

0% more capital invested

Capital invested by funds: $65B → $65.2B (+$278M)

0.01% less ownership

Funds ownership: 45.66%45.64% (-0.01%)

6% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 53

8% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 230

1% less funds holding

Funds holding: 675665 (-10)

6% less funds holding in top 10

Funds holding in top 10: 5451 (-3)

Holders
665
Holders Change
-10
Holders Change %
-1.48%
% of All Funds
9.58%
Holding in Top 10
51
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.56%
% of All Funds
0.73%
New
50
Increased
211
Reduced
230
Closed
53
Calls
$947M
Puts
$471M
Net Calls
+$475M
Net Calls Change
+$157M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
276
Level Four Advisory Services
Texas
$1.55M
RPSA
277
Richard P. Slaughter Associates
Texas
$1.54M -$49.1K -498 -3%
PM
278
Pembroke Management
Quebec, Canada
$1.53M +$45.4K +460 +4%
OHWP
279
Oak Harbor Wealth Partners
North Carolina
$1.52M +$7.2K +73 +0.5%
KFP
280
KMG Fiduciary Partners
Ohio
$1.51M +$53.6K +543 +4%
AMIM
281
Aull & Monroe Investment Management
Alabama
$1.51M
Citadel Advisors
282
Citadel Advisors
Florida
$1.44M -$2.62M -26,557 -65%
MCCP
283
Mission Creek Capital Partners
California
$1.43M -$530K -5,371 -27%
ACM
284
AlphaStar Capital Management
North Carolina
$1.41M +$1.11M +11,285 +415%
Financial Engines Advisors
285
Financial Engines Advisors
California
$1.4M -$404K -4,093 -23%
WSTAM
286
Wilbanks Smith & Thomas Asset Management
Virginia
$1.37M -$17.6K -178 -1%
PCIA
287
Prime Capital Investment Advisors
Kansas
$1.36M +$52K +527 +4%
TCG
288
Tremblant Capital Group
Florida
$1.36M +$554K +5,612 +72%
FTDI
289
First Trust Direct Indexing
Massachusetts
$1.35M +$73.1K +741 +6%
BWG
290
Boomfish Wealth Group
Georgia
$1.28M +$14.7K +149 +1%
DCM
291
Donaldson Capital Management
Indiana
$1.27M -$655K -6,642 -34%
BPA
292
Beacon Pointe Advisors
California
$1.27M +$7.5K +76 +0.6%
Pacer Advisors
293
Pacer Advisors
Pennsylvania
$1.27M -$46.2K -468 -4%
ISWM
294
Independent Solutions Wealth Management
New York
$1.26M -$111K -1,124 -8%
SFA
295
Sequoia Financial Advisors
Ohio
$1.25M +$523K +5,303 +75%
DC
296
Davenport & Co
Virginia
$1.24M -$17.3K -175 -1%
QI
297
Qtron Investments
Massachusetts
$1.24M
RhumbLine Advisers
298
RhumbLine Advisers
Massachusetts
$1.22M +$4.54K +46 +0.4%
TIAA Trust, National Association
299
TIAA Trust, National Association
North Carolina
$1.21M -$102K -1,032 -8%
MAG
300
Mayfair Advisory Group
Alabama
$1.19M

RY Hedge Fund Activity: Q1 2024 in Review

665 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q1 2024, worth a combined $65.2B — up 0.43% from $65B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of RY and 50 opened new positions — a net loss of 3 holders — while 230 trimmed existing stakes and 211 added.

The largest buyer was CIBC World Market, adding an estimated $599M. The largest seller was Bank of Nova Scotia, cutting an estimated $478M.

  • 665 institutional investors held Royal Bank of Canada (RY) as of Q1 2024, down from 675 in Q4 2023.
  • Funds reported $65.2B of Royal Bank of Canada stock for Q1 2024, up 0.43% quarter-over-quarter.
  • 50 funds opened new Royal Bank of Canada positions in Q1 2024 and 53 closed out, a net change of -3 holders.
  • The largest Royal Bank of Canada buyer in Q1 2024 was CIBC World Market, an estimated $599M added.
  • The largest Royal Bank of Canada seller in Q1 2024 was Bank of Nova Scotia, an estimated $478M sold.

Based on aggregated 13F filings for Q1 2024.