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Royal Bank of Canada

355 hedge funds and large institutions have $44.4B invested in Royal Bank of Canada in 2013 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 126 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 32

3% more funds holding

Funds holding: 344355 (+11)

5% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 120

4% more capital invested

Capital invested by funds: $42.8B → $44.4B (+$1.6B)

0.72% less ownership

Funds ownership: 46.44%45.72% (-0.72%)

1% less call options, than puts

Call options by funds: $268M | Put options by funds: $271M

12% less funds holding in top 10

Funds holding in top 10: 4237 (-5)

Holders
355
Holders Change
+11
Holders Change %
+3.2%
% of All Funds
10.3%
Holding in Top 10
37
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.9%
% of All Funds
1.07%
New
49
Increased
126
Reduced
120
Closed
32
Calls
$268M
Puts
$271M
Net Calls
-$3.15M
Net Calls Change
-$94.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OA
301
OFI Advisors
Pennsylvania
$130K -$2.79K -42 -2%
SFSIG
302
San Francisco Sentry Investment Group
California
$127K
TSW
303
Thompson Siegel & Walmsley
Virginia
$121K
WT
304
Whittier Trust
California
$109K
HNB
305
Huntington National Bank
Ohio
$108K
CFA
306
Camarda Financial Advisors
Florida
$106K +$104K +1,572 New
M&T Bank
307
M&T Bank
New York
$94K
SEC
308
Seven Eight Capital
New York
$94K +$92.8K +1,400 New
MAA
309
Managed Account Advisors
New Jersey
$87K +$28K +422 +48%
Envestnet Asset Management
310
Envestnet Asset Management
Illinois
$86K +$50.1K +755 +144%
LWM
311
Lenox Wealth Management
Ohio
$85K +$84.2K +1,270 New
AC
312
Alexandria Capital
Virginia
$84K -$280K -4,230 -77%
ST
313
Spot Trading
Illinois
$69K +$67.8K +1,022 New
CFS
314
Community Financial System
New York
$67K
CG
315
Colony Group
Massachusetts
$61K +$59.8K +902 New
CHC
316
City Holding Co
West Virginia
$60K +$59.7K +900 New
NES
317
New England Securities
New York
$57K
TCM
318
Tradewinds Capital Management
Washington
$54K +$53K +800 New
TWA
319
TCI Wealth Advisors
Arizona
$51K +$50.2K +757 New
PFA
320
Paradigm Financial Advisors
Missouri
$51K +$50.4K +760 New
DVM
321
Dreman Value Management
Florida
$49K +$48.4K +730 New
LIA
322
LS Investment Advisors
Michigan
$47K
PCM
323
Prelude Capital Management
New York
$47K +$26.5K +400 +133%
MAS
324
Madden Advisory Services
Florida
$44K -$18.6K -280 -30%
TRCT
325
Tower Research Capital (TRC)
New York
$43K -$1.74M -26,259 -98%

RY Hedge Fund Activity: Q4 2013 in Review

355 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2013, worth a combined $44.4B — up 3.7% from $42.8B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new RY positions and 32 closed out — a net gain of 17 holders — while 126 added to existing stakes and 120 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $145M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $223M sold.

  • 355 institutional investors held Royal Bank of Canada (RY) as of Q4 2013, up from 344 in Q3 2013.
  • Funds reported $44.4B of Royal Bank of Canada stock for Q4 2013, up 3.7% quarter-over-quarter.
  • 49 funds opened new Royal Bank of Canada positions in Q4 2013 and 32 closed out, a net change of +17 holders.
  • The largest Royal Bank of Canada buyer in Q4 2013 was Credit Suisse, an estimated $145M added.
  • The largest Royal Bank of Canada seller in Q4 2013 was Capital Research Global Investors, an estimated $223M sold.

Based on aggregated 13F filings for Q4 2013.