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Royal Bank of Canada
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Overview Fund Activity

362 hedge funds and large institutions have $43.9B invested in Royal Bank of Canada in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 140 increasing their positions, 105 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+8
Holders Change %
+2.26%
% of All Funds
10.46%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
1.13%
New
35
Increased
140
Reduced
105
Closed
25
Calls
$304M
Puts
$249M
Net Calls
+$54.8M
Net Calls Change
+$58M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$818M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.21B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.3B
4
IIM
Intact Investment Management
Quebec, Canada
$116M
5
Goldman Sachs
Goldman Sachs
New York
$129M

Top Sellers

1
Canada Life
Canada Life
Manitoba, Canada
$915M
2
GMI
Greystone Managed Investments
Saskatchewan, Canada
$394M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$13.5M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$396M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$90.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAM
301
Jolley Asset Management
North Carolina
$185K – – –
LFG
302
LifePlan Financial Group
Ohio
$161K – – –
BCI
303
Brinker Capital Investments
Pennsylvania
$157K -$8K -121 -5%
WTC
304
WhitTier Trust Company
Nevada
$155K – – –
KT
305
Kanaly Trust
Texas
$148K – – –
MAA
306
Managed Account Advisors
New Jersey
$144K +$58K +878 +67%
WA
307
WFG Advisors
Texas
$143K +$3.75K +57 +3%
OA
308
OFI Advisors
Pennsylvania
$133K +$4.76K +72 +4%
SFSIG
309
San Francisco Sentry Investment Group
California
$125K – – –
QT
310
Quantbot Technologies
New York
$125K +$125K +1,896 New
TSW
311
Thompson Siegel & Walmsley
Virginia
$119K – – –
WT
312
Whittier Trust
California
$107K – – –
CFA
313
Camarda Financial Advisors
Florida
$104K – – –
LWM
314
Lenox Wealth Management
Ohio
$84K – – –
AC
315
Alexandria Capital
Virginia
$83K +$530 +8 +0.6%
Envestnet Asset Management
316
Envestnet Asset Management
Illinois
$74K -$10.1K -154 -12%
WA
317
Waverly Advisors
Alabama
$68K -$260K -3,941 -79%
CFS
318
Community Financial System
New York
$66K – – –
CG
319
Colony Group
Massachusetts
$60K – – –
CHC
320
City Holding Co
West Virginia
$59K – – –
NES
321
New England Securities
New York
$56K – – –
TCM
322
Tradewinds Capital Management
Washington
$53K – – –
DVM
323
Dreman Value Management
Florida
$50K +$1.53K +23 +3%
LIA
324
LS Investment Advisors
Michigan
$46K – – –
SF
325
Synovus Financial
Georgia
$45K +$31.4K +478 +230%
11 12
13
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