We are live on ! Find out more
RY icon

Royal Bank of Canada

464 hedge funds and large institutions have $47.2B invested in Royal Bank of Canada in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 145 increasing their positions, 150 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

6% more capital invested

Capital invested by funds: $44.6B → $47.2B (+$2.67B)

4% more funds holding in top 10

Funds holding in top 10: 4850 (+2)

3% more funds holding

Funds holding: 449464 (+15)

0.09% less ownership

Funds ownership: 41.89%41.79% (-0.09%)

3% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 150

6% less call options, than puts

Call options by funds: $227M | Put options by funds: $242M

Holders
464
Holders Change
+15
Holders Change %
+3.34%
% of All Funds
11.57%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
1.25%
New
49
Increased
145
Reduced
150
Closed
28
Calls
$227M
Puts
$242M
Net Calls
-$14.8M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
301
VOYA Investment Management
Georgia
$543K -$298K -3,991 -36%
JAM
302
Jolley Asset Management
North Carolina
$543K +$343K +4,600 +190%
KFC
303
Klingenstein Fields & Co
New York
$542K
SAM
304
Shikiar Asset Management
New York
$536K
KCM
305
Kanawha Capital Management
Virginia
$511K +$37.3K +500 +8%
NGA
306
Naples Global Advisors
Florida
$498K +$481K +6,438 New
VF
307
Virtu Financial
New York
$492K +$475K +6,363 New
WAM
308
Weatherly Asset Management
California
$490K -$6.72K -90 -1%
CI
309
Conning Inc
Connecticut
$467K -$13.1K -175 -3%
SFM
310
Signature Financial Management
Virginia
$467K +$67.8K +908 +15%
EIP
311
Epoch Investment Partners
New York
$463K -$149 -2 -0%
RB
312
Rodgers Brothers
Pennsylvania
$456K -$138K -1,846 -24%
SAM
313
Summit Asset Management
Tennessee
$451K
CCA
314
Checchi Capital Advisers
California
$449K -$169K -2,261 -28%
SCM
315
Schnieders Capital Management
California
$449K
SCM
316
Sterling Capital Management
North Carolina
$443K
CCIA
317
Campbell & Co Investment Adviser
Maryland
$443K +$428K +5,730 New
JMFC
318
J.M. Forbes & Co
Massachusetts
$433K
KFA
319
Kays Financial Advisory
Georgia
$427K
PCC
320
Park Circle Company
Maryland
$425K
FRM
321
Fox Run Management
Connecticut
$425K +$411K +5,500 New
SIC
322
Salem Investment Counselors
North Carolina
$420K
SSWM
323
Smith Salley Wealth Management
North Carolina
$403K
FIM
324
Freedom Investment Management
Connecticut
$396K +$36.5K +489 +11%
BP
325
Ballentine Partners
Massachusetts
$394K -$26.5K -355 -7%