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Royal Bank of Canada

506 hedge funds and large institutions have $44.9B invested in Royal Bank of Canada in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 163 increasing their positions, 178 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more call options, than puts

Call options by funds: $318M | Put options by funds: $317M

0.66% less ownership

Funds ownership: 41.84%41.18% (-0.66%)

4% less capital invested

Capital invested by funds: $46.8B → $44.9B (-$1.9B)

8% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 178

3% less funds holding

Funds holding: 520506 (-14)

10% less funds holding in top 10

Funds holding in top 10: 5045 (-5)

17% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 47

Holders
506
Holders Change
-14
Holders Change %
-2.69%
% of All Funds
11.58%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
1.03%
New
39
Increased
163
Reduced
178
Closed
47
Calls
$318M
Puts
$317M
Net Calls
+$699K
Net Calls Change
-$58.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HIC
301
Holderness Investments Company
North Carolina
$553K +$185K +2,420 +49%
EI
302
EDMP Inc
Florida
$550K -$42.5K -555 -7%
PP
303
Patten & Patten
Tennessee
$549K
AG
304
Advisor Group
Arizona
$548K -$15.9K -208 -3%
CPSAC
305
Chas P. Smith & Associates (CPS)
Florida
$547K +$11.5K +150 +2%
LCM
306
Leisure Capital Management
California
$546K +$289K +3,770 +108%
S
307
SignatureFD
Georgia
$544K +$9.8K +128 +2%
HTHT
308
Hemenway Trust Hemenway Trust
New Hampshire
$538K -$36.4K -475 -6%
RJT
309
Raymond James Trust
Florida
$534K -$10.7K -140 -2%
CAG
310
Csenge Advisory Group
Florida
$530K -$137K -1,783 -20%
MWM
311
Marietta Wealth Management
Georgia
$530K +$18.4K +240 +4%
KFC
312
Klingenstein Fields & Co
New York
$528K
SAM
313
Shikiar Asset Management
New York
$522K
William Blair & Company
314
William Blair & Company
Illinois
$505K -$332K -4,337 -39%
Walleye Trading
315
Walleye Trading
New York
$497K -$810K -10,579 -62%
NGA
316
Naples Global Advisors
Florida
$489K -$2.3K -30 -0.5%
LOAMS
317
Lombard Odier Asset Management (Switzerland)
Switzerland
$487K -$261K -3,407 -35%
FIM
318
Freedom Investment Management
Connecticut
$487K +$91.8K +1,199 +23%
H
319
HoyleCohen
California
$486K
WAM
320
Weatherly Asset Management
California
$477K
SWP
321
Stratos Wealth Partners
Ohio
$440K +$122K +1,587 +37%
SCM
322
Sterling Capital Management
North Carolina
$431K
FAAS
323
First Allied Advisory Services
California
$426K -$53.8K -703 -11%
SBA
324
Secrest Blakey & Associates
North Carolina
$423K
JMFC
325
J.M. Forbes & Co
Massachusetts
$422K

RY Hedge Fund Activity: Q2 2018 in Review

506 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q2 2018, worth a combined $44.9B — down 4.1% from $46.8B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of RY and 39 opened new positions — a net loss of 8 holders — while 178 trimmed existing stakes and 163 added.

The largest buyer was Fidelity International, adding an estimated $1.57B. The largest seller was Fidelity Investments, cutting an estimated $1.77B.

  • 506 institutional investors held Royal Bank of Canada (RY) as of Q2 2018, down from 520 in Q1 2018.
  • Funds reported $44.9B of Royal Bank of Canada stock for Q2 2018, down 4.1% quarter-over-quarter.
  • 39 funds opened new Royal Bank of Canada positions in Q2 2018 and 47 closed out, a net change of -8 holders.
  • The largest Royal Bank of Canada buyer in Q2 2018 was Fidelity International, an estimated $1.57B added.
  • The largest Royal Bank of Canada seller in Q2 2018 was Fidelity Investments, an estimated $1.77B sold.

Based on aggregated 13F filings for Q2 2018.