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Royal Bank of Canada

566 hedge funds and large institutions have $49.8B invested in Royal Bank of Canada in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 174 increasing their positions, 182 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $653M | Put options by funds: $286M

100% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 42

6% more funds holding

Funds holding: 536566 (+30)

0.23% less ownership

Funds ownership: 43.17%42.93% (-0.23%)

1% less capital invested

Capital invested by funds: $50.4B → $49.8B (-$598M)

4% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 182

2% less funds holding in top 10

Funds holding in top 10: 5150 (-1)

Holders
566
Holders Change
+30
Holders Change %
+5.6%
% of All Funds
11.15%
Holding in Top 10
50
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.96%
% of All Funds
0.99%
New
84
Increased
174
Reduced
182
Closed
42
Calls
$653M
Puts
$286M
Net Calls
+$367M
Net Calls Change
+$209M
Name Holding Trade Value Shares
Change
Change in
Stake
WCAMG
301
Woodard & Company Asset Management Group
North Carolina
$628K
GLR
302
Great Lakes Retirement
Ohio
$619K +$632K +7,851 New
CIC
303
Crawford Investment Counsel
Georgia
$614K
GT
304
Greenleaf Trust
Michigan
$613K
BAC
305
Boys Arnold & Co
North Carolina
$594K
KC
306
Kingfisher Capital
North Carolina
$587K -$11.2K -139 -2%
TSWM
307
Triangle Securities Wealth Management
North Carolina
$583K -$6.68K -83 -1%
1WA
308
180 Wealth Advisors
Washington
$582K +$242 +3 +0%
ONST
309
Old North State Trust
North Carolina
$578K +$1.61K +20 +0.3%
TAM
310
Trillium Asset Management
Massachusetts
$574K -$59.9K -744 -9%
BC
311
Brinker Capital
Pennsylvania
$573K +$40.7K +505 +8%
CIA
312
CSat Investment Advisory
Michigan
$573K +$583K +7,234 New
Mercer Global Advisors
313
Mercer Global Advisors
Colorado
$566K +$21.4K +266 +4%
CPSAC
314
Chas P. Smith & Associates (CPS)
Florida
$563K
BOPW
315
Brandywine Oak Private Wealth
Pennsylvania
$555K -$17.2K -213 -3%
C
316
Cerebellum
California
$552K +$110K +1,369 +24%
SAM
317
Shikiar Asset Management
New York
$549K
Capital World Investors
318
Capital World Investors
California
$549K +$210K +2,610 +60%
PP
319
Patten & Patten
Tennessee
$548K -$20.1K -250 -3%
QPWM
320
Quadrant Private Wealth Management
Pennsylvania
$539K -$8.05K -100 -1%
AWA
321
Arkadios Wealth Advisors
Georgia
$535K +$528K +6,559 New
American Century Companies
322
American Century Companies
Missouri
$533K +$543K +6,742 New
WA
323
Wambolt & Associates
Colorado
$530K +$107K +1,328 +25%
TNB
324
TCF National Bank
South Dakota
$529K -$56.4K -700 -9%
MFG
325
Merit Financial Group
Georgia
$529K +$78.5K +975 +17%

RY Hedge Fund Activity: Q4 2019 in Review

566 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2019, worth a combined $49.8B — down 1.2% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new RY positions and 42 closed out — a net gain of 42 holders — while 174 added to existing stakes and 182 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $308M. The largest seller was Fidelity International, cutting an estimated $459M.

  • 566 institutional investors held Royal Bank of Canada (RY) as of Q4 2019, up from 536 in Q3 2019.
  • Funds reported $49.8B of Royal Bank of Canada stock for Q4 2019, down 1.2% quarter-over-quarter.
  • 84 funds opened new Royal Bank of Canada positions in Q4 2019 and 42 closed out, a net change of +42 holders.
  • The largest Royal Bank of Canada buyer in Q4 2019 was Goldman Sachs, an estimated $308M added.
  • The largest Royal Bank of Canada seller in Q4 2019 was Fidelity International, an estimated $459M sold.

Based on aggregated 13F filings for Q4 2019.