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Royal Bank of Canada

506 hedge funds and large institutions have $41.6B invested in Royal Bank of Canada in 2020 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 170 increasing their positions, 185 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $362M | Put options by funds: $158M

10% more capital invested

Capital invested by funds: $38B → $41.6B (+$3.64B)

0% more funds holding in top 10

Funds holding in top 10: 4545 (0)

0.3% less ownership

Funds ownership: 43.43%43.12% (-0.3%)

1% less funds holding

Funds holding: 510506 (-4)

6% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 54

8% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 185

Holders
506
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
10.38%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.92%
New
51
Increased
170
Reduced
185
Closed
54
Calls
$362M
Puts
$158M
Net Calls
+$204M
Net Calls Change
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
301
Welch Group
Alabama
$440K
PP
302
Patten & Patten
Tennessee
$436K -$25.8K -405 -6%
PFO
303
Pathstone Family Office
New Jersey
$429K -$478K -7,509 -54%
CIAS
304
Capital Investment Advisory Services
North Carolina
$429K -$4.01K -63 -1%
CCG
305
Cypress Capital Group
Florida
$406K +$57.7K +908 +18%
MWM
306
Marietta Wealth Management
Georgia
$401K -$59.3K -932 -14%
PP
307
Palladium Partners
Virginia
$400K +$144K +2,260 +62%
AFAS
308
Acorn Financial Advisory Services
Virginia
$396K
WA
309
Waverly Advisors
Alabama
$392K
FNT
310
First National Trust
Pennsylvania
$391K
SLT
311
St Louis Trust
Missouri
$389K
ACWM
312
Adams Chetwood Wealth Management
North Carolina
$388K
KA
313
Klingman & Associates
New York
$387K -$381K -5,996 -51%
H
314
HoyleCohen
California
$386K
CCA
315
Checchi Capital Advisers
California
$384K +$19.3K +304 +6%
HTHT
316
Hemenway Trust Hemenway Trust
New Hampshire
$383K -$12.7K -200 -3%
SBF
317
Sara-Bay Financial
Florida
$382K +$358K +5,626 New
CSS
318
Cubist Systematic Strategies
Connecticut
$381K -$3.23M -50,812 -90%
ASN
319
Advisory Services Network
Georgia
$381K -$140K -2,195 -28%
JMFC
320
J.M. Forbes & Co
Massachusetts
$379K
KFA
321
Kays Financial Advisory
Georgia
$374K
HIC
322
Holderness Investments Company
North Carolina
$373K
PCC
323
Park Circle Company
Maryland
$373K
PFS
324
Prospera Financial Services
Texas
$368K +$26.6K +418 +8%
SBA
325
Secrest Blakey & Associates
North Carolina
$365K

RY Hedge Fund Activity: Q2 2020 in Review

506 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q2 2020, worth a combined $41.6B — up 9.6% from $38B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of RY and 51 opened new positions — a net loss of 3 holders — while 185 trimmed existing stakes and 170 added.

The largest buyer was Toronto Dominion Bank, adding an estimated $349M. The largest seller was Fidelity International, cutting an estimated $299M.

  • 506 institutional investors held Royal Bank of Canada (RY) as of Q2 2020, down from 510 in Q1 2020.
  • Funds reported $41.6B of Royal Bank of Canada stock for Q2 2020, up 9.6% quarter-over-quarter.
  • 51 funds opened new Royal Bank of Canada positions in Q2 2020 and 54 closed out, a net change of -3 holders.
  • The largest Royal Bank of Canada buyer in Q2 2020 was Toronto Dominion Bank, an estimated $349M added.
  • The largest Royal Bank of Canada seller in Q2 2020 was Fidelity International, an estimated $299M sold.

Based on aggregated 13F filings for Q2 2020.