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Royal Bank of Canada

615 hedge funds and large institutions have $47.4B invested in Royal Bank of Canada in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 233 increasing their positions, 188 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 188

8% more funds holding in top 10

Funds holding in top 10: 4953 (+4)

0.94% more ownership

Funds ownership: 41.71%42.64% (+0.94%)

5% less funds holding

Funds holding: 645615 (-30)

7% less capital invested

Capital invested by funds: $51B → $47.4B (-$3.58B)

27% less call options, than puts

Call options by funds: $479M | Put options by funds: $654M

41% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 51

Holders
615
Holders Change
-30
Holders Change %
-4.65%
% of All Funds
10.59%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.91%
New
30
Increased
233
Reduced
188
Closed
51
Calls
$479M
Puts
$654M
Net Calls
-$176M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
301
Capital Wealth Planning
Florida
$909K
D.E. Shaw & Co
302
D.E. Shaw & Co
New York
$902K -$31.9M -332,374 -97%
CG
303
Colony Group
Massachusetts
$895K +$350K +3,648 +58%
QI
304
Qtron Investments
Massachusetts
$884K -$328K -3,416 -26%
PFS
305
Prospera Financial Services
Texas
$876K +$729K +7,607 +357%
EWG
306
Executive Wealth Group
Washington
$862K +$7.96K +83 +0.9%
SSWM
307
Sheets Smith Wealth Management
North Carolina
$859K -$20.9K -218 -2%
CB
308
Community Bank
New York
$854K -$67.1K -700 -7%
SI
309
Stephens Inc
Arkansas
$851K +$767 +8 +0.1%
RB
310
Rodgers Brothers
Pennsylvania
$813K +$28.8K +300 +3%
EW
311
Evoke Wealth
California
$796K
WCA
312
Westover Capital Advisors
Delaware
$782K -$46K -480 -5%
BC
313
Burney Company
Virginia
$732K +$103K +1,070 +15%
ECM
314
Evergreen Capital Management
Washington
$732K +$115K +1,194 +17%
WCAMG
315
Woodard & Company Asset Management Group
North Carolina
$714K
Susquehanna International Group
316
Susquehanna International Group
Pennsylvania
$709K -$2.87M -29,876 -79%
RJT
317
Raymond James Trust
Florida
$700K +$60.3K +629 +9%
CCA
318
Checchi Capital Advisers
California
$694K +$9.78K +102 +1%
BNP Paribas Financial Markets
319
BNP Paribas Financial Markets
France
$689K -$156K -1,623 -17%
ONST
320
Old North State Trust
North Carolina
$688K +$732K +7,631 +95,388%
OWP
321
Obermeyer Wealth Partners
Colorado
$685K
CICI
322
Capital Investment Counsel Inc
North Carolina
$683K +$9.59K +100 +1%
FOA
323
Five Oceans Advisors
California
$674K +$232K +2,419 +48%
First Manhattan
324
First Manhattan
New York
$655K
AWA
325
Arkadios Wealth Advisors
Georgia
$638K -$7.48K -78 -1%

RY Hedge Fund Activity: Q3 2022 in Review

615 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2022, worth a combined $47.4B — down 7% from $51B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of RY and 30 opened new positions — a net loss of 21 holders — while 188 trimmed existing stakes and 233 added.

The largest buyer was Bank of Montreal, adding an estimated $905M. The largest seller was Wellington Management Group, cutting an estimated $287M.

  • 615 institutional investors held Royal Bank of Canada (RY) as of Q3 2022, down from 645 in Q2 2022.
  • Funds reported $47.4B of Royal Bank of Canada stock for Q3 2022, down 7% quarter-over-quarter.
  • 30 funds opened new Royal Bank of Canada positions in Q3 2022 and 51 closed out, a net change of -21 holders.
  • The largest Royal Bank of Canada buyer in Q3 2022 was Bank of Montreal, an estimated $905M added.
  • The largest Royal Bank of Canada seller in Q3 2022 was Wellington Management Group, an estimated $287M sold.

Based on aggregated 13F filings for Q3 2022.