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Royal Bank of Canada

641 hedge funds and large institutions have $55.2B invested in Royal Bank of Canada in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 195 increasing their positions, 231 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $830M | Put options by funds: $572M

1.06% more ownership

Funds ownership: 44.13%45.18% (+1.1%)

5% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 55

1% less funds holding

Funds holding: 649641 (-8)

2% less funds holding in top 10

Funds holding in top 10: 5150 (-1)

6% less capital invested

Capital invested by funds: $58.8B → $55.2B (-$3.6B)

16% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 231

Holders
641
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.17%
Holding in Top 10
50
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.96%
% of All Funds
0.79%
New
52
Increased
195
Reduced
231
Closed
55
Calls
$830M
Puts
$572M
Net Calls
+$258M
Net Calls Change
+$5.67M
Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
301
First Trust Direct Indexing
Massachusetts
$1.01M +$5.86K +63 +0.5%
LCM
302
Leisure Capital Management
California
$1.01M +$9.02K +97 +0.9%
MAG
303
Mayfair Advisory Group
Alabama
$1M
SC
304
Syon Capital
California
$986K +$1.05M +11,279 New
SP
305
Symmetry Partners
Connecticut
$985K -$123K -1,323 -11%
EGM
306
Engineers Gate Manager
New York
$976K +$1.04M +11,167 New
TIA
307
Tandem Investment Advisors
South Carolina
$971K +$1.03M +11,106 New
PM
308
Pembroke Management
Quebec, Canada
$955K
FFA
309
Founders Financial Alliance
North Carolina
$954K -$279 -3 -0%
Walleye Capital
310
Walleye Capital
New York
$944K +$1M +10,797 New
SFS
311
Sowell Financial Services
Arkansas
$929K +$16.6K +179 +2%
AP
312
Americana Partners
Texas
$906K -$273K -2,934 -22%
GIBU
313
Gulf International Bank (UK)
United Kingdom
$898K -$231K -2,484 -19%
SI
314
Stephens Inc
Arkansas
$875K -$70.2K -755 -7%
NGA
315
Naples Global Advisors
Florida
$870K
EWG
316
Executive Wealth Group
Washington
$866K +$8.65K +93 +0.9%
Cerity Partners
317
Cerity Partners
New York
$865K -$391K -4,207 -30%
PSP
318
Principal Street Partners
Tennessee
$850K +$464K +4,990 +105%
FCBT
319
First Citizens Bank & Trust
North Carolina
$833K -$17K -183 -2%
BCI
320
Brinker Capital Investments
Pennsylvania
$830K -$121K -1,301 -12%
OPS
321
Orion Portfolio Solutions
Nebraska
$830K -$121K -1,301 -12%
SSWM
322
Sheets Smith Wealth Management
North Carolina
$826K
JEST
323
JTC Employer Solutions Trustee
Jersey
$813K
TSS
324
Two Sigma Securities
New York
$804K +$856K +9,198 New
QT
325
Quantbot Technologies
New York
$804K +$855K +9,193 New

RY Hedge Fund Activity: Q3 2023 in Review

641 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2023, worth a combined $55.2B — down 6.1% from $58.8B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of RY and 52 opened new positions — a net loss of 3 holders — while 231 trimmed existing stakes and 195 added.

The largest buyer was Bank of Montreal, adding an estimated $1.05B. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $325M sold.

  • 641 institutional investors held Royal Bank of Canada (RY) as of Q3 2023, down from 649 in Q2 2023.
  • Funds reported $55.2B of Royal Bank of Canada stock for Q3 2023, down 6.1% quarter-over-quarter.
  • 52 funds opened new Royal Bank of Canada positions in Q3 2023 and 55 closed out, a net change of -3 holders.
  • The largest Royal Bank of Canada buyer in Q3 2023 was Bank of Montreal, an estimated $1.05B added.
  • The largest Royal Bank of Canada seller in Q3 2023 was MUFG Securities EMEA, an estimated $325M sold.

Based on aggregated 13F filings for Q3 2023.