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Royal Bank of Canada

355 hedge funds and large institutions have $44.4B invested in Royal Bank of Canada in 2013 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 126 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 32

3% more funds holding

Funds holding: 344355 (+11)

5% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 120

4% more capital invested

Capital invested by funds: $42.8B → $44.4B (+$1.6B)

0.72% less ownership

Funds ownership: 46.44%45.72% (-0.72%)

1% less call options, than puts

Call options by funds: $268M | Put options by funds: $271M

12% less funds holding in top 10

Funds holding in top 10: 4237 (-5)

Holders
355
Holders Change
+11
Holders Change %
+3.2%
% of All Funds
10.3%
Holding in Top 10
37
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.9%
% of All Funds
1.07%
New
49
Increased
126
Reduced
120
Closed
32
Calls
$268M
Puts
$271M
Net Calls
-$3.15M
Net Calls Change
-$94.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
326
Bartlett & Co
Ohio
$40K
LFR
327
Lehman Financial Resources
Pennsylvania
$40K
GT
328
Glenmede Trust
Pennsylvania
$38K
MFS
329
MSI Financial Services
Massachusetts
$36K
SNT
330
Security National Trust
West Virginia
$34K
WAM
331
Wolverine Asset Management
Illinois
$33K +$33.2K +500 New
EFSCE
332
Enterprise Financial Services Corp (EFSC)
Missouri
$32K
WEC
333
Winslow Evans & Crocker
Massachusetts
$31K +$30.2K +455 New
FFC
334
First Financial Corp
Indiana
$28K
SSB
335
Sandy Spring Bank
Maryland
$24K
FWM
336
Focused Wealth Management
New York
$23K +$199 +3 +0.9%
BBPWM
337
Blue Bell Private Wealth Management
Pennsylvania
$23K +$22.9K +345 New
DAM
338
Delta Asset Management
Tennessee
$21K +$20.2K +305 New
PMFA
339
Plante Moran Financial Advisors
Michigan
$20K -$12.3K -185 -38%
PFSC
340
Peoples Financial Services Corp
Pennsylvania
$20K +$19.9K +300 New
FNBT
341
FineMark National Bank & Trust
Florida
$18K
PTC
342
Private Trust Company
Ohio
$18K +$11.6K +175 +184%
PAS
343
Partnervest Advisory Services
California
$17K +$17K +256 New
SF
344
Synovus Financial
Georgia
$14K +$1.46K +22 +12%
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$13K
CFN
346
Cordasco Financial Network
Florida
$13K +$13.3K +200 New
DBT
347
Dubuque Bank & Trust
Iowa
$12K
JG
348
Jefferies Group
New York
$11K -$64K -965 -87%
MA
349
MUFG Americas
New York
$9K +$7.96K +120 +1,091%
First Manhattan
350
First Manhattan
New York
$8K

RY Hedge Fund Activity: Q4 2013 in Review

355 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2013, worth a combined $44.4B — up 3.7% from $42.8B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new RY positions and 32 closed out — a net gain of 17 holders — while 126 added to existing stakes and 120 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $145M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $223M sold.

  • 355 institutional investors held Royal Bank of Canada (RY) as of Q4 2013, up from 344 in Q3 2013.
  • Funds reported $44.4B of Royal Bank of Canada stock for Q4 2013, up 3.7% quarter-over-quarter.
  • 49 funds opened new Royal Bank of Canada positions in Q4 2013 and 32 closed out, a net change of +17 holders.
  • The largest Royal Bank of Canada buyer in Q4 2013 was Credit Suisse, an estimated $145M added.
  • The largest Royal Bank of Canada seller in Q4 2013 was Capital Research Global Investors, an estimated $223M sold.

Based on aggregated 13F filings for Q4 2013.