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Royal Bank of Canada

536 hedge funds and large institutions have $50.4B invested in Royal Bank of Canada in 2019 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 173 increasing their positions, 172 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $489M | Put options by funds: $331M

21% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 42

4% more capital invested

Capital invested by funds: $48.4B → $50.4B (+$2.05B)

1% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 172

1% more funds holding

Funds holding: 533536 (+3)

0.27% less ownership

Funds ownership: 43.44%43.17% (-0.27%)

4% less funds holding in top 10

Funds holding in top 10: 5351 (-2)

Holders
536
Holders Change
+3
Holders Change %
+0.56%
% of All Funds
11.75%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
1.12%
New
51
Increased
173
Reduced
172
Closed
42
Calls
$489M
Puts
$331M
Net Calls
+$158M
Net Calls Change
-$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
HIC
326
Holderness Investments Company
North Carolina
$483K -$7.81K -100 -2%
JAM
327
Jolley Asset Management
North Carolina
$471K +$117K +1,500 +35%
CCG
328
Cypress Capital Group
Florida
$469K +$2.89K +37 +0.6%
SCM
329
Sterling Capital Management
North Carolina
$465K
H
330
HoyleCohen
California
$463K
MFG
331
Merit Financial Group
Georgia
$463K +$12.6K +161 +3%
DIM
332
DC Investments Management
Virginia
$455K -$39K -499 -8%
JMFC
333
J.M. Forbes & Co
Massachusetts
$455K
C
334
Cerebellum
California
$455K +$94.5K +1,211 +28%
KFA
335
Kays Financial Advisory
Georgia
$448K
PCC
336
Park Circle Company
Maryland
$446K
SG Americas Securities
337
SG Americas Securities
New York
$441K +$424K +5,429 New
VOYA Investment Management
338
VOYA Investment Management
Georgia
$439K +$56.5K +724 +15%
SIC
339
Salem Investment Counselors
North Carolina
$438K
SBA
340
Secrest Blakey & Associates
North Carolina
$437K
WA
341
Wambolt & Associates
Colorado
$435K -$3.98K -51 -0.9%
BP
342
Ballentine Partners
Massachusetts
$435K
RB
343
Rodgers Brothers
Pennsylvania
$434K +$312 +4 +0.1%
LNC
344
Lincoln National Corp
Pennsylvania
$432K +$234 +3 +0.1%
PP
345
Palladium Partners
Virginia
$427K +$102K +1,305 +32%
CG
346
Caprock Group
Idaho
$424K -$26.4K -338 -6%
NL
347
NWAM LLC
Washington
$424K +$11.7K +150 +3%
IWC
348
Integrated Wealth Concepts
Massachusetts
$421K +$143K +1,828 +54%
WA
349
Waverly Advisors
Alabama
$417K +$401K +5,136 New
CGFA
350
Colton Groome Financial Advisors
North Carolina
$416K

RY Hedge Fund Activity: Q3 2019 in Review

536 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2019, worth a combined $50.4B — up 4.2% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new RY positions and 42 closed out — a net gain of 9 holders — while 173 added to existing stakes and 172 trimmed.

The largest buyer was Fidelity International, adding an estimated $550M. The largest seller was Toronto Dominion Bank, cutting an estimated $1.06B.

  • 536 institutional investors held Royal Bank of Canada (RY) as of Q3 2019, up from 533 in Q2 2019.
  • Funds reported $50.4B of Royal Bank of Canada stock for Q3 2019, up 4.2% quarter-over-quarter.
  • 51 funds opened new Royal Bank of Canada positions in Q3 2019 and 42 closed out, a net change of +9 holders.
  • The largest Royal Bank of Canada buyer in Q3 2019 was Fidelity International, an estimated $550M added.
  • The largest Royal Bank of Canada seller in Q3 2019 was Toronto Dominion Bank, an estimated $1.06B sold.

Based on aggregated 13F filings for Q3 2019.