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Royal Bank of Canada

566 hedge funds and large institutions have $49.8B invested in Royal Bank of Canada in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 174 increasing their positions, 182 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $653M | Put options by funds: $286M

100% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 42

6% more funds holding

Funds holding: 536566 (+30)

0.23% less ownership

Funds ownership: 43.17%42.93% (-0.23%)

1% less capital invested

Capital invested by funds: $50.4B → $49.8B (-$598M)

4% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 182

2% less funds holding in top 10

Funds holding in top 10: 5150 (-1)

Holders
566
Holders Change
+30
Holders Change %
+5.6%
% of All Funds
11.15%
Holding in Top 10
50
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.96%
% of All Funds
0.99%
New
84
Increased
174
Reduced
182
Closed
42
Calls
$653M
Puts
$286M
Net Calls
+$367M
Net Calls Change
+$209M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
326
J.W. Cole Advisors
Florida
$526K +$535K +6,640 New
PSUF
327
People's United Financial
Connecticut
$524K -$32.5K -403 -6%
MWM
328
Marietta Wealth Management
Georgia
$524K +$13.6K +169 +3%
NGA
329
Naples Global Advisors
Florida
$521K
Squarepoint
330
Squarepoint
New York
$511K -$235K -2,921 -31%
CIAS
331
Capital Investment Advisory Services
North Carolina
$505K +$8.05K +100 +2%
SCM
332
Stevens Capital Management
Pennsylvania
$495K +$504K +6,251 New
BAM
333
Belpointe Asset Management
Nevada
$485K +$161K +2,005 +49%
HTHT
334
Hemenway Trust Hemenway Trust
New Hampshire
$483K
FPFS
335
First Personal Financial Services
North Carolina
$482K -$64.4K -800 -12%
TT
336
TI-Trust
Illinois
$475K +$483K +6,000 New
ACA
337
Atlas Capital Advisors
Wyoming
$474K +$482K +5,979 New
HIC
338
Holderness Investments Company
North Carolina
$471K
SIC
339
Shoker Investment Counsel
Ohio
$460K +$148K +1,833 +46%
Lido Advisors
340
Lido Advisors
California
$458K +$466K +5,789 New
ACWM
341
Adams Chetwood Wealth Management
North Carolina
$453K +$461K +5,718 New
HIA
342
Harbor Investment Advisory
Maryland
$453K +$461K +5,721 New
H
343
HoyleCohen
California
$451K
Rockefeller Capital Management
344
Rockefeller Capital Management
New York
$446K +$214K +2,653 +89%
Verition Fund Management
345
Verition Fund Management
Connecticut
$446K +$454K +5,636 New
QI
346
QS Investors
New York
$445K -$604K -7,500 -57%
DIM
347
DC Investments Management
Virginia
$444K -$81 -1 -0%
JMFC
348
J.M. Forbes & Co
Massachusetts
$444K
AFAS
349
Acorn Financial Advisory Services
Virginia
$441K +$448K +5,567 New
KFA
350
Kays Financial Advisory
Georgia
$437K

RY Hedge Fund Activity: Q4 2019 in Review

566 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2019, worth a combined $49.8B — down 1.2% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new RY positions and 42 closed out — a net gain of 42 holders — while 174 added to existing stakes and 182 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $308M. The largest seller was Fidelity International, cutting an estimated $459M.

  • 566 institutional investors held Royal Bank of Canada (RY) as of Q4 2019, up from 536 in Q3 2019.
  • Funds reported $49.8B of Royal Bank of Canada stock for Q4 2019, down 1.2% quarter-over-quarter.
  • 84 funds opened new Royal Bank of Canada positions in Q4 2019 and 42 closed out, a net change of +42 holders.
  • The largest Royal Bank of Canada buyer in Q4 2019 was Goldman Sachs, an estimated $308M added.
  • The largest Royal Bank of Canada seller in Q4 2019 was Fidelity International, an estimated $459M sold.

Based on aggregated 13F filings for Q4 2019.