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Royal Bank of Canada

579 hedge funds and large institutions have $50.5B invested in Royal Bank of Canada in 2020 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 190 increasing their positions, 181 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 29

115% more call options, than puts

Call options by funds: $439M | Put options by funds: $205M

17% more capital invested

Capital invested by funds: $43B → $50.5B (+$7.51B)

11% more funds holding

Funds holding: 521579 (+58)

8% more funds holding in top 10

Funds holding in top 10: 4852 (+4)

5% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 181

0.38% more ownership

Funds ownership: 42.53%42.91% (+0.38%)

Holders
579
Holders Change
+58
Holders Change %
+11.13%
% of All Funds
10.25%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
0.92%
New
92
Increased
190
Reduced
181
Closed
29
Calls
$439M
Puts
$205M
Net Calls
+$234M
Net Calls Change
+$76.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
326
Merit Financial Group
Georgia
$581K +$387 +5 +0.1%
Squarepoint
327
Squarepoint
New York
$581K +$548K +7,077 New
IAA
328
Independent Advisor Alliance
North Carolina
$578K +$121K +1,560 +28%
AWA
329
Arkadios Wealth Advisors
Georgia
$577K +$17.5K +226 +3%
SAM
330
Shikiar Asset Management
New York
$569K
RIA
331
Regal Investment Advisors
Michigan
$562K +$530K +6,847 New
PFS
332
Prospera Financial Services
Texas
$556K +$85.4K +1,103 +19%
NGA
333
Naples Global Advisors
Florida
$540K
ACM
334
Ategra Capital Management
Virginia
$534K
WG
335
Welch Group
Alabama
$533K
IWA
336
Intercontinental Wealth Advisors
Texas
$533K +$95.1K +1,229 +23%
CCG
337
Cypress Capital Group
Florida
$523K -$4.95K -64 -1%
PP
338
Patten & Patten
Tennessee
$519K -$7.35K -95 -1%
CIAS
339
Capital Investment Advisory Services
North Carolina
$519K
CCA
340
Checchi Capital Advisers
California
$518K +$65.2K +842 +15%
CRC
341
Curi RMB Capital
Illinois
$517K
BAM
342
Blueshift Asset Management
New Jersey
$515K +$486K +6,279 New
JWCA
343
J.W. Cole Advisors
Florida
$513K -$621K -8,030 -56%
X
344
Xponance
Pennsylvania
$502K
BC
345
Burney Company
Virginia
$486K +$458K +5,924 New
SMA
346
Sage Mountain Advisors
Georgia
$485K +$457K +5,906 New
AFAS
347
Acorn Financial Advisory Services
Virginia
$479K
FNT
348
First National Trust
Pennsylvania
$473K
ACWM
349
Adams Chetwood Wealth Management
North Carolina
$469K
H
350
HoyleCohen
California
$468K