We are live on ! Find out more
RY icon

Royal Bank of Canada

588 hedge funds and large institutions have $57B invested in Royal Bank of Canada in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 217 increasing their positions, 168 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $395M | Put options by funds: $183M

29% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 168

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

13% more capital invested

Capital invested by funds: $50.5B → $57B (+$6.55B)

2% more funds holding

Funds holding: 579588 (+9)

0.21% more ownership

Funds ownership: 42.91%43.11% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 5252 (0)

Holders
588
Holders Change
+9
Holders Change %
+1.55%
% of All Funds
10.32%
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.91%
New
66
Increased
217
Reduced
168
Closed
54
Calls
$395M
Puts
$183M
Net Calls
+$212M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
326
J.W. Cole Advisors
Florida
$614K +$34.8K +400 +6%
NGA
327
Naples Global Advisors
Florida
$606K
ACM
328
Ategra Capital Management
Virginia
$600K
WG
329
Welch Group
Alabama
$598K
RWM
330
Ritholtz Wealth Management
New York
$594K +$127K +1,454 +29%
YIH
331
Y-Intercept (HK)
Hong Kong
$593K +$263K +3,027 +90%
FC
332
FORA Capital
Florida
$587K -$175K -2,011 -24%
CIAS
333
Capital Investment Advisory Services
North Carolina
$584K
PP
334
Patten & Patten
Tennessee
$584K
CRC
335
Curi RMB Capital
Illinois
$581K
EI
336
Ethic Inc
New York
$558K -$106K -1,222 -17%
Macquarie Group
337
Macquarie Group
Australia
$558K +$527K +6,058 New
CCIA
338
Campbell & Co Investment Adviser
Maryland
$552K -$1.07M -12,300 -67%
IAA
339
Independent Advisor Alliance
North Carolina
$552K -$91.9K -1,056 -15%
BC
340
Burney Company
Virginia
$551K +$4.61K +53 +0.9%
SMA
341
Sage Mountain Advisors
Georgia
$547K +$2.7K +31 +0.5%
SBF
342
Sara-Bay Financial
Florida
$546K +$27.2K +313 +6%
CCA
343
Checchi Capital Advisers
California
$536K -$44K -505 -8%
FNT
344
First National Trust
Pennsylvania
$531K
ACWM
345
Adams Chetwood Wealth Management
North Carolina
$527K
H
346
HoyleCohen
California
$526K
KA
347
Klingman & Associates
New York
$526K
HC
348
Henshaw Capital
Massachusetts
$521K
TNB
349
TCF National Bank
South Dakota
$520K -$3.48K -40 -0.7%
JMFC
350
J.M. Forbes & Co
Massachusetts
$516K

RY Hedge Fund Activity: Q1 2021 in Review

588 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q1 2021, worth a combined $57B — up 13% from $50.5B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new RY positions and 54 closed out — a net gain of 12 holders — while 217 added to existing stakes and 168 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $1.04B. The largest seller was Canada Life, cutting an estimated $1.04B.

  • 588 institutional investors held Royal Bank of Canada (RY) as of Q1 2021, up from 579 in Q4 2020.
  • Funds reported $57B of Royal Bank of Canada stock for Q1 2021, up 13% quarter-over-quarter.
  • 66 funds opened new Royal Bank of Canada positions in Q1 2021 and 54 closed out, a net change of +12 holders.
  • The largest Royal Bank of Canada buyer in Q1 2021 was Mackenzie Financial, an estimated $1.04B added.
  • The largest Royal Bank of Canada seller in Q1 2021 was Canada Life, an estimated $1.04B sold.

Based on aggregated 13F filings for Q1 2021.