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Royal Bank of Canada

615 hedge funds and large institutions have $47.4B invested in Royal Bank of Canada in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 233 increasing their positions, 188 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 188

8% more funds holding in top 10

Funds holding in top 10: 4953 (+4)

0.94% more ownership

Funds ownership: 41.71%42.64% (+0.94%)

5% less funds holding

Funds holding: 645615 (-30)

7% less capital invested

Capital invested by funds: $51B → $47.4B (-$3.58B)

27% less call options, than puts

Call options by funds: $479M | Put options by funds: $654M

41% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 51

Holders
615
Holders Change
-30
Holders Change %
-4.65%
% of All Funds
10.59%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.91%
New
30
Increased
233
Reduced
188
Closed
51
Calls
$479M
Puts
$654M
Net Calls
-$176M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
326
Exencial Wealth Advisors
Oklahoma
$628K +$9.3K +97 +1%
CCG
327
Cypress Capital Group
Florida
$623K -$479 -5 -0.1%
GWM
328
GSB Wealth Management
Connecticut
$615K +$62.3K +650 +11%
NGA
329
Naples Global Advisors
Florida
$613K
GWS
330
Glassman Wealth Services
Virginia
$606K +$6.33K +66 +1%
XT
331
XTX Topco
Cayman Islands
$600K +$318K +3,314 +99%
IWA
332
Intercontinental Wealth Advisors
Texas
$586K -$18.5K -193 -3%
WG
333
Welch Group
Alabama
$575K -$2.4K -25 -0.4%
PM
334
Pembroke Management
Quebec, Canada
$575K +$94.6K +986 +27%
KC
335
Kingfisher Capital
North Carolina
$574K +$5.08K +53 +0.8%
HNB
336
Huntington National Bank
Ohio
$571K -$24.5K -255 -4%
PP
337
Patten & Patten
Tennessee
$570K
HLOC
338
H.L. Ormond & Company
North Carolina
$567K +$3.84K +40 +0.6%
CIAS
339
Capital Investment Advisory Services
North Carolina
$567K +$25K +261 +4%
AIP
340
ARS Investment Partners
New York
$564K +$600K +6,260 New
MPIA
341
Mountain Pacific Investment Advisers
Idaho
$558K
ACM
342
Ategra Capital Management
Virginia
$555K
MML Investors Services
343
MML Investors Services
Massachusetts
$551K +$32.4K +338 +6%
SMA
344
Sage Mountain Advisors
Georgia
$548K -$9.49K -99 -2%
SBF
345
Sara-Bay Financial
Florida
$541K
TT
346
TI-Trust
Illinois
$540K
MFG
347
Merit Financial Group
Georgia
$540K +$10.6K +111 +2%
Credit Agricole
348
Credit Agricole
France
$537K +$356K +3,714 +165%
DWM
349
Dakota Wealth Management
Florida
$530K +$564K +5,886 New
ACA
350
Aptus Capital Advisors
Alabama
$528K +$40.2K +419 +8%

RY Hedge Fund Activity: Q3 2022 in Review

615 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2022, worth a combined $47.4B — down 7% from $51B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of RY and 30 opened new positions — a net loss of 21 holders — while 188 trimmed existing stakes and 233 added.

The largest buyer was Bank of Montreal, adding an estimated $905M. The largest seller was Wellington Management Group, cutting an estimated $287M.

  • 615 institutional investors held Royal Bank of Canada (RY) as of Q3 2022, down from 645 in Q2 2022.
  • Funds reported $47.4B of Royal Bank of Canada stock for Q3 2022, down 7% quarter-over-quarter.
  • 30 funds opened new Royal Bank of Canada positions in Q3 2022 and 51 closed out, a net change of -21 holders.
  • The largest Royal Bank of Canada buyer in Q3 2022 was Bank of Montreal, an estimated $905M added.
  • The largest Royal Bank of Canada seller in Q3 2022 was Wellington Management Group, an estimated $287M sold.

Based on aggregated 13F filings for Q3 2022.