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Royal Bank of Canada
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Overview Fund Activity

657 hedge funds and large institutions have $57.3B invested in Royal Bank of Canada in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 188 increasing their positions, 216 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
+45
Holders Change %
+7.35%
% of All Funds
10.6%
Holding in Top 10
48
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.43%
% of All Funds
0.77%
New
86
Increased
188
Reduced
216
Closed
25
Calls
$674M
Puts
$1.1B
Net Calls
-$426M
Net Calls Change
-$250M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$1.19B
2
Goldman Sachs
Goldman Sachs
New York
+$439M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$225M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$124M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$98.1M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$580M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$405M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$93.9M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$77.9M
5
Franklin Resources
Franklin Resources
California
-$76.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PM
326
Pembroke Management
Quebec, Canada
$716K +$127K +1,001 +22%
TWD
327
True Wealth Design
Ohio
$716K +$716K +7,616 New
ECM
328
Evergreen Capital Management
Washington
$716K -$48.9K -520 -6%
OWP
329
Obermeyer Wealth Partners
Colorado
$716K – – –
CICI
330
Capital Investment Counsel Inc
North Carolina
$713K – – –
SFA
331
Sequoia Financial Advisors
Ohio
$712K +$264K +2,807 +59%
FOA
332
Five Oceans Advisors
California
$704K – – –
PFA
333
Pathway Financial Advisers
Indiana
$703K +$703K +7,472 New
KI
334
Kula Investments
Illinois
$694K +$694K +5,448 New
DA
335
Duality Advisers
Florida
$686K +$686K +7,291 New
First Manhattan
336
First Manhattan
New York
$684K – – –
CCG
337
Cypress Capital Group
Florida
$668K +$17.8K +189 +3%
AWA
338
Arkadios Wealth Advisors
Georgia
$668K +$1.79K +19 +0.3%
AC
339
AXQ Capital
New Jersey
$668K +$668K +7,100 New
EWA
340
Exencial Wealth Advisors
Oklahoma
$648K -$8.46K -90 -1%
NGA
341
Naples Global Advisors
Florida
$640K – – –
WCA
342
Westover Capital Advisors
Delaware
$635K -$181K -1,930 -22%
SFG
343
Sather Financial Group
Texas
$626K +$626K +6,655 New
CGL
344
Clarius Group LLC
Washington
$623K +$121K +1,284 +24%
IWA
345
Intercontinental Wealth Advisors
Texas
$615K +$3.1K +33 +0.5%
ALAM
346
Asahi Life Asset Management
Japan
$614K +$250K +2,660 +69%
GWS
347
Glassman Wealth Services
Virginia
$613K -$20.2K -215 -3%
KC
348
Kingfisher Capital
North Carolina
$605K +$4.71K +50 +0.8%
OTPPB
349
Ontario Teachers' Pension Plan Board
Ontario, Canada
$603K +$269K +2,864 +81%
WG
350
Welch Group
Alabama
$601K – – –
12 13
14
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