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Royal Bank of Canada

663 hedge funds and large institutions have $61.1B invested in Royal Bank of Canada in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 212 increasing their positions, 206 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $800M | Put options by funds: $619M

14% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 58

6% more capital invested

Capital invested by funds: $57.3B → $61.1B (+$3.7B)

4% more funds holding in top 10

Funds holding in top 10: 4850 (+2)

3% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 206

0% more funds holding

Funds holding: 661663 (+2)

0.08% more ownership

Funds ownership: 43.82%43.9% (+0.08%)

Holders
663
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
10.57%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
0.8%
New
66
Increased
212
Reduced
206
Closed
58
Calls
$800M
Puts
$619M
Net Calls
+$180M
Net Calls Change
+$606M
Name Holding Trade Value Shares
Change
Change in
Stake
MPPLM
326
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$748K +$208K +2,103 +37%
PFA
327
Pathway Financial Advisers
Indiana
$737K +$23.3K +235 +3%
TWD
328
True Wealth Design
Ohio
$734K +$6.64K +67 +0.9%
EW
329
Evoke Wealth
California
$733K +$198 +2 +0%
OWP
330
Obermeyer Wealth Partners
Colorado
$727K
PM
331
Pembroke Management
Quebec, Canada
$727K
OC
332
Oppenheimer & Co
New York
$726K -$580K -5,856 -44%
CICI
333
Capital Investment Counsel Inc
North Carolina
$716K -$9.91K -100 -1%
RJT
334
Raymond James Trust
Florida
$712K -$19K -192 -3%
BFW
335
Brady Family Wealth
Missouri
$697K -$43.3K -437 -6%
First Manhattan
336
First Manhattan
New York
$696K
FOA
337
Five Oceans Advisors
California
$685K -$31.9K -322 -4%
AWA
338
Arkadios Wealth Advisors
Georgia
$683K +$4.16K +42 +0.6%
EWM
339
EPG Wealth Management
Georgia
$683K +$323K +3,258 +84%
Parallax Volatility Advisers
340
Parallax Volatility Advisers
California
$676K -$3.1M -31,309 -82%
NGA
341
Naples Global Advisors
Florida
$650K
GWS
342
Glassman Wealth Services
Virginia
$638K +$15.9K +160 +2%
WCA
343
Westover Capital Advisors
Delaware
$637K -$8.82K -89 -1%
KC
344
Kingfisher Capital
North Carolina
$619K +$5.05K +51 +0.8%
IWA
345
Intercontinental Wealth Advisors
Texas
$617K -$8.52K -86 -1%
KCM
346
Kathmere Capital Management
Pennsylvania
$611K +$121K +1,219 +24%
WG
347
Welch Group
Alabama
$611K
PP
348
Patten & Patten
Tennessee
$605K
Twin Tree Management
349
Twin Tree Management
Texas
$603K +$625K +6,305 New
MML Investors Services
350
MML Investors Services
Massachusetts
$597K +$4.26K +43 +0.7%

RY Hedge Fund Activity: Q1 2023 in Review

663 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q1 2023, worth a combined $61.1B — up 6.5% from $57.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new RY positions and 58 closed out — a net gain of 8 holders — while 212 added to existing stakes and 206 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $329M. The largest seller was Goldman Sachs, cutting an estimated $372M.

  • 663 institutional investors held Royal Bank of Canada (RY) as of Q1 2023, up from 661 in Q4 2022.
  • Funds reported $61.1B of Royal Bank of Canada stock for Q1 2023, up 6.5% quarter-over-quarter.
  • 66 funds opened new Royal Bank of Canada positions in Q1 2023 and 58 closed out, a net change of +8 holders.
  • The largest Royal Bank of Canada buyer in Q1 2023 was Bank of Montreal, an estimated $329M added.
  • The largest Royal Bank of Canada seller in Q1 2023 was Goldman Sachs, an estimated $372M sold.

Based on aggregated 13F filings for Q1 2023.