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Royal Bank of Canada

641 hedge funds and large institutions have $55.2B invested in Royal Bank of Canada in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 195 increasing their positions, 231 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $830M | Put options by funds: $572M

1.06% more ownership

Funds ownership: 44.13%45.18% (+1.1%)

5% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 55

1% less funds holding

Funds holding: 649641 (-8)

2% less funds holding in top 10

Funds holding in top 10: 5150 (-1)

6% less capital invested

Capital invested by funds: $58.8B → $55.2B (-$3.6B)

16% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 231

Holders
641
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.17%
Holding in Top 10
50
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.96%
% of All Funds
0.79%
New
52
Increased
195
Reduced
231
Closed
55
Calls
$830M
Puts
$572M
Net Calls
+$258M
Net Calls Change
+$5.67M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
326
Waverly Advisors
Alabama
$804K
MWM
327
Modera Wealth Management
New Jersey
$795K -$1.16M -12,464 -58%
CB
328
Community Bank
New York
$786K -$55.8K -600 -6%
MPPLM
329
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$780K +$78.5K +844 +10%
WS
330
Wedbush Securities
California
$767K +$24.8K +267 +3%
SFA
331
Sequoia Financial Advisors
Ohio
$752K -$13.5K -145 -2%
Squarepoint
332
Squarepoint
New York
$741K -$253K -2,717 -24%
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$733K +$780K +8,387 New
CW
334
Connectus Wealth
Ohio
$720K +$765K +8,230 New
CP
335
CenterBook Partners
Connecticut
$717K +$762K +8,196 New
BC
336
Burney Company
Virginia
$703K +$8.84K +95 +1%
OC
337
Oppenheimer & Co
New York
$696K -$93 -1 -0%
ERSOT
338
Employees Retirement System of Texas
Texas
$684K +$727K +7,820 New
Tudor Investment Corp
339
Tudor Investment Corp
Connecticut
$681K +$134K +1,443 +23%
PFA
340
Pathway Financial Advisers
Indiana
$680K +$723K +7,772 New
Wolverine Trading
341
Wolverine Trading
Illinois
$671K +$172K +1,845 +32%
RJT
342
Raymond James Trust
Florida
$671K -$1.58K -17 -0.2%
OWP
343
Obermeyer Wealth Partners
Colorado
$666K
ONST
344
Old North State Trust
North Carolina
$665K -$2.64M -28,350 -79%
BFW
345
Brady Family Wealth
Missouri
$642K +$4.46K +48 +0.7%
CICI
346
Capital Investment Counsel Inc
North Carolina
$637K -$28.2K -303 -4%
First Manhattan
347
First Manhattan
New York
$637K
AWA
348
Arkadios Wealth Advisors
Georgia
$632K +$3.07K +33 +0.5%
DCP
349
DSM Capital Partners
Florida
$630K
CCA
350
Checchi Capital Advisers
California
$613K +$55.3K +595 +9%

RY Hedge Fund Activity: Q3 2023 in Review

641 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2023, worth a combined $55.2B — down 6.1% from $58.8B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of RY and 52 opened new positions — a net loss of 3 holders — while 231 trimmed existing stakes and 195 added.

The largest buyer was Bank of Montreal, adding an estimated $1.05B. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $325M sold.

  • 641 institutional investors held Royal Bank of Canada (RY) as of Q3 2023, down from 649 in Q2 2023.
  • Funds reported $55.2B of Royal Bank of Canada stock for Q3 2023, down 6.1% quarter-over-quarter.
  • 52 funds opened new Royal Bank of Canada positions in Q3 2023 and 55 closed out, a net change of -3 holders.
  • The largest Royal Bank of Canada buyer in Q3 2023 was Bank of Montreal, an estimated $1.05B added.
  • The largest Royal Bank of Canada seller in Q3 2023 was MUFG Securities EMEA, an estimated $325M sold.

Based on aggregated 13F filings for Q3 2023.