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Royal Bank of Canada
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Overview Fund Activity

671 hedge funds and large institutions have $65B invested in Royal Bank of Canada in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 204 increasing their positions, 223 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+35
Holders Change %
+5.5%
% of All Funds
9.84%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.78%
New
95
Increased
204
Reduced
223
Closed
51
Calls
$1.05B
Puts
$734M
Net Calls
+$318M
Net Calls Change
+$60M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$590M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$569M
3
Capital World Investors
Capital World Investors
California
+$365M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$240M
5
Goldman Sachs
Goldman Sachs
New York
+$213M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.35B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$295M
3
Franklin Resources
Franklin Resources
California
-$182M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$98.3M
5
Millennium Management
Millennium Management
New York
-$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
326
Leisure Capital Management
California
$919K -$244K -2,409 -21%
MWM
327
Modera Wealth Management
New Jersey
$918K -$1.11K -11 -0.1%
TIA
328
Tandem Investment Advisors
South Carolina
$910K -$213K -2,106 -19%
CB
329
Community Bank
New York
$909K – – –
ECM
330
Evergreen Capital Management
Washington
$909K +$407K +4,023 +81%
WS
331
Wedbush Securities
California
$903K +$15.1K +149 +2%
GIBU
332
Gulf International Bank (UK)
United Kingdom
$872K -$168K -1,660 -16%
SP
333
Symmetry Partners
Connecticut
$834K -$308K -3,043 -27%
PFA
334
Pathway Financial Advisers
Indiana
$827K +$41.3K +408 +5%
CW
335
Connectus Wealth
Ohio
$825K -$10.1K -100 -1%
SSWM
336
Sheets Smith Wealth Management
North Carolina
$820K -$135K -1,331 -14%
BC
337
Burney Company
Virginia
$816K +$2.53K +25 +0.3%
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$811K -$37.1K -367 -4%
OC
339
Oppenheimer & Co
New York
$798K -$6.78K -67 -0.8%
RJT
340
Raymond James Trust
Florida
$792K +$15.9K +157 +2%
TCG
341
Tremblant Capital Group
Florida
$791K +$146K +1,440 +23%
SMA
342
Sage Mountain Advisors
Georgia
$780K +$167K +1,649 +27%
HF
343
HRT Financial
New York
$779K -$401K -3,969 -34%
OWP
344
Obermeyer Wealth Partners
Colorado
$770K – – –
MML Investors Services
345
MML Investors Services
Massachusetts
$762K +$118K +1,167 +18%
BFW
346
Brady Family Wealth
Missouri
$737K -$4.85K -48 -0.7%
CICI
347
Capital Investment Counsel Inc
North Carolina
$737K – – –
First Manhattan
348
First Manhattan
New York
$736K – – –
AWA
349
Arkadios Wealth Advisors
Georgia
$722K -$9.2K -91 -1%
SFA
350
Sequoia Financial Advisors
Ohio
$714K -$156K -1,542 -18%
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