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Royal Bank of Canada
RY

376 hedge funds and large institutions have $48.7B invested in Royal Bank of Canada in 2014 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 124 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $43.9B → $48.7B (+$4.81B)

4% more funds holding

Funds holding: 362 → 376 (+14)

3% more funds holding in top 10

Funds holding in top 10: 39 → 40 (+1)

1.13% more ownership

Funds ownership: 45.98% → 47.11% (+1.1%)

1% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 124

9% less call options, than puts

Call options by funds: $303M | Put options by funds: $333M

Holders
376
Holders Change
+14
Holders Change %
+3.87%
% of All Funds
10.81%
Holding in Top 10
40
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.56%
% of All Funds
1.15%
New
38
Increased
123
Reduced
124
Closed
22
Calls
$303M
Puts
$333M
Net Calls
-$30.2M
Net Calls Change
-$85M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$806M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$541M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$99.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$75.2M
5
Two Sigma Investments
Two Sigma Investments
New York
+$65.9M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$171M
2
Goldman Sachs
Goldman Sachs
New York
-$72M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$56.4M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$54.6M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$44.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
351
Advisors Preferred
Maryland
$25.4K +$24.1K +355 New
BBPWM
352
Blue Bell Private Wealth Management
Pennsylvania
$25K – – –
PAS
353
Partnervest Advisory Services
California
$24K – – –
ST
354
SpiderRock Trading
Illinois
$24K – – –
CGT
355
Capital Guardian Trust
California
$23K +$21.7K +320 New
DAM
356
Delta Asset Management
Tennessee
$22K – – –
PFSC
357
Peoples Financial Services Corp
Pennsylvania
$21K – – –
PMFA
358
Plante Moran Financial Advisors
Michigan
$21K – – –
SSG
359
Summit Securities Group
New York
$21K +$20.3K +300 New
GGPS
360
Gary Goldberg Planning Services
New York
$19K +$18.3K +270 New
PTC
361
Private Trust Company
Ohio
$16K +$407 +6 +3%
FWM
362
Focused Wealth Management
New York
$14K -$9.97K -147 -43%
CFN
363
Cordasco Financial Network
Florida
$14K – – –
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
MA
365
MCF Advisors
Kentucky
$14K – – –
DBT
366
Dubuque Bank & Trust
Iowa
$13K – – –
NMIS
367
Northwestern Mutual Investment Services
Wisconsin
$10K +$9.83K +145 New
HRIA
368
Haberer Registered Investment Advisor
Ohio
$9K – – –
MA
369
MUFG Americas
New York
$9K – – –
PCM
370
Prelude Capital Management
New York
$9K +$8.82K +130 New
First Manhattan
371
First Manhattan
New York
$8K – – –
RFA
372
Reilly Financial Advisors
California
$8K – – –
Bessemer Group
373
Bessemer Group
New Jersey
$7K – – –
TIM
374
Tortoise Investment Management
New York
$7K +$6.78K +100 New
HCC
375
Hirtle Callaghan & Co
Pennsylvania
$1K +$1.08K +16 New
12 13 14
15
16

RY Hedge Fund Activity: Q2 2014 in Review

376 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q2 2014, worth a combined $48.7B — up 11% from $43.9B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RY positions and 22 closed out — a net gain of 16 holders — while 123 added to existing stakes and 124 trimmed.

The largest buyer was Norges Bank, adding an estimated $806M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $171M.

  • 376 institutional investors held Royal Bank of Canada (RY) as of Q2 2014, up from 362 in Q1 2014.
  • Funds reported $48.7B of Royal Bank of Canada stock for Q2 2014, up 11% quarter-over-quarter.
  • 38 funds opened new Royal Bank of Canada positions in Q2 2014 and 22 closed out, a net change of +16 holders.
  • The largest Royal Bank of Canada buyer in Q2 2014 was Norges Bank, an estimated $806M added.
  • The largest Royal Bank of Canada seller in Q2 2014 was Manulife (Manufacturers Life Insurance), an estimated $171M sold.

Based on aggregated 13F filings for Q2 2014.