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Royal Bank of Canada

536 hedge funds and large institutions have $50.4B invested in Royal Bank of Canada in 2019 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 173 increasing their positions, 172 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $489M | Put options by funds: $331M

21% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 42

4% more capital invested

Capital invested by funds: $48.4B → $50.4B (+$2.05B)

1% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 172

1% more funds holding

Funds holding: 533536 (+3)

0.27% less ownership

Funds ownership: 43.44%43.17% (-0.27%)

4% less funds holding in top 10

Funds holding in top 10: 5351 (-2)

Holders
536
Holders Change
+3
Holders Change %
+0.56%
% of All Funds
11.75%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
1.12%
New
51
Increased
173
Reduced
172
Closed
42
Calls
$489M
Puts
$331M
Net Calls
+$158M
Net Calls Change
-$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
351
Weatherly Asset Management
California
$415K -$46.8K -600 -10%
AAS
352
Avantax Advisory Services
Texas
$411K -$316K -4,048 -44%
ACS
353
Archford Capital Strategies
Illinois
$406K -$5.62K -72 -1%
MHIC
354
Marble Harbor Investment Counsel
Massachusetts
$388K
PFS
355
Prospera Financial Services
Texas
$369K +$355K +4,550 New
LB
356
Landmark Bank
Missouri
$364K -$312 -4 -0.1%
FNT
357
First National Trust
Pennsylvania
$360K
RBFC
358
Roman Butler Fullerton & Co
Missouri
$360K +$1.56K +20 +0.5%
AC
359
Abbrea Capital
California
$357K
SSWM
360
Smith Salley Wealth Management
North Carolina
$353K
RIA
361
Regal Investment Advisors
Michigan
$351K -$47.7K -611 -12%
Capital World Investors
362
Capital World Investors
California
$351K +$338K +4,325 New
RTC
363
Riverview Trust Company
Washington
$349K -$156 -2 -0%
BO
364
Bank OZK
Arkansas
$345K -$15.6K -200 -4%
IWA
365
Intercontinental Wealth Advisors
Texas
$345K +$1.01K +13 +0.3%
CGL
366
Clarius Group LLC
Washington
$344K +$52.9K +678 +19%
ACA
367
Aptus Capital Advisors
Alabama
$342K
BCM
368
BlueCrest Capital Management
Jersey
$336K +$323K +4,139 New
BAM
369
Belpointe Asset Management
Nevada
$334K -$53.3K -683 -14%
FCI
370
Financial Counselors Inc
Kansas
$327K +$314K +4,025 New
LOAMS
371
Lombard Odier Asset Management (Switzerland)
Switzerland
$326K +$314K +4,022 New
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$325K +$312K +4,000 New
SIC
373
Shoker Investment Counsel
Ohio
$323K
VF
374
Virtu Financial
New York
$322K +$310K +3,968 New
GAM
375
Gotham Asset Management
New York
$316K -$7.03K -90 -2%

RY Hedge Fund Activity: Q3 2019 in Review

536 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2019, worth a combined $50.4B — up 4.2% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new RY positions and 42 closed out — a net gain of 9 holders — while 173 added to existing stakes and 172 trimmed.

The largest buyer was Fidelity International, adding an estimated $550M. The largest seller was Toronto Dominion Bank, cutting an estimated $1.06B.

  • 536 institutional investors held Royal Bank of Canada (RY) as of Q3 2019, up from 533 in Q2 2019.
  • Funds reported $50.4B of Royal Bank of Canada stock for Q3 2019, up 4.2% quarter-over-quarter.
  • 51 funds opened new Royal Bank of Canada positions in Q3 2019 and 42 closed out, a net change of +9 holders.
  • The largest Royal Bank of Canada buyer in Q3 2019 was Fidelity International, an estimated $550M added.
  • The largest Royal Bank of Canada seller in Q3 2019 was Toronto Dominion Bank, an estimated $1.06B sold.

Based on aggregated 13F filings for Q3 2019.