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Royal Bank of Canada

615 hedge funds and large institutions have $47.4B invested in Royal Bank of Canada in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 233 increasing their positions, 188 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 188

8% more funds holding in top 10

Funds holding in top 10: 4953 (+4)

0.94% more ownership

Funds ownership: 41.71%42.64% (+0.94%)

5% less funds holding

Funds holding: 645615 (-30)

7% less capital invested

Capital invested by funds: $51B → $47.4B (-$3.58B)

27% less call options, than puts

Call options by funds: $479M | Put options by funds: $654M

41% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 51

Holders
615
Holders Change
-30
Holders Change %
-4.65%
% of All Funds
10.59%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.91%
New
30
Increased
233
Reduced
188
Closed
51
Calls
$479M
Puts
$654M
Net Calls
-$176M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
351
Transamerica Financial Advisors
Florida
$524K -$122K -1,272 -18%
KA
352
Klingman & Associates
New York
$521K +$5.56K +58 +1%
TCWM
353
Total Clarity Wealth Management
Illinois
$520K +$19.2K +200 +4%
FNT
354
First National Trust
Pennsylvania
$517K
H
355
HoyleCohen
California
$513K
JMFC
356
J.M. Forbes & Co
Massachusetts
$504K
HIC
357
Holderness Investments Company
North Carolina
$495K
PCC
358
Park Circle Company
Maryland
$495K
GWANC
359
Guardian Wealth Advisors (North Carolina)
North Carolina
$484K
CGL
360
Clarius Group LLC
Washington
$481K +$56.8K +592 +12%
MSAM
361
Moloney Securities Asset Management
Missouri
$480K -$71.9K -750 -12%
VT
362
Vise Technologies
New York
$479K +$96.8K +1,009 +23%
SFO
363
Stokes Family Office
Louisiana
$478K -$64.5K -673 -11%
CCM
364
Cullen Capital Management
New York
$478K
MPPLM
365
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$476K +$47.6K +496 +10%
PWPS
366
Pinnacle Wealth Planning Services
Ohio
$470K +$15.2K +159 +3%
PA
367
Parallel Advisors
California
$467K -$17.4K -181 -3%
SAM
368
Shikiar Asset Management
New York
$464K
SIC
369
Salem Investment Counselors
North Carolina
$462K
CWM
370
Chemistry Wealth Management
New York
$460K
SNT
371
SIG North Trading
Pennsylvania
$454K -$4.13M -43,067 -89%
BHC
372
Bowen Hanes & Co
Florida
$452K -$708K -7,388 -60%
MHIC
373
Marble Harbor Investment Counsel
Massachusetts
$451K
BWCS
374
Beirne Wealth Consulting Services
Connecticut
$450K +$479K +5,000 New
QCG
375
Quadrant Capital Group
Ohio
$447K -$200K -2,082 -30%

RY Hedge Fund Activity: Q3 2022 in Review

615 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2022, worth a combined $47.4B — down 7% from $51B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of RY and 30 opened new positions — a net loss of 21 holders — while 188 trimmed existing stakes and 233 added.

The largest buyer was Bank of Montreal, adding an estimated $905M. The largest seller was Wellington Management Group, cutting an estimated $287M.

  • 615 institutional investors held Royal Bank of Canada (RY) as of Q3 2022, down from 645 in Q2 2022.
  • Funds reported $47.4B of Royal Bank of Canada stock for Q3 2022, down 7% quarter-over-quarter.
  • 30 funds opened new Royal Bank of Canada positions in Q3 2022 and 51 closed out, a net change of -21 holders.
  • The largest Royal Bank of Canada buyer in Q3 2022 was Bank of Montreal, an estimated $905M added.
  • The largest Royal Bank of Canada seller in Q3 2022 was Wellington Management Group, an estimated $287M sold.

Based on aggregated 13F filings for Q3 2022.