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Royal Bank of Canada

663 hedge funds and large institutions have $61.1B invested in Royal Bank of Canada in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 212 increasing their positions, 206 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $800M | Put options by funds: $619M

14% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 58

6% more capital invested

Capital invested by funds: $57.3B → $61.1B (+$3.7B)

4% more funds holding in top 10

Funds holding in top 10: 4850 (+2)

3% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 206

0% more funds holding

Funds holding: 661663 (+2)

0.08% more ownership

Funds ownership: 43.82%43.9% (+0.08%)

Holders
663
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
10.57%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
0.8%
New
66
Increased
212
Reduced
206
Closed
58
Calls
$800M
Puts
$619M
Net Calls
+$180M
Net Calls Change
+$606M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
351
Evergreen Capital Management
Washington
$594K -$138K -1,393 -18%
QCG
352
Quadrant Capital Group
Ohio
$592K +$260K +2,626 +74%
SMA
353
Sage Mountain Advisors
Georgia
$588K +$1.49K +15 +0.2%
CCA
354
Checchi Capital Advisers
California
$583K -$8.52K -86 -1%
ACM
355
Ategra Capital Management
Virginia
$575K
TT
356
TI-Trust
Illinois
$573K
Credit Agricole
357
Credit Agricole
France
$571K
HNB
358
Huntington National Bank
Ohio
$568K -$9.91K -100 -2%
Cetera Investment Advisers
359
Cetera Investment Advisers
Illinois
$567K +$21.5K +217 +4%
MFG
360
Merit Financial Group
Georgia
$566K +$1.98K +20 +0.3%
EWA
361
Exencial Wealth Advisors
Oklahoma
$564K -$98.3K -992 -14%
SBF
362
Sara-Bay Financial
Florida
$558K -$15K -151 -3%
CPWA
363
Cerro Pacific Wealth Advisors
California
$556K +$261K +2,630 +82%
TFA
364
Transamerica Financial Advisors
Florida
$551K -$20.4K -206 -3%
Squarepoint
365
Squarepoint
New York
$551K -$2.46M -24,828 -81%
FNT
366
First National Trust
Pennsylvania
$549K
EBT
367
Enterprise Bank & Trust
Massachusetts
$545K
H
368
HoyleCohen
California
$545K
VT
369
Vise Technologies
New York
$536K +$85K +858 +18%
JMFC
370
J.M. Forbes & Co
Massachusetts
$535K
Grantham, Mayo, Van Otterloo & Co (GMO)
371
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$535K -$1.04M -10,500 -65%
KA
372
Klingman & Associates
New York
$533K
CGL
373
Clarius Group LLC
Washington
$531K -$106K -1,067 -16%
HIC
374
Holderness Investments Company
North Carolina
$526K
ARG
375
Advisory Resource Group
Oklahoma
$522K -$35.9K -362 -6%

RY Hedge Fund Activity: Q1 2023 in Review

663 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q1 2023, worth a combined $61.1B — up 6.5% from $57.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new RY positions and 58 closed out — a net gain of 8 holders — while 212 added to existing stakes and 206 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $329M. The largest seller was Goldman Sachs, cutting an estimated $372M.

  • 663 institutional investors held Royal Bank of Canada (RY) as of Q1 2023, up from 661 in Q4 2022.
  • Funds reported $61.1B of Royal Bank of Canada stock for Q1 2023, up 6.5% quarter-over-quarter.
  • 66 funds opened new Royal Bank of Canada positions in Q1 2023 and 58 closed out, a net change of +8 holders.
  • The largest Royal Bank of Canada buyer in Q1 2023 was Bank of Montreal, an estimated $329M added.
  • The largest Royal Bank of Canada seller in Q1 2023 was Goldman Sachs, an estimated $372M sold.

Based on aggregated 13F filings for Q1 2023.