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Royal Bank of Canada

641 hedge funds and large institutions have $55.2B invested in Royal Bank of Canada in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 195 increasing their positions, 231 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $830M | Put options by funds: $572M

1.06% more ownership

Funds ownership: 44.13%45.18% (+1.1%)

5% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 55

1% less funds holding

Funds holding: 649641 (-8)

2% less funds holding in top 10

Funds holding in top 10: 5150 (-1)

6% less capital invested

Capital invested by funds: $58.8B → $55.2B (-$3.6B)

16% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 231

Holders
641
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.17%
Holding in Top 10
50
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.96%
% of All Funds
0.79%
New
52
Increased
195
Reduced
231
Closed
55
Calls
$830M
Puts
$572M
Net Calls
+$258M
Net Calls Change
+$5.67M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
351
Mirabella Financial Services
United Kingdom
$607K +$160K +1,725 +33%
BB
352
Busey Bank
Illinois
$606K -$154K -1,656 -19%
FPAS
353
Focus Partners Advisor Solutions
Missouri
$605K
ASN
354
Advisory Services Network
Georgia
$604K +$11.1K +119 +2%
GWS
355
Glassman Wealth Services
Virginia
$594K +$11.5K +124 +2%
KC
356
Kingfisher Capital
North Carolina
$577K +$5.58K +60 +0.9%
Verition Fund Management
357
Verition Fund Management
Connecticut
$576K +$613K +6,592 New
EWM
358
EPG Wealth Management
Georgia
$572K -$54.2K -583 -8%
ARG
359
Advisory Resource Group
Oklahoma
$567K +$31.6K +340 +6%
WG
360
Welch Group
Alabama
$559K
TCG
361
Tremblant Capital Group
Florida
$557K +$236K +2,540 +66%
MML Investors Services
362
MML Investors Services
Massachusetts
$556K -$103K -1,105 -15%
PP
363
Patten & Patten
Tennessee
$553K
FNT
364
First National Trust
Pennsylvania
$547K -$35.8K -385 -6%
FOA
365
Five Oceans Advisors
California
$531K
SMA
366
Sage Mountain Advisors
Georgia
$530K -$7.44K -80 -1%
TT
367
TI-Trust
Illinois
$525K
Brown Advisory
368
Brown Advisory
Maryland
$523K -$31.9K -343 -5%
Credit Agricole
369
Credit Agricole
France
$522K
EW
370
Evoke Wealth
California
$519K -$163K -1,748 -23%
WCA
371
Westover Capital Advisors
Delaware
$502K -$67.3K -724 -11%
H
372
HoyleCohen
California
$498K
LNC
373
Lincoln National Corp
Pennsylvania
$497K +$930 +10 +0.2%
SBF
374
Sara-Bay Financial
Florida
$496K
JMFC
375
J.M. Forbes & Co
Massachusetts
$490K

RY Hedge Fund Activity: Q3 2023 in Review

641 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2023, worth a combined $55.2B — down 6.1% from $58.8B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of RY and 52 opened new positions — a net loss of 3 holders — while 231 trimmed existing stakes and 195 added.

The largest buyer was Bank of Montreal, adding an estimated $1.05B. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $325M sold.

  • 641 institutional investors held Royal Bank of Canada (RY) as of Q3 2023, down from 649 in Q2 2023.
  • Funds reported $55.2B of Royal Bank of Canada stock for Q3 2023, down 6.1% quarter-over-quarter.
  • 52 funds opened new Royal Bank of Canada positions in Q3 2023 and 55 closed out, a net change of -3 holders.
  • The largest Royal Bank of Canada buyer in Q3 2023 was Bank of Montreal, an estimated $1.05B added.
  • The largest Royal Bank of Canada seller in Q3 2023 was MUFG Securities EMEA, an estimated $325M sold.

Based on aggregated 13F filings for Q3 2023.