RY icon

Royal Bank of Canada
RY

Overview Fund Activity

671 hedge funds and large institutions have $65B invested in Royal Bank of Canada in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 204 increasing their positions, 223 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+35
Holders Change %
+5.5%
% of All Funds
9.84%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.78%
New
95
Increased
204
Reduced
223
Closed
51
Calls
$1.05B
Puts
$734M
Net Calls
+$318M
Net Calls Change
+$60M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$590M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$569M
3
Capital World Investors
Capital World Investors
California
+$365M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$240M
5
Goldman Sachs
Goldman Sachs
New York
+$213M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.35B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$295M
3
Franklin Resources
Franklin Resources
California
-$182M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$98.3M
5
Millennium Management
Millennium Management
New York
-$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
351
Focus Partners Advisor Solutions
Missouri
$703K +$3.03K +30 +0.4%
ARG
352
Advisory Resource Group
Oklahoma
$702K +$46.9K +464 +7%
ASN
353
Advisory Services Network
Georgia
$690K -$8.9K -88 -1%
GWS
354
Glassman Wealth Services
Virginia
$684K -$3.44K -34 -0.5%
KC
355
Kingfisher Capital
North Carolina
$673K +$5.66K +56 +0.8%
VOYA Investment Management
356
VOYA Investment Management
Georgia
$663K -$9.56M -94,504 -94%
EWM
357
EPG Wealth Management
Georgia
$650K +$30.3K +320 +5%
WCAMG
358
Woodard & Company Asset Management Group
North Carolina
$649K +$649K +6,415 New
WG
359
Welch Group
Alabama
$646K – – –
CCA
360
Checchi Capital Advisers
California
$645K -$64.6K -639 -9%
PP
361
Patten & Patten
Tennessee
$640K – – –
FNT
362
First National Trust
Pennsylvania
$632K – – –
Capstone Investment Advisors
363
Capstone Investment Advisors
New York
$618K +$243K +2,398 +65%
FOA
364
Five Oceans Advisors
California
$614K – – –
TT
365
TI-Trust
Illinois
$607K – – –
LNC
366
Lincoln National Corp
Pennsylvania
$606K +$32.1K +317 +6%
Credit Agricole
367
Credit Agricole
France
$604K – – –
DAS
368
Dynamic Advisor Solutions
Arizona
$597K +$78.3K +777 +15%
H
369
HoyleCohen
California
$576K – – –
SBF
370
Sara-Bay Financial
Florida
$568K -$5.46K -54 -1%
JMFC
371
J.M. Forbes & Co
Massachusetts
$566K – – –
LWAM
372
Legacy Wealth Asset Management
Minnesota
$561K +$561K +5,552 New
BB
373
Busey Bank
Illinois
$560K -$140K -1,386 -20%
HIC
374
Holderness Investments Company
North Carolina
$556K – – –
KA
375
Klingman & Associates
New York
$553K +$7.59K +75 +1%
13 14
15
16 17