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Royal Bank of Canada

656 hedge funds and large institutions have $63.1B invested in Royal Bank of Canada in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 211 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 46

7% more funds holding

Funds holding: 613656 (+43)

4% more capital invested

Capital invested by funds: $60.7B → $63.1B (+$2.38B)

0% more funds holding in top 10

Funds holding in top 10: 5454 (0)

0% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 211

0.39% less ownership

Funds ownership: 42.59%42.2% (-0.39%)

40% less call options, than puts

Call options by funds: $590M | Put options by funds: $984M

Holders
656
Holders Change
+43
Holders Change %
+7.01%
% of All Funds
10.1%
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.83%
New
98
Increased
211
Reduced
211
Closed
46
Calls
$590M
Puts
$984M
Net Calls
-$394M
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
376
Stokes Family Office
Louisiana
$587K +$36.3K +350 +7%
HIC
377
Holderness Investments Company
North Carolina
$584K
PCC
378
Park Circle Company
Maryland
$584K
CCM
379
Cullen Capital Management
New York
$563K -$21.8K -210 -4%
LWM
380
Loveless Wealth Management
Montana
$558K +$31.1K +300 +6%
LNC
381
Lincoln National Corp
Pennsylvania
$554K +$104 +1 +0%
SAM
382
Shikiar Asset Management
New York
$547K
SIC
383
Salem Investment Counselors
North Carolina
$545K -$6.75K -65 -1%
YIH
384
Y-Intercept (HK)
Hong Kong
$544K -$1.53M -14,742 -74%
HTHT
385
Hemenway Trust Hemenway Trust
New Hampshire
$541K
MHIC
386
Marble Harbor Investment Counsel
Massachusetts
$531K
DA
387
DCM Advisors
New York
$531K +$519K +5,000 New
PA
388
Parallel Advisors
California
$523K +$16.5K +159 +3%
CGL
389
Clarius Group LLC
Washington
$509K +$42.1K +406 +9%
EBT
390
Enterprise Bank & Trust
Massachusetts
$509K +$209K +2,010 +72%
TPCW
391
TD Private Client Wealth
New York
$509K +$23.4K +225 +5%
TCWM
392
Total Clarity Wealth Management
Illinois
$507K +$10.4K +100 +2%
ECM
393
Evergreen Capital Management
Washington
$506K +$62.7K +604 +14%
SSWM
394
Smith Salley Wealth Management
North Carolina
$490K -$3.11K -30 -0.6%
CGFA
395
Colton Groome Financial Advisors
North Carolina
$489K -$49.4K -476 -9%
NP
396
Ninepoint Partners
Ontario, Canada
$489K
VWM
397
Venturi Wealth Management
Texas
$488K
PM
398
Pembroke Management
Quebec, Canada
$488K +$378K +3,638 New
SG Americas Securities
399
SG Americas Securities
New York
$486K -$483K -4,653 -50%
GI
400
Gradient Investments
Minnesota
$485K -$34.4K -331 -7%

RY Hedge Fund Activity: Q4 2021 in Review

656 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2021, worth a combined $63.1B — up 3.9% from $60.7B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new RY positions and 46 closed out — a net gain of 52 holders — while 211 added to existing stakes and 211 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $214M. The largest seller was Bank of Montreal, cutting an estimated $752M.

  • 656 institutional investors held Royal Bank of Canada (RY) as of Q4 2021, up from 613 in Q3 2021.
  • Funds reported $63.1B of Royal Bank of Canada stock for Q4 2021, up 3.9% quarter-over-quarter.
  • 98 funds opened new Royal Bank of Canada positions in Q4 2021 and 46 closed out, a net change of +52 holders.
  • The largest Royal Bank of Canada buyer in Q4 2021 was Wellington Management Group, an estimated $214M added.
  • The largest Royal Bank of Canada seller in Q4 2021 was Bank of Montreal, an estimated $752M sold.

Based on aggregated 13F filings for Q4 2021.