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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
ACA
376
Aptus Capital Advisors
Alabama
$514K -$49.4K -498 -8%
GWANC
377
Guardian Wealth Advisors (North Carolina)
North Carolina
$514K
CCG
378
Cypress Capital Group
Florida
$511K -$175K -1,761 -25%
RA
379
Ruggaard & Associates
Ohio
$495K +$513K +5,175 New
DT
380
Diversified Trust
Tennessee
$495K +$513K +5,174 New
SIC
381
Salem Investment Counselors
North Carolina
$491K
LNC
382
Lincoln National Corp
Pennsylvania
$491K -$49.1K -495 -9%
CWM
383
Chemistry Wealth Management
New York
$488K
SLAM
384
Swiss Life Asset Management
$480K
MHIC
385
Marble Harbor Investment Counsel
Massachusetts
$478K
BFG
386
Bleakley Financial Group
New Jersey
$475K +$193K +1,944 +64%
SS
387
Simplicity Solutions
Minnesota
$475K +$492K +4,966 New
CCT
388
Chemung Canal Trust
New York
$472K -$760K -7,668 -61%
CCM
389
Cullen Capital Management
New York
$466K -$42.6K -430 -8%
BIP
390
Blueprint Investment Partners
North Carolina
$463K +$256K +2,581 +114%
CFG
391
Citizens Financial Group
Rhode Island
$461K +$478K +4,824 New
MPIA
392
Mountain Pacific Investment Advisers
Idaho
$454K -$143K -1,445 -23%
PSP
393
Principal Street Partners
Tennessee
$445K +$2.38K +24 +0.5%
BWM
394
BlackDiamond Wealth Management
New York
$445K
MSAM
395
Moloney Securities Asset Management
Missouri
$442K -$69.4K -700 -13%
PA
396
Parallel Advisors
California
$441K +$29.1K +294 +7%
GIS
397
Grayhawk Investment Strategies
Alberta, Canada
$435K +$328K +3,310 +6,245%
CLOS
398
Compagnie Lombard Odier SCmA
Switzerland
$434K
HWM
399
HB Wealth Management
Georgia
$432K +$16K +161 +4%
IAA
400
Independent Advisor Alliance
North Carolina
$427K +$443K +4,473 New

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.