RY icon

Royal Bank of Canada
RY

Overview Fund Activity

644 hedge funds and large institutions have $58.8B invested in Royal Bank of Canada in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 198 increasing their positions, 219 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
-15
Holders Change %
-2.28%
% of All Funds
10.16%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
0.8%
New
48
Increased
198
Reduced
219
Closed
57
Calls
$783M
Puts
$531M
Net Calls
+$253M
Net Calls Change
+$72.2M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$459M
2
MSE
MUFG Securities EMEA
United Kingdom
+$325M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$200M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$80.3M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$285M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$248M
3
Fidelity International
Fidelity International
Bermuda
-$243M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$147M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
376
Aptus Capital Advisors
Alabama
$514K – – –
MCM
377
MAI Capital Management
Ohio
$508K +$161K +1,683 +46%
CWM
378
Cordatus Wealth Management
Pennsylvania
$501K +$501K +5,246 New
MFS
379
Mirabella Financial Services
United Kingdom
$499K +$248K +2,597 +99%
RA
380
Ruggaard & Associates
Ohio
$494K – – –
DT
381
Diversified Trust
Tennessee
$494K – – –
CGL
382
Clarius Group LLC
Washington
$491K -$39.5K -414 -7%
SIC
383
Salem Investment Counselors
North Carolina
$490K – – –
NL
384
NWAM LLC
Washington
$482K +$136K +1,423 +39%
SS
385
Simplicity Solutions
Minnesota
$480K +$5.64K +59 +1%
BFG
386
Bleakley Financial Group
New Jersey
$480K +$5.64K +59 +1%
MHIC
387
Marble Harbor Investment Counsel
Massachusetts
$478K – – –
CWM
388
Chemistry Wealth Management
New York
$474K -$14.3K -150 -3%
CCG
389
Cypress Capital Group
Florida
$472K -$39K -408 -8%
CFG
390
Citizens Financial Group
Rhode Island
$461K – – –
HWM
391
HB Wealth Management
Georgia
$460K +$28.7K +300 +7%
BWM
392
BlackDiamond Wealth Management
New York
$459K +$5.33K +54 +1%
EBT
393
Enterprise Bank & Trust
Massachusetts
$458K -$86K -900 -16%
MPIA
394
Mountain Pacific Investment Advisers
Idaho
$454K – – –
PSP
395
Principal Street Partners
Tennessee
$452K +$6.88K +72 +2%
SFO
396
Stokes Family Office
Louisiana
$444K +$25.2K +264 +6%
MSAM
397
Moloney Securities Asset Management
Missouri
$442K – – –
SSWM
398
Smith Salley Wealth Management
North Carolina
$438K +$35.8K +375 +9%
CLOS
399
Compagnie Lombard Odier SCmA
Switzerland
$434K – – –
CCM
400
Cullen Capital Management
New York
$433K -$32.5K -340 -7%
14 15
16
17 18