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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
Cetera Investment Advisers
376
Cetera Investment Advisers
Illinois
$482K -$131K -1,406 -20%
HIC
377
Holderness Investments Company
North Carolina
$481K
SLAM
378
Swiss Life Asset Management
$479K
ACM
379
Ategra Capital Management
Virginia
$476K -$53.1K -571 -9%
KA
380
Klingman & Associates
New York
$472K -$3.72K -40 -0.7%
ACA
381
Aptus Capital Advisors
Alabama
$470K
GWANC
382
Guardian Wealth Advisors (North Carolina)
North Carolina
$470K
RA
383
Ruggaard & Associates
Ohio
$453K
DAS
384
Dynamic Advisor Solutions
Arizona
$450K +$261K +2,806 +120%
SIC
385
Salem Investment Counselors
North Carolina
$449K
MHIC
386
Marble Harbor Investment Counsel
Massachusetts
$438K
ECM
387
Evergreen Capital Management
Washington
$434K -$189K -2,029 -29%
RB
388
Rodgers Brothers
Pennsylvania
$433K +$65.1K +700 +16%
BHPW
389
Beverly Hills Private Wealth
California
$431K -$413K -4,439 -47%
QCM
390
QRG Capital Management
Illinois
$426K +$453K +4,868 New
EBT
391
Enterprise Bank & Trust
Massachusetts
$420K
CC
392
Centiva Capital
New York
$416K +$442K +4,755 New
MPIA
393
Mountain Pacific Investment Advisers
Idaho
$415K
TRCT
394
Tower Research Capital (TRC)
New York
$414K -$245K -2,636 -36%
CWM
395
Chemistry Wealth Management
New York
$411K -$23.9K -257 -5%
HWM
396
HB Wealth Management
Georgia
$407K -$15K -161 -3%
QCM
397
Quantinno Capital Management
New York
$404K -$593K -6,380 -58%
GIS
398
Grayhawk Investment Strategies
Alberta, Canada
$399K
CLOS
399
Compagnie Lombard Odier SCmA
Switzerland
$399K
EWA
400
Exencial Wealth Advisors
Oklahoma
$398K -$93.6K -1,006 -18%

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.