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Royal Bank of Canada

665 hedge funds and large institutions have $65.2B invested in Royal Bank of Canada in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 211 increasing their positions, 230 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $947M | Put options by funds: $471M

0% more capital invested

Capital invested by funds: $65B → $65.2B (+$278M)

0.01% less ownership

Funds ownership: 45.66%45.64% (-0.01%)

6% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 53

8% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 230

1% less funds holding

Funds holding: 675665 (-10)

6% less funds holding in top 10

Funds holding in top 10: 5451 (-3)

Holders
665
Holders Change
-10
Holders Change %
-1.48%
% of All Funds
9.58%
Holding in Top 10
51
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.56%
% of All Funds
0.73%
New
50
Increased
211
Reduced
230
Closed
53
Calls
$947M
Puts
$471M
Net Calls
+$475M
Net Calls Change
+$157M
Name Holding Trade Value Shares
Change
Change in
Stake
H
376
HoyleCohen
California
$575K
LWAM
377
Legacy Wealth Asset Management
Minnesota
$574K +$13.5K +137 +2%
JMFC
378
J.M. Forbes & Co
Massachusetts
$565K
HIC
379
Holderness Investments Company
North Carolina
$555K
AFG
380
Atomi Financial Group
New York
$552K +$201K +2,034 +59%
PA
381
Parallel Advisors
California
$551K +$79.4K +805 +17%
SBF
382
Sara-Bay Financial
Florida
$550K -$13.5K -137 -2%
HF
383
HRT Financial
New York
$544K -$228K -2,311 -30%
GWANC
384
Guardian Wealth Advisors (North Carolina)
North Carolina
$542K
RA
385
Ruggaard & Associates
Ohio
$535K +$12.3K +125 +2%
BFG
386
Bleakley Financial Group
New Jersey
$535K +$17.2K +174 +3%
SW
387
Simplicity Wealth
New Jersey
$533K +$521K +5,281 New
KA
388
Klingman & Associates
New York
$529K -$21.7K -220 -4%
AAS
389
Avantax Advisory Services
Texas
$527K +$12.2K +124 +2%
HWM
390
HB Wealth Management
Georgia
$523K +$9.67K +98 +2%
VT
391
Vise Technologies
New York
$522K +$51.3K +520 +11%
SIC
392
Salem Investment Counselors
North Carolina
$521K
BC
393
Burney Company
Virginia
$518K -$289K -2,926 -36%
SPC
394
Spirepoint Private Client
Florida
$517K +$506K +5,123 New
PSP
395
Principal Street Partners
Tennessee
$508K
MHIC
396
Marble Harbor Investment Counsel
Massachusetts
$505K
WPC
397
Wedmont Private Capital
Pennsylvania
$504K
SIA
398
Schechter Investment Advisors
Michigan
$502K +$49.8K +505 +11%
WWMSC
399
Wagner Wealth Management (South Carolina)
South Carolina
$492K +$43.4K +440 +10%
Brown Advisory
400
Brown Advisory
Maryland
$489K -$30.8K -312 -6%

RY Hedge Fund Activity: Q1 2024 in Review

665 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q1 2024, worth a combined $65.2B — up 0.43% from $65B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of RY and 50 opened new positions — a net loss of 3 holders — while 230 trimmed existing stakes and 211 added.

The largest buyer was CIBC World Market, adding an estimated $599M. The largest seller was Bank of Nova Scotia, cutting an estimated $478M.

  • 665 institutional investors held Royal Bank of Canada (RY) as of Q1 2024, down from 675 in Q4 2023.
  • Funds reported $65.2B of Royal Bank of Canada stock for Q1 2024, up 0.43% quarter-over-quarter.
  • 50 funds opened new Royal Bank of Canada positions in Q1 2024 and 53 closed out, a net change of -3 holders.
  • The largest Royal Bank of Canada buyer in Q1 2024 was CIBC World Market, an estimated $599M added.
  • The largest Royal Bank of Canada seller in Q1 2024 was Bank of Nova Scotia, an estimated $478M sold.

Based on aggregated 13F filings for Q1 2024.