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Royal Bank of Canada

613 hedge funds and large institutions have $60.7B invested in Royal Bank of Canada in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 225 increasing their positions, 177 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 38

27% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 177

8% more funds holding in top 10

Funds holding in top 10: 5054 (+4)

1% more funds holding

Funds holding: 604613 (+9)

0.39% more ownership

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

1% less capital invested

Capital invested by funds: $61.1B → $60.7B (-$365M)

16% less call options, than puts

Call options by funds: $613M | Put options by funds: $727M

Holders
613
Holders Change
+9
Holders Change %
+1.49%
% of All Funds
10.73%
Holding in Top 10
54
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8%
% of All Funds
0.95%
New
55
Increased
225
Reduced
177
Closed
38
Calls
$613M
Puts
$727M
Net Calls
-$114M
Net Calls Change
-$350M
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
401
TrustCore Financial Services
Tennessee
$404K
XT
402
XTX Topco
Cayman Islands
$403K +$413K +4,056 New
MPPLM
403
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$395K +$7.85K +77 +2%
CF
404
Centaurus Financial
California
$394K -$34.1K -335 -8%
AP
405
Americana Partners
Texas
$390K +$93.5K +918 +30%
LFF
406
Level Four Financial
Texas
$388K
SAM
407
Summit Asset Management
Tennessee
$383K
ACP
408
Aviance Capital Partners
Florida
$383K +$42.2K +414 +12%
CCP
409
Corient Capital Partners
California
$378K +$68.7K +674 +22%
HC
410
Henshaw Capital
Massachusetts
$372K -$144K -1,410 -27%
Credit Agricole
411
Credit Agricole
France
$361K +$15.7K +154 +4%
Macquarie Group
412
Macquarie Group
Australia
$353K
RTC
413
Riverview Trust Company
Washington
$353K
FT
414
Fiduciary Trust
Massachusetts
$349K
LWANC
415
Laurel Wealth Advisors (North Carolina)
North Carolina
$348K -$72.3K -710 -17%
QPWM
416
Quadrant Private Wealth Management
Pennsylvania
$348K
AG
417
Algert Global
California
$346K
CAC
418
Certified Advisory Corp
Florida
$337K -$8.25K -81 -2%
RSWM
419
Robertson Stephens Wealth Management
California
$337K
Walleye Trading
420
Walleye Trading
New York
$337K +$346K +3,391 New
MCM
421
Magnolia Capital Management
New York
$335K
KeyBank National Association
422
KeyBank National Association
Ohio
$334K -$1.32K -13 -0.4%
CA
423
Cetera Advisors
Colorado
$326K -$61.5K -604 -16%
FA
424
FDx Advisors
Illinois
$324K -$34.2K -336 -9%
PP
425
Palladium Partners
Virginia
$322K -$35.7K -350 -10%

RY Hedge Fund Activity: Q3 2021 in Review

613 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2021, worth a combined $60.7B — down 0.6% from $61.1B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new RY positions and 38 closed out — a net gain of 17 holders — while 225 added to existing stakes and 177 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $394M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $377M.

  • 613 institutional investors held Royal Bank of Canada (RY) as of Q3 2021, up from 604 in Q2 2021.
  • Funds reported $60.7B of Royal Bank of Canada stock for Q3 2021, down 0.6% quarter-over-quarter.
  • 55 funds opened new Royal Bank of Canada positions in Q3 2021 and 38 closed out, a net change of +17 holders.
  • The largest Royal Bank of Canada buyer in Q3 2021 was Bank of Nova Scotia, an estimated $394M added.
  • The largest Royal Bank of Canada seller in Q3 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $377M sold.

Based on aggregated 13F filings for Q3 2021.