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Royal Bank of Canada
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Overview Fund Activity

659 hedge funds and large institutions have $61B invested in Royal Bank of Canada in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 212 increasing their positions, 205 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
10.55%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
0.8%
New
65
Increased
212
Reduced
205
Closed
57
Calls
$800M
Puts
$619M
Net Calls
+$180M
Net Calls Change
+$606M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$437M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$232M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$153M
4
CIBC World Market
CIBC World Market
Ontario, Canada
+$145M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$116M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$359M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$312M
3
Fidelity International
Fidelity International
Bermuda
-$115M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$107M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$93.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
401
Trust Company of Vermont
Vermont
$420K +$276K +2,886 +191%
SFO
402
Stokes Family Office
Louisiana
$419K -$38K -398 -8%
SO
403
STRS Ohio
Ohio
$419K -$30.1K -316 -7%
SIA
404
Schechter Investment Advisors
Michigan
$417K +$1.91K +20 +0.5%
GWM
405
GSB Wealth Management
Connecticut
$404K -$9.56K -100 -2%
SSWM
406
Smith Salley Wealth Management
North Carolina
$402K -$3.82K -40 -0.9%
WA
407
Waverly Advisors
Alabama
$401K – – –
Lido Advisors
408
Lido Advisors
California
$398K +$398K +4,160 New
TSWM
409
Triangle Securities Wealth Management
North Carolina
$397K -$60.2K -630 -13%
FPFS
410
First Personal Financial Services
North Carolina
$394K – – –
BHPW
411
Beverly Hills Private Wealth
California
$387K +$147K +1,539 +61%
GI
412
Gradient Investments
Minnesota
$386K +$15K +157 +4%
WPC
413
Wedmont Private Capital
Pennsylvania
$384K – – –
CA
414
Cullinan Associates
Kentucky
$382K – – –
PWAM
415
Pinnacle West Asset Management
Wyoming
$382K +$382K +4,000 New
RBFC
416
Roman Butler Fullerton & Co
Missouri
$381K +$1.64K +17 +0.4%
WWM
417
Wagner Wealth Management
South Carolina
$381K +$15K +157 +4%
AIA
418
Armor Investment Advisors
North Carolina
$376K -$47.6K -498 -11%
GCM
419
Galibier Capital Management
Ontario, Canada
$373K – – –
PCA
420
Prosperity Capital Advisors
Ohio
$370K +$12.1K +127 +3%
TCG
421
Tremblant Capital Group
Florida
$370K +$49.8K +517 +16%
SAM
422
Summit Asset Management
Tennessee
$368K – – –
Prudential Financial
423
Prudential Financial
New Jersey
$365K +$44.9K +470 +14%
CF
424
Centaurus Financial
California
$364K +$1.53K +16 +0.4%
ATC
425
Argent Trust Co
Tennessee
$352K -$76.5K -800 -18%
15 16
17
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