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Royal Bank of Canada

656 hedge funds and large institutions have $63.1B invested in Royal Bank of Canada in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 211 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 46

7% more funds holding

Funds holding: 613656 (+43)

4% more capital invested

Capital invested by funds: $60.7B → $63.1B (+$2.38B)

0% more funds holding in top 10

Funds holding in top 10: 5454 (0)

0% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 211

0.39% less ownership

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

40% less call options, than puts

Call options by funds: $590M | Put options by funds: $984M

Holders
656
Holders Change
+43
Holders Change %
+7.01%
% of All Funds
10.1%
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.83%
New
98
Increased
211
Reduced
211
Closed
46
Calls
$590M
Puts
$984M
Net Calls
-$394M
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
FOA
426
Five Oceans Advisors
California
$371K +$363K +3,495 New
SIA
427
Schechter Investment Advisors
Michigan
$362K +$354K +3,406 New
QPWM
428
Quadrant Private Wealth Management
Pennsylvania
$361K -$10.4K -100 -3%
RSWM
429
Robertson Stephens Wealth Management
California
$360K
CAC
430
Certified Advisory Corp
Florida
$360K +$727 +7 +0.2%
MCM
431
Magnolia Capital Management
New York
$358K
SFA
432
Sequoia Financial Advisors
Ohio
$357K +$349K +3,360 New
KeyBank National Association
433
KeyBank National Association
Ohio
$354K -$2.28K -22 -0.7%
LFA
434
Legacy Financial Advisors
Kentucky
$349K +$62.1K +598 +22%
WIA
435
World Investment Advisors
California
$346K
FA
436
FDx Advisors
Illinois
$345K -$519 -5 -0.2%
PP
437
Palladium Partners
Virginia
$343K
BAM
438
Belpointe Asset Management
Nevada
$340K +$30.2K +291 +10%
BF
439
BOK Financial
Oklahoma
$335K +$98.1K +945 +43%
WT
440
Whittier Trust
California
$334K
PWPS
441
Pinnacle Wealth Planning Services
Ohio
$332K +$56.6K +545 +21%
TRCT
442
Tower Research Capital (TRC)
New York
$331K -$207K -1,990 -39%
EIP
443
Epoch Investment Partners
New York
$328K +$23.7K +228 +8%
SWM
444
Spire Wealth Management
Virginia
$328K +$102K +979 +46%
CA
445
Cetera Advisors
Colorado
$325K -$22.4K -216 -7%
NHC
446
Nicholas Hoffman & Company
Georgia
$324K
SIC
447
Shoker Investment Counsel
Ohio
$323K
EM
448
Excalibur Management
Massachusetts
$323K +$8.62K +83 +3%
CIA
449
Capital Investment Advisors
Georgia
$320K
QTM
450
qPULA Trading Management
New York
$319K -$464K -4,470 -60%

RY Hedge Fund Activity: Q4 2021 in Review

656 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2021, worth a combined $63.1B — up 3.9% from $60.7B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new RY positions and 46 closed out — a net gain of 52 holders — while 211 added to existing stakes and 211 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $214M. The largest seller was Bank of Montreal, cutting an estimated $752M.

  • 656 institutional investors held Royal Bank of Canada (RY) as of Q4 2021, up from 613 in Q3 2021.
  • Funds reported $63.1B of Royal Bank of Canada stock for Q4 2021, up 3.9% quarter-over-quarter.
  • 98 funds opened new Royal Bank of Canada positions in Q4 2021 and 46 closed out, a net change of +52 holders.
  • The largest Royal Bank of Canada buyer in Q4 2021 was Wellington Management Group, an estimated $214M added.
  • The largest Royal Bank of Canada seller in Q4 2021 was Bank of Montreal, an estimated $752M sold.

Based on aggregated 13F filings for Q4 2021.