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Royal Bank of Canada
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Overview Fund Activity

644 hedge funds and large institutions have $58.8B invested in Royal Bank of Canada in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 198 increasing their positions, 219 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
-15
Holders Change %
-2.28%
% of All Funds
10.16%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
0.8%
New
48
Increased
198
Reduced
219
Closed
57
Calls
$783M
Puts
$531M
Net Calls
+$253M
Net Calls Change
+$72.2M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$459M
2
MSE
MUFG Securities EMEA
United Kingdom
+$325M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$200M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$80.3M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$285M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$248M
3
Fidelity International
Fidelity International
Bermuda
-$243M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$147M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
426
Triangle Securities Wealth Management
North Carolina
$367K -$30.1K -315 -8%
MYIA
427
Mount Yale Investment Advisors
Colorado
$365K +$30.9K +324 +9%
AIA
428
Armor Investment Advisors
North Carolina
$359K -$17.1K -179 -5%
ATC
429
Argent Trust Co
Tennessee
$352K – – –
WFI
430
West Family Investments
California
$352K +$69.6K +729 +25%
GT
431
Glenmede Trust
Pennsylvania
$352K – – –
CAC
432
Certified Advisory Corp
Florida
$346K +$955 +10 +0.3%
FHC
433
First Heartland Consultants
Missouri
$343K +$343K +3,595 New
GWM
434
Geneos Wealth Management
Colorado
$340K – – –
IDA
435
Intelligence Driven Advisers
California
$340K – – –
FT
436
Fiduciary Trust
Massachusetts
$334K – – –
ACP
437
Aviance Capital Partners
Florida
$332K – – –
FAFN
438
First Affirmative Financial Network
Colorado
$332K +$61.9K +648 +23%
KCM
439
Kathmere Capital Management
Pennsylvania
$332K -$279K -2,920 -46%
EP
440
Eudaimonia Partners
Tennessee
$326K – – –
SW
441
SteelPeak Wealth
California
$324K +$324K +3,393 New
LFA
442
Legacy Financial Advisors
Kentucky
$323K +$16.3K +171 +5%
MCM
443
Magnolia Capital Management
New York
$322K – – –
RWP
444
RWA Wealth Partners
Massachusetts
$314K +$27K +283 +9%
SG Americas Securities
445
SG Americas Securities
New York
$312K +$71.7K +751 +30%
AA
446
AlphaQ Advisors
Florida
$312K -$11.1K -116 -3%
PP
447
PDS Planning
Ohio
$307K -$16.3K -171 -5%
CT
448
Colonial Trust
South Carolina
$305K – – –
OFG
449
OmniStar Financial Group
North Carolina
$301K +$58.7K +615 +24%
CRC
450
Curi RMB Capital
Illinois
$301K – – –
16 17
18
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