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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
CA
426
Cullinan Associates
Kentucky
$404K
CWM
427
Chemistry Wealth Management
New York
$403K -$30.8K -312 -7%
BSW
428
Buckingham Strategic Wealth
Missouri
$401K +$9.87K +100 +3%
Verition Fund Management
429
Verition Fund Management
Connecticut
$393K
FAFN
430
First Affirmative Financial Network
Colorado
$390K -$1.28K -13 -0.3%
CCG
431
Cypress Capital Group
Florida
$389K -$987 -10 -0.3%
SAM
432
Summit Asset Management
Tennessee
$388K
FSA
433
Financial Security Advisor
Virginia
$388K
TSWM
434
Triangle Securities Wealth Management
North Carolina
$387K
HTHT
435
Hemenway Trust Hemenway Trust
New Hampshire
$383K -$29.1K -295 -7%
TCOV
436
Trust Company of Vermont
Vermont
$380K -$9.67K -98 -3%
NL
437
NWAM LLC
Washington
$378K +$21.1K +214 +6%
QCG
438
Quadrant Capital Group
Ohio
$376K -$126K -1,280 -26%
PP
439
PDS Planning
Ohio
$365K +$29.9K +303 +9%
FHC
440
First Heartland Consultants
Missouri
$365K +$395 +4 +0.1%
CCT
441
Chemung Canal Trust
New York
$361K -$95.2K -965 -21%
SCM
442
Sollinda Capital Management
Florida
$360K +$46.9K +475 +15%
FPFS
443
First Personal Financial Services
North Carolina
$358K -$24.7K -250 -7%
GWM
444
Geneos Wealth Management
Colorado
$357K
AIA
445
Armor Investment Advisors
North Carolina
$356K -$7.8K -79 -2%
CLOS
446
Compagnie Lombard Odier SCmA
Switzerland
$353K
DADC
447
D.A. Davidson & Co
Montana
$352K +$6.32K +64 +2%
ATC
448
Argent Trust Co
Tennessee
$351K +$10.1K +102 +3%
CAC
449
Certified Advisory Corp
Florida
$350K -$16.7K -169 -5%
RBFC
450
Roman Butler Fullerton & Co
Missouri
$345K -$47.5K -481 -12%

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.