We are live on ! Find out more
RY icon

Royal Bank of Canada

506 hedge funds and large institutions have $44.9B invested in Royal Bank of Canada in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 163 increasing their positions, 178 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more call options, than puts

Call options by funds: $318M | Put options by funds: $317M

0.66% less ownership

Funds ownership: 41.84%41.18% (-0.66%)

4% less capital invested

Capital invested by funds: $46.8B → $44.9B (-$1.9B)

8% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 178

3% less funds holding

Funds holding: 520506 (-14)

10% less funds holding in top 10

Funds holding in top 10: 5045 (-5)

17% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 47

Holders
506
Holders Change
-14
Holders Change %
-2.69%
% of All Funds
11.58%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
1.03%
New
39
Increased
163
Reduced
178
Closed
47
Calls
$318M
Puts
$317M
Net Calls
+$699K
Net Calls Change
-$58.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
451
Lenox Wealth Management
Ohio
$31K -$3.44K -45 -10%
FFC
452
First Financial Corp
Indiana
$31K
PFA
453
Pathway Financial Advisors
Vermont
$31K
PCFFS
454
Pacific Center for Financial Services
California
$30K
EFSCE
455
Enterprise Financial Services Corp (EFSC)
Missouri
$30K +$4.36K +57 +17%
Bessemer Group
456
Bessemer Group
New Jersey
$29K
RFA
457
Reilly Financial Advisors
California
$29K
OFS
458
Orrstown Financial Services
Pennsylvania
$27K
WTB
459
Washington Trust Bank
Washington
$26K
PCA
460
Providence Capital Advisors
North Carolina
$25K
VCM
461
Versant Capital Management
Arizona
$24K
MBT
462
Monroe Bank & Trust
Michigan
$23K -$3.83K -50 -14%
ARMC
463
American Research & Management Company
Massachusetts
$23K
CHC
464
City Holding Co
West Virginia
$23K
MA
465
MUFG Americas
New York
$23K
PMFA
466
Plante Moran Financial Advisors
Michigan
$23K
MIP
467
Mondrian Investment Partners
United Kingdom
$23K +$77 +1 +0.4%
WAM
468
Wealthspire Advisors (Maryland)
Maryland
$23K +$1.38K +18 +6%
SMFS
469
Squar Milner Financial Services
California
$23K +$23K +300 New
DAM
470
Delta Asset Management
Tennessee
$21K
PO
471
Private Ocean
California
$21K
TDC
472
Thompson Davis & Co
Virginia
$19K
CT
473
Clearstead Trust
Maine
$19K +$19.1K +250 New
VIA
474
Vantage Investment Advisors
Pennsylvania
$19K +$19.1K +250 New
FHA
475
First Horizon Advisors
Tennessee
$19K +$19.8K +258 New

RY Hedge Fund Activity: Q2 2018 in Review

506 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q2 2018, worth a combined $44.9B — down 4.1% from $46.8B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of RY and 39 opened new positions — a net loss of 8 holders — while 178 trimmed existing stakes and 163 added.

The largest buyer was Fidelity International, adding an estimated $1.57B. The largest seller was Fidelity Investments, cutting an estimated $1.77B.

  • 506 institutional investors held Royal Bank of Canada (RY) as of Q2 2018, down from 520 in Q1 2018.
  • Funds reported $44.9B of Royal Bank of Canada stock for Q2 2018, down 4.1% quarter-over-quarter.
  • 39 funds opened new Royal Bank of Canada positions in Q2 2018 and 47 closed out, a net change of -8 holders.
  • The largest Royal Bank of Canada buyer in Q2 2018 was Fidelity International, an estimated $1.57B added.
  • The largest Royal Bank of Canada seller in Q2 2018 was Fidelity Investments, an estimated $1.77B sold.

Based on aggregated 13F filings for Q2 2018.