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Royal Bank of Canada

566 hedge funds and large institutions have $49.8B invested in Royal Bank of Canada in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 174 increasing their positions, 182 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $653M | Put options by funds: $286M

100% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 42

6% more funds holding

Funds holding: 536566 (+30)

0.23% less ownership

Funds ownership: 43.17%42.93% (-0.23%)

1% less capital invested

Capital invested by funds: $50.4B → $49.8B (-$598M)

4% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 182

2% less funds holding in top 10

Funds holding in top 10: 5150 (-1)

Holders
566
Holders Change
+30
Holders Change %
+5.6%
% of All Funds
11.15%
Holding in Top 10
50
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.96%
% of All Funds
0.99%
New
84
Increased
174
Reduced
182
Closed
42
Calls
$653M
Puts
$286M
Net Calls
+$367M
Net Calls Change
+$209M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
451
Steward Partners Investment Advisory
New York
$191K +$5.4K +67 +3%
IWA
452
Intercontinental Wealth Advisors
Texas
$190K -$152K -1,889 -44%
LC
453
Lindbrook Capital
California
$182K
Capital International Investors
454
Capital International Investors
California
$174K
OSAM
455
O'Shaughnessy Asset Management
Connecticut
$173K +$175K +2,175 +54,375%
AAM
456
Advisors Asset Management
Colorado
$170K -$73.5K -913 -30%
FCM
457
Firestone Capital Management
Florida
$169K +$172K +2,134 New
TCWM
458
Total Clarity Wealth Management
Illinois
$162K +$165K +2,050 New
PAM
459
Panagora Asset Management
Massachusetts
$158K -$118K -1,466 -42%
WG
460
Welch Group
Alabama
$155K
SFFS
461
Stonehage Fleming Financial Services
Jersey
$154K
AF
462
Advisornet Financial
Minnesota
$152K +$11.5K +143 +8%
FCB
463
First Command Bank
Texas
$144K
FCFS
464
First Command Financial Services
Texas
$144K
IRC
465
Investors Research Corp
Georgia
$143K
AJ
466
Ashburton (Jersey)
Jersey
$140K -$7.97K -99 -5%
SBL
467
Sargent Bickham Lagudis
Colorado
$129K
AA
468
AlphaMark Advisors
Kentucky
$126K -$28.2K -350 -18%
TSW
469
Thompson Siegel & Walmsley
Virginia
$123K
WT
470
Whittier Trust
California
$120K
APA
471
American Portfolios Advisors
New York
$116K -$483 -6 -0.4%
LWANC
472
Laurel Wealth Advisors (North Carolina)
North Carolina
$110K
O
473
Ossiam
France
$107K -$4.03K -50 -4%
FWM
474
FSA Wealth Management
Massachusetts
$102K +$103K +1,282 New
CFGS
475
Concourse Financial Group Securities
Alabama
$101K +$15.6K +194 +18%

RY Hedge Fund Activity: Q4 2019 in Review

566 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2019, worth a combined $49.8B — down 1.2% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new RY positions and 42 closed out — a net gain of 42 holders — while 174 added to existing stakes and 182 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $308M. The largest seller was Fidelity International, cutting an estimated $459M.

  • 566 institutional investors held Royal Bank of Canada (RY) as of Q4 2019, up from 536 in Q3 2019.
  • Funds reported $49.8B of Royal Bank of Canada stock for Q4 2019, down 1.2% quarter-over-quarter.
  • 84 funds opened new Royal Bank of Canada positions in Q4 2019 and 42 closed out, a net change of +42 holders.
  • The largest Royal Bank of Canada buyer in Q4 2019 was Goldman Sachs, an estimated $308M added.
  • The largest Royal Bank of Canada seller in Q4 2019 was Fidelity International, an estimated $459M sold.

Based on aggregated 13F filings for Q4 2019.