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Royal Bank of Canada

649 hedge funds and large institutions have $58.8B invested in Royal Bank of Canada in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 220 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $783M | Put options by funds: $531M

2% more funds holding in top 10

Funds holding in top 10: 5051 (+1)

0.23% more ownership

Funds ownership: 43.9%44.13% (+0.23%)

4% less capital invested

Capital invested by funds: $61.1B → $58.8B (-$2.28B)

9% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 220

2% less funds holding

Funds holding: 663649 (-14)

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

Holders
649
Holders Change
-14
Holders Change %
-2.11%
% of All Funds
10.19%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
0.8%
New
49
Increased
200
Reduced
220
Closed
57
Calls
$783M
Puts
$531M
Net Calls
+$253M
Net Calls Change
+$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
451
OmniStar Financial Group
North Carolina
$301K +$58.7K +615 +24%
CRC
452
Curi RMB Capital
Illinois
$301K
BW
453
BIP Wealth
Georgia
$299K
WIA
454
World Investment Advisors
California
$298K +$11.7K +123 +4%
SFS
455
Stiles Financial Services
Minnesota
$298K -$10.6K -111 -3%
CIA
456
Capital Investment Advisors
Georgia
$294K +$5.25K +55 +2%
GC
457
Guggenheim Capital
Illinois
$291K +$291K +3,052 New
NHC
458
Nicholas Hoffman & Company
Georgia
$291K
ONSWM
459
Old North State Wealth Management
North Carolina
$291K +$290K +3,042 New
EM
460
Excalibur Management
Massachusetts
$290K
Lazard Asset Management
461
Lazard Asset Management
New York
$286K
Fisher Asset Management
462
Fisher Asset Management
Washington
$285K +$285K +2,984 New
EVM
463
Evelyn V. Moreno
$284K
RTC
464
Riverview Trust Company
Washington
$281K
Lido Advisors
465
Lido Advisors
California
$281K -$116K -1,220 -29%
SIC
466
Shoker Investment Counsel
Ohio
$281K
WHG
467
Westwood Holdings Group
Texas
$279K
AC
468
AXQ Capital
New Jersey
$278K +$278K +2,915 New
T
469
TOBAM
France
$278K
PIMG
470
Patriot Investment Management Group
Tennessee
$274K
FA
471
FDx Advisors
Illinois
$271K +$48.7K +510 +22%
LWANC
472
Laurel Wealth Advisors (North Carolina)
North Carolina
$270K -$64.7K -678 -19%
PWP
473
Phillips Wealth Planners
Mississippi
$268K +$29.4K +308 +12%
T. Rowe Price Associates
474
T. Rowe Price Associates
Maryland
$265K
TPCW
475
TD Private Client Wealth
New York
$264K -$3.82K -40 -1%

RY Hedge Fund Activity: Q2 2023 in Review

649 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q2 2023, worth a combined $58.8B — down 3.7% from $61.1B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of RY and 49 opened new positions — a net loss of 8 holders — while 220 trimmed existing stakes and 200 added.

The largest buyer was Bank of Montreal, adding an estimated $459M. The largest seller was Bank of Nova Scotia, cutting an estimated $283M.

  • 649 institutional investors held Royal Bank of Canada (RY) as of Q2 2023, down from 663 in Q1 2023.
  • Funds reported $58.8B of Royal Bank of Canada stock for Q2 2023, down 3.7% quarter-over-quarter.
  • 49 funds opened new Royal Bank of Canada positions in Q2 2023 and 57 closed out, a net change of -8 holders.
  • The largest Royal Bank of Canada buyer in Q2 2023 was Bank of Montreal, an estimated $459M added.
  • The largest Royal Bank of Canada seller in Q2 2023 was Bank of Nova Scotia, an estimated $283M sold.

Based on aggregated 13F filings for Q2 2023.