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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 %
BW
451
BIP Wealth
Georgia
$299K – – –
WIA
452
World Investment Advisors
California
$298K +$11.7K +123 +4%
SFS
453
Stiles Financial Services
Minnesota
$298K -$10.6K -111 -3%
CIA
454
Capital Investment Advisors
Georgia
$294K +$5.25K +55 +2%
GC
455
Guggenheim Capital
Illinois
$291K +$291K +3,052 New
NHC
456
Nicholas Hoffman & Company
Georgia
$291K – – –
ONSWM
457
Old North State Wealth Management
North Carolina
$291K +$291K +3,042 New
EM
458
Excalibur Management
Massachusetts
$290K – – –
Lazard Asset Management
459
Lazard Asset Management
New York
$286K – – –
Fisher Asset Management
460
Fisher Asset Management
Washington
$285K +$285K +2,984 New
EVM
461
Evelyn V. Moreno
$284K – – –
RTC
462
Riverview Trust Company
Washington
$281K – – –
Lido Advisors
463
Lido Advisors
California
$281K -$117K -1,220 -29%
SIC
464
Shoker Investment Counsel
Ohio
$281K – – –
WHG
465
Westwood Holdings Group
Texas
$279K – – –
AC
466
AXQ Capital
New Jersey
$278K +$278K +2,915 New
T
467
TOBAM
France
$278K – – –
PIMG
468
Patriot Investment Management Group
Tennessee
$274K – – –
FA
469
FDx Advisors
Illinois
$271K +$48.8K +510 +22%
LWANC
470
Laurel Wealth Advisors (North Carolina)
North Carolina
$270K -$64.8K -678 -19%
PWP
471
Phillips Wealth Planners
Mississippi
$268K +$29.4K +308 +12%
T. Rowe Price Associates
472
T. Rowe Price Associates
Maryland
$265K – – –
TPCW
473
TD Private Client Wealth
New York
$264K -$3.82K -40 -1%
CTC
474
Central Trust Company
Missouri
$261K – – –
BSW
475
Buckingham Strategic Wealth
Missouri
$261K +$56.5K +592 +28%
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19
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