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Royal Bank of Canada

641 hedge funds and large institutions have $55.2B invested in Royal Bank of Canada in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 195 increasing their positions, 231 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $830M | Put options by funds: $572M

1.06% more ownership

Funds ownership: 44.13%45.18% (+1.1%)

5% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 55

1% less funds holding

Funds holding: 649641 (-8)

2% less funds holding in top 10

Funds holding in top 10: 5150 (-1)

6% less capital invested

Capital invested by funds: $58.8B → $55.2B (-$3.6B)

16% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 231

Holders
641
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.17%
Holding in Top 10
50
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.96%
% of All Funds
0.79%
New
52
Increased
195
Reduced
231
Closed
55
Calls
$830M
Puts
$572M
Net Calls
+$258M
Net Calls Change
+$5.67M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
451
PDS Planning
Ohio
$301K +$22K +236 +7%
FT
452
Fiduciary Trust
Massachusetts
$299K -$7.81K -84 -2%
EP
453
Eudaimonia Partners
Tennessee
$298K
MCM
454
Magnolia Capital Management
New York
$295K
YIH
455
Y-Intercept (HK)
Hong Kong
$294K +$312K +3,357 New
ATC
456
Argent Trust Co
Tennessee
$290K -$34.8K -374 -10%
RWP
457
RWA Wealth Partners
Massachusetts
$287K
CT
458
Colonial Trust
South Carolina
$279K
BCM
459
Bayesian Capital Management
New York
$278K +$295K +3,174 New
ECG
460
Edge Capital Group
Georgia
$276K -$1.49M -16,000 -84%
OFG
461
OmniStar Financial Group
North Carolina
$276K
Daiwa Securities Group
462
Daiwa Securities Group
Japan
$275K +$279K +3,000 +2,000%
SFS
463
Stiles Financial Services
Minnesota
$275K +$2.23K +24 +0.8%
WIA
464
World Investment Advisors
California
$273K
ALAM
465
Asahi Life Asset Management
Japan
$272K +$288K +3,100 New
ONSWM
466
Old North State Wealth Management
North Carolina
$268K +$1.67K +18 +0.6%
NHC
467
Nicholas Hoffman & Company
Georgia
$267K
EM
468
Excalibur Management
Massachusetts
$265K
AA
469
AlphaQ Advisors
Florida
$263K -$24.4K -262 -8%
Lazard Asset Management
470
Lazard Asset Management
New York
$262K
EVM
471
Evelyn V. Moreno
$260K
RTC
472
Riverview Trust Company
Washington
$257K
SIC
473
Shoker Investment Counsel
Ohio
$257K
BW
474
BIP Wealth
Georgia
$255K -$19.7K -212 -7%
DADC
475
D.A. Davidson & Co
Montana
$255K +$19.2K +206 +8%

RY Hedge Fund Activity: Q3 2023 in Review

641 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2023, worth a combined $55.2B — down 6.1% from $58.8B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of RY and 52 opened new positions — a net loss of 3 holders — while 231 trimmed existing stakes and 195 added.

The largest buyer was Bank of Montreal, adding an estimated $1.05B. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $325M sold.

  • 641 institutional investors held Royal Bank of Canada (RY) as of Q3 2023, down from 649 in Q2 2023.
  • Funds reported $55.2B of Royal Bank of Canada stock for Q3 2023, down 6.1% quarter-over-quarter.
  • 52 funds opened new Royal Bank of Canada positions in Q3 2023 and 55 closed out, a net change of -3 holders.
  • The largest Royal Bank of Canada buyer in Q3 2023 was Bank of Montreal, an estimated $1.05B added.
  • The largest Royal Bank of Canada seller in Q3 2023 was MUFG Securities EMEA, an estimated $325M sold.

Based on aggregated 13F filings for Q3 2023.