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Royal Bank of Canada
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Overview Fund Activity

671 hedge funds and large institutions have $65B invested in Royal Bank of Canada in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 204 increasing their positions, 223 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+35
Holders Change %
+5.5%
% of All Funds
9.84%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.78%
New
95
Increased
204
Reduced
223
Closed
51
Calls
$1.05B
Puts
$734M
Net Calls
+$318M
Net Calls Change
+$60M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$590M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$569M
3
Capital World Investors
Capital World Investors
California
+$365M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$240M
5
Goldman Sachs
Goldman Sachs
New York
+$213M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.35B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$295M
3
Franklin Resources
Franklin Resources
California
-$182M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$98.3M
5
Millennium Management
Millennium Management
New York
-$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
451
Atomi Financial Group
New York
$347K +$347K +3,434 New
DADC
452
D.A. Davidson & Co
Montana
$347K +$51.8K +512 +18%
FT
453
Fiduciary Trust
Massachusetts
$345K -$405 -4 -0.1%
PWPS
454
Pinnacle Wealth Planning Services
Ohio
$344K +$73.8K +730 +27%
ATC
455
Argent Trust Co
Tennessee
$342K +$6.78K +67 +2%
MCM
456
Magnolia Capital Management
New York
$341K – – –
PP
457
PDS Planning
Ohio
$336K -$12.8K -127 -4%
RWP
458
RWA Wealth Partners
Massachusetts
$332K – – –
CG
459
Cutler Group
California
$332K +$312K +3,085 +1,520%
CIC
460
Cutler Investment Counsel
Oregon
$328K +$328K +3,244 New
SGI
461
Summit Global Investments
Utah
$324K -$120K -1,189 -27%
CT
462
Colonial Trust
South Carolina
$323K – – –
LFA
463
Legacy Financial Advisors
Kentucky
$321K +$31.9K +315 +11%
ECG
464
Edge Capital Group
Georgia
$319K – – –
Daiwa Securities Group
465
Daiwa Securities Group
Japan
$319K – – –
OFG
466
OmniStar Financial Group
North Carolina
$319K – – –
WIA
467
World Investment Advisors
California
$316K – – –
SI
468
Seeds Investor
New York
$316K +$316K +3,120 New
SCM
469
Sollinda Capital Management
Florida
$313K +$313K +3,098 New
ONSWM
470
Old North State Wealth Management
North Carolina
$312K +$2.02K +20 +0.7%
NHC
471
Nicholas Hoffman & Company
Georgia
$309K – – –
Lazard Asset Management
472
Lazard Asset Management
New York
$303K – – –
Envestnet Portfolio Solutions
473
Envestnet Portfolio Solutions
Illinois
$301K +$301K +2,980 New
EVM
474
Evelyn V. Moreno
$301K – – –
EM
475
Excalibur Management
Massachusetts
$296K -$11.3K -112 -4%
17 18
19
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