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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
IA
476
IFP Advisors
Florida
$100K -$14.1K -175 -12%
JCM
477
Jacobi Capital Management
Pennsylvania
$96K +$5.48K +68 +6%
HNB
478
Huntington National Bank
Ohio
$95K
HPC
479
HM Payson & Co
Maine
$90K
AA
480
Advisory Alpha
Michigan
$84.1K
TRCT
481
Tower Research Capital (TRC)
New York
$82K -$2.33M -28,944 -97%
CAW
482
Cornerstone Advisors (Washington)
Washington
$82K +$2.09K +26 +3%
FGAM
483
Financial Gravity Asset Management
Texas
$79K -$2.17K -27 -41%
RWA
484
Ropes Wealth Advisors
Massachusetts
$79K +$80.5K +1,000 New
SFSIG
485
San Francisco Sentry Investment Group
California
$76K -$61.5K -764 -44%
PFGIA
486
Patriot Financial Group Insurance Agency
Massachusetts
$73K
EWM
487
EPG Wealth Management
Georgia
$70K +$70.8K +879 New
CT
488
Caldwell Trust
Florida
$66.8K +$67.9K +843 New
ZB
489
Zions Bancorporation
Utah
$66K -$4.43K -55 -6%
APWM
490
Atlas Private Wealth Management
New York
$66K +$66.6K +827 New
Carson Wealth (CWM LLC)
491
Carson Wealth (CWM LLC)
Nebraska
$64K
WEC
492
Winslow Evans & Crocker
Massachusetts
$64K
CCM
493
Covington Capital Management
California
$63K
ED
494
Exane Derivatives
France
$56.4K
Boston Partners
495
Boston Partners
Massachusetts
$50K
AIC
496
Ameritas Investment Company
Nebraska
$48K -$6.12K -76 -11%
BCWM
497
Bartlett & Co Wealth Management
Ohio
$47.5K
GCM
498
Gables Capital Management
Florida
$46K
NP
499
NorthRock Partners
Minnesota
$45K +$35.3K +438 New
BL
500
Balentine LLC
Georgia
$43K

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.