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Royal Bank of Canada

588 hedge funds and large institutions have $57B invested in Royal Bank of Canada in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 217 increasing their positions, 168 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $395M | Put options by funds: $183M

29% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 168

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

13% more capital invested

Capital invested by funds: $50.5B → $57B (+$6.55B)

2% more funds holding

Funds holding: 579588 (+9)

0.21% more ownership

Funds ownership: 42.91%43.11% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 5252 (0)

Holders
588
Holders Change
+9
Holders Change %
+1.55%
% of All Funds
10.32%
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.91%
New
66
Increased
217
Reduced
168
Closed
54
Calls
$395M
Puts
$183M
Net Calls
+$212M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
476
Clearstead Advisors
Ohio
$183K
FCB
477
First Command Bank
Texas
$168K
FCFS
478
First Command Financial Services
Texas
$168K
IRC
479
Investors Research Corp
Georgia
$166K
HI
480
Harbour Investments
Wisconsin
$158K +$149K +1,717 New
TSW
481
Thompson Siegel & Walmsley
Virginia
$143K
AWM
482
Accel Wealth Management
Iowa
$142K -$35.3K -406 -21%
GLLW
483
Graves Light Lenhart Wealth
Virginia
$138K
AAM
484
Advisors Asset Management
Colorado
$137K +$47.9K +550 +59%
SWA
485
SOA Wealth Advisors
New York
$136K
FP
486
Financial Perspectives
Minnesota
$135K +$1.07M +12,313 +9,121%
EDRH
487
Edmond de Rothschild Holding
Switzerland
$133K +$22.2K +255 +21%
IA
488
IFP Advisors
Florida
$125K
CFGS
489
Concourse Financial Group Securities
Alabama
$125K +$5.31K +61 +5%
AWC
490
Abundance Wealth Counselors
Pennsylvania
$99K +$93.1K +1,070 New
LC
491
Lindbrook Capital
California
$98K +$6.88K +79 +8%
SWM
492
Selective Wealth Management
Virginia
$97K +$11K +126 +14%
BCV
493
Banque Cantonale Vaudoise
Switzerland
$93K
MHR
494
Matthew Hamilton Rosenberg
$90K +$12.2K +140 +17%
PMFA
495
Plante Moran Financial Advisors
Michigan
$90K +$58.5K +672 +219%
CWP
496
Concord Wealth Partners
Virginia
$90K +$79.9K +918 +1,669%
AA
497
Ancora Advisors
Ohio
$89K
PFGIA
498
Patriot Financial Group Insurance Agency
Massachusetts
$84K
JCM
499
Jacobi Capital Management
Pennsylvania
$82K +$609 +7 +0.8%
SC
500
SouthState Corp
Florida
$79K -$37.9K -435 -34%

RY Hedge Fund Activity: Q1 2021 in Review

588 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q1 2021, worth a combined $57B — up 13% from $50.5B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new RY positions and 54 closed out — a net gain of 12 holders — while 217 added to existing stakes and 168 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $1.04B. The largest seller was Canada Life, cutting an estimated $1.04B.

  • 588 institutional investors held Royal Bank of Canada (RY) as of Q1 2021, up from 579 in Q4 2020.
  • Funds reported $57B of Royal Bank of Canada stock for Q1 2021, up 13% quarter-over-quarter.
  • 66 funds opened new Royal Bank of Canada positions in Q1 2021 and 54 closed out, a net change of +12 holders.
  • The largest Royal Bank of Canada buyer in Q1 2021 was Mackenzie Financial, an estimated $1.04B added.
  • The largest Royal Bank of Canada seller in Q1 2021 was Canada Life, an estimated $1.04B sold.

Based on aggregated 13F filings for Q1 2021.