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Royal Bank of Canada

615 hedge funds and large institutions have $47.4B invested in Royal Bank of Canada in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 233 increasing their positions, 188 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 188

8% more funds holding in top 10

Funds holding in top 10: 4953 (+4)

0.94% more ownership

Funds ownership: 41.71%42.64% (+0.94%)

5% less funds holding

Funds holding: 645615 (-30)

7% less capital invested

Capital invested by funds: $51B → $47.4B (-$3.58B)

27% less call options, than puts

Call options by funds: $479M | Put options by funds: $654M

41% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 51

Holders
615
Holders Change
-30
Holders Change %
-4.65%
% of All Funds
10.59%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.91%
New
30
Increased
233
Reduced
188
Closed
51
Calls
$479M
Puts
$654M
Net Calls
-$176M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
476
Hilltop Wealth Advisors
North Carolina
$214K
DADC
477
D.A. Davidson & Co
Montana
$213K +$9.78K +102 +5%
FA
478
FDx Advisors
Illinois
$212K -$288 -3 -0.1%
LBC
479
Lowe Brockenbrough & Co
Virginia
$212K
CT
480
Colonial Trust
South Carolina
$212K +$226K +2,358 New
WOC
481
West Oak Capital
California
$210K
CAM
482
Carret Asset Management
New York
$209K -$4.79K -50 -2%
KCM
483
Kanawha Capital Management
Virginia
$208K
LWAC
484
Laurel Wealth Advisors (California)
California
$206K
ST
485
Spinnaker Trust
Maine
$206K
CA
486
Carson Advisory
Georgia
$206K +$575 +6 +0.3%
TCG
487
Tremblant Capital Group
Florida
$203K +$216K +2,254 New
MCM
488
MAI Capital Management
Ohio
$202K +$216K +2,248 New
ARG
489
Advisory Resource Group
Oklahoma
$201K -$3.74K -39 -2%
AW
490
ACG Wealth
Georgia
$201K +$1.63K +17 +0.8%
CA
491
Clearstead Advisors
Ohio
$199K
Carson Wealth (CWM LLC)
492
Carson Wealth (CWM LLC)
Nebraska
$188K -$6.62K -69 -3%
MRCM
493
M&R Capital Management
New Jersey
$183K
WWMSC
494
Wagner Wealth Management (South Carolina)
South Carolina
$181K +$97.5K +1,017 +102%
IRC
495
Investors Research Corp
Georgia
$162K
LC
496
Lindbrook Capital
California
$158K +$14.9K +155 +10%
AF
497
Advisornet Financial
Minnesota
$157K -$8.54K -89 -5%
BAM
498
Belpointe Asset Management
Nevada
$156K -$8.63K -90 -5%
LSA
499
Leonteq Securities AG
Switzerland
$150K +$19.8K +206 +21%
AWM
500
Accel Wealth Management
Iowa
$146K +$959 +10 +0.7%

RY Hedge Fund Activity: Q3 2022 in Review

615 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2022, worth a combined $47.4B — down 7% from $51B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of RY and 30 opened new positions — a net loss of 21 holders — while 188 trimmed existing stakes and 233 added.

The largest buyer was Bank of Montreal, adding an estimated $905M. The largest seller was Wellington Management Group, cutting an estimated $287M.

  • 615 institutional investors held Royal Bank of Canada (RY) as of Q3 2022, down from 645 in Q2 2022.
  • Funds reported $47.4B of Royal Bank of Canada stock for Q3 2022, down 7% quarter-over-quarter.
  • 30 funds opened new Royal Bank of Canada positions in Q3 2022 and 51 closed out, a net change of -21 holders.
  • The largest Royal Bank of Canada buyer in Q3 2022 was Bank of Montreal, an estimated $905M added.
  • The largest Royal Bank of Canada seller in Q3 2022 was Wellington Management Group, an estimated $287M sold.

Based on aggregated 13F filings for Q3 2022.