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Royal Bank of Canada
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Overview Fund Activity

657 hedge funds and large institutions have $57.3B invested in Royal Bank of Canada in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 188 increasing their positions, 216 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
+45
Holders Change %
+7.35%
% of All Funds
10.6%
Holding in Top 10
48
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.43%
% of All Funds
0.77%
New
86
Increased
188
Reduced
216
Closed
25
Calls
$674M
Puts
$1.1B
Net Calls
-$426M
Net Calls Change
-$250M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$1.19B
2
Goldman Sachs
Goldman Sachs
New York
+$439M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$225M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$124M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$98.1M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$580M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$405M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$93.9M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$77.9M
5
Franklin Resources
Franklin Resources
California
-$76.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
476
Pinnacle Wealth Planning Services
Ohio
$243K -$247K -2,632 -50%
AG
477
Algert Global
California
$242K – – –
CCM
478
Carlson Capital Management
Minnesota
$241K – – –
BCA
479
Bray Capital Advisors
Florida
$240K – – –
OFG
480
OmniStar Financial Group
North Carolina
$239K -$5.27K -56 -2%
ACM
481
AlphaStar Capital Management
North Carolina
$237K – – –
BHPW
482
Beverly Hills Private Wealth
California
$236K +$236K +2,515 New
SCA
483
Stonebridge Capital Advisors
Minnesota
$236K +$1.97K +21 +0.8%
JLBC
484
J.L. Bainbridge & Co
Florida
$235K – – –
RSWM
485
Robertson Stephens Wealth Management
California
$235K -$84.1K -894 -26%
KFC
486
Klingenstein Fields & Co
New York
$235K – – –
RFA
487
Resurgent Financial Advisors
Georgia
$232K -$89.3K -950 -28%
GC
488
Guggenheim Capital
Illinois
$232K -$2.13M -22,627 -90%
DWP
489
Daymark Wealth Partners
Ohio
$230K +$230K +2,450 New
JIC
490
Johnson Investment Counsel
Ohio
$230K – – –
AG
491
Ascent Group
Virginia
$229K +$229K +2,432 New
CW
492
CreativeOne Wealth
Kansas
$227K +$282 +3 +0.1%
DADC
493
D.A. Davidson & Co
Montana
$227K +$4.89K +52 +2%
TF
494
Tompkins Financial
New York
$226K – – –
CFO
495
CVA Family Office
Colorado
$226K +$226K +2,400 New
MYIA
496
Mount Yale Investment Advisors
Colorado
$225K -$59.5K -633 -21%
HWA
497
Hilltop Wealth Advisors
North Carolina
$223K – – –
KeyBank National Association
498
KeyBank National Association
Ohio
$223K -$66.9K -712 -23%
LBC
499
Lowe Brockenbrough & Co
Virginia
$221K – – –
SWP
500
Stratos Wealth Partners
Ohio
$220K -$32.9K -350 -13%
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