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Royal Bank of Canada

663 hedge funds and large institutions have $61.1B invested in Royal Bank of Canada in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 212 increasing their positions, 206 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $800M | Put options by funds: $619M

14% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 58

6% more capital invested

Capital invested by funds: $57.3B → $61.1B (+$3.7B)

4% more funds holding in top 10

Funds holding in top 10: 4850 (+2)

3% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 206

0% more funds holding

Funds holding: 661663 (+2)

0.08% more ownership

Funds ownership: 43.82%43.9% (+0.08%)

Holders
663
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
10.57%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
0.8%
New
66
Increased
212
Reduced
206
Closed
58
Calls
$800M
Puts
$619M
Net Calls
+$180M
Net Calls Change
+$606M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
476
Central Trust Company
Missouri
$262K
BL
477
Balentine LLC
Georgia
$260K -$2.36M -23,828 -90%
PAM
478
Peak Asset Management
Colorado
$258K
BAM
479
Belpointe Asset Management
Nevada
$256K +$49.8K +503 +23%
WT
480
Whittier Trust
California
$255K
ACM
481
AlphaStar Capital Management
North Carolina
$252K +$11.8K +119 +5%
PMA
482
Prudent Man Advisors
Illinois
$252K +$261K +2,635 New
MFS
483
Mirabella Financial Services
United Kingdom
$251K +$260K +2,621 New
Carson Wealth (CWM LLC)
484
Carson Wealth (CWM LLC)
Nebraska
$250K +$67.4K +680 +35%
EWA
485
EP Wealth Advisors
California
$250K +$971K +9,803 +379%
CC
486
Cannell & Co
New York
$250K
PWP
487
Phillips Wealth Planners
Mississippi
$248K +$248K +2,499 New
SOS
488
Silver Oak Securities
Tennessee
$247K
PWPS
489
Pinnacle Wealth Planning Services
Ohio
$247K +$99 +1 +0%
SCA
490
Stonebridge Capital Advisors
Minnesota
$247K +$6.94K +70 +3%
AG
491
Algert Global
California
$246K
CCM
492
Carlson Capital Management
Minnesota
$245K
BCA
493
Bray Capital Advisors
Florida
$244K
LBC
494
Lowe Brockenbrough & Co
Virginia
$244K +$19.8K +200 +9%
OFG
495
OmniStar Financial Group
North Carolina
$243K
SG Americas Securities
496
SG Americas Securities
New York
$240K -$884K -8,919 -78%
FCM
497
Firestone Capital Management
Florida
$240K +$29.7K +300 +14%
JLBC
498
J.L. Bainbridge & Co
Florida
$239K
RSWM
499
Robertson Stephens Wealth Management
California
$239K
DOA
500
D'Orazio & Associates
Virginia
$238K +$246K +2,487 New

RY Hedge Fund Activity: Q1 2023 in Review

663 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q1 2023, worth a combined $61.1B — up 6.5% from $57.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new RY positions and 58 closed out — a net gain of 8 holders — while 212 added to existing stakes and 206 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $329M. The largest seller was Goldman Sachs, cutting an estimated $372M.

  • 663 institutional investors held Royal Bank of Canada (RY) as of Q1 2023, up from 661 in Q4 2022.
  • Funds reported $61.1B of Royal Bank of Canada stock for Q1 2023, up 6.5% quarter-over-quarter.
  • 66 funds opened new Royal Bank of Canada positions in Q1 2023 and 58 closed out, a net change of +8 holders.
  • The largest Royal Bank of Canada buyer in Q1 2023 was Bank of Montreal, an estimated $329M added.
  • The largest Royal Bank of Canada seller in Q1 2023 was Goldman Sachs, an estimated $372M sold.

Based on aggregated 13F filings for Q1 2023.