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Royal Bank of Canada

649 hedge funds and large institutions have $58.8B invested in Royal Bank of Canada in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 220 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $783M | Put options by funds: $531M

2% more funds holding in top 10

Funds holding in top 10: 5051 (+1)

0.23% more ownership

Funds ownership: 43.9%44.13% (+0.23%)

4% less capital invested

Capital invested by funds: $61.1B → $58.8B (-$2.28B)

9% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 220

2% less funds holding

Funds holding: 663649 (-14)

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

Holders
649
Holders Change
-14
Holders Change %
-2.11%
% of All Funds
10.19%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
0.8%
New
49
Increased
200
Reduced
220
Closed
57
Calls
$783M
Puts
$531M
Net Calls
+$253M
Net Calls Change
+$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
476
Central Trust Company
Missouri
$261K
BSW
477
Buckingham Strategic Wealth
Missouri
$261K +$56.5K +592 +28%
Nomura Holdings
478
Nomura Holdings
Japan
$260K +$259K +2,718 New
DADC
479
D.A. Davidson & Co
Montana
$259K -$21.3K -223 -8%
PAM
480
Peak Asset Management
Colorado
$258K
EWA
481
EP Wealth Advisors
California
$257K +$2.33M +24,382 +197%
WT
482
Whittier Trust
California
$254K
PMA
483
Prudent Man Advisors
Illinois
$252K
CC
484
Cannell & Co
New York
$249K
QPWM
485
Quadrant Private Wealth Management
Pennsylvania
$248K -$66.8K -700 -21%
PWPS
486
Pinnacle Wealth Planning Services
Ohio
$247K
AG
487
Algert Global
California
$246K
FCM
488
Firestone Capital Management
Florida
$245K
SCA
489
Stonebridge Capital Advisors
Minnesota
$245K -$1.91K -20 -0.8%
CCM
490
Carlson Capital Management
Minnesota
$244K
BCA
491
Bray Capital Advisors
Florida
$244K
LBC
492
Lowe Brockenbrough & Co
Virginia
$244K
SAM
493
Shell Asset Management
Netherlands
$240K -$29.8K -312 -11%
JLBC
494
J.L. Bainbridge & Co
Florida
$239K
RSWM
495
Robertson Stephens Wealth Management
California
$239K
KPWS
496
Kestra Private Wealth Services
Texas
$236K +$2.96K +31 +1%
CW
497
CreativeOne Wealth
Kansas
$236K +$4.2K +44 +2%
ACM
498
AlphaStar Capital Management
North Carolina
$235K -$17.3K -181 -7%
CFO
499
CVA Family Office
Colorado
$230K +$1.05K +11 +0.5%
TF
500
Tompkins Financial
New York
$229K

RY Hedge Fund Activity: Q2 2023 in Review

649 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q2 2023, worth a combined $58.8B — down 3.7% from $61.1B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of RY and 49 opened new positions — a net loss of 8 holders — while 220 trimmed existing stakes and 200 added.

The largest buyer was Bank of Montreal, adding an estimated $459M. The largest seller was Bank of Nova Scotia, cutting an estimated $283M.

  • 649 institutional investors held Royal Bank of Canada (RY) as of Q2 2023, down from 663 in Q1 2023.
  • Funds reported $58.8B of Royal Bank of Canada stock for Q2 2023, down 3.7% quarter-over-quarter.
  • 49 funds opened new Royal Bank of Canada positions in Q2 2023 and 57 closed out, a net change of -8 holders.
  • The largest Royal Bank of Canada buyer in Q2 2023 was Bank of Montreal, an estimated $459M added.
  • The largest Royal Bank of Canada seller in Q2 2023 was Bank of Nova Scotia, an estimated $283M sold.

Based on aggregated 13F filings for Q2 2023.