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Royal Bank of Canada

641 hedge funds and large institutions have $55.2B invested in Royal Bank of Canada in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 195 increasing their positions, 231 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $830M | Put options by funds: $572M

1.06% more ownership

Funds ownership: 44.13%45.18% (+1.1%)

5% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 55

1% less funds holding

Funds holding: 649641 (-8)

2% less funds holding in top 10

Funds holding in top 10: 5150 (-1)

6% less capital invested

Capital invested by funds: $58.8B → $55.2B (-$3.6B)

16% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 231

Holders
641
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.17%
Holding in Top 10
50
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.96%
% of All Funds
0.79%
New
52
Increased
195
Reduced
231
Closed
55
Calls
$830M
Puts
$572M
Net Calls
+$258M
Net Calls Change
+$5.67M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
476
Mission Wealth Management
California
$255K +$271K +2,915 New
SW
477
SteelPeak Wealth
California
$253K -$46.8K -503 -15%
WHG
478
Westwood Holdings Group
Texas
$251K -$4.65K -50 -2%
PIMG
479
Patriot Investment Management Group
Tennessee
$251K
LFA
480
Legacy Financial Advisors
Kentucky
$250K -$48.6K -523 -15%
WC
481
Waterloo Capital
Texas
$250K +$266K +2,861 New
LWANC
482
Laurel Wealth Advisors (North Carolina)
North Carolina
$247K
IWA
483
IBEX Wealth Advisors
New Jersey
$245K +$260K +2,800 New
CIA
484
Capital Investment Advisors
Georgia
$244K -$26.5K -285 -9%
T. Rowe Price Associates
485
T. Rowe Price Associates
Maryland
$243K
DGAM
486
Desjardins Global Asset Management
Quebec, Canada
$243K +$246K +2,640 +2,095%
CTC
487
Central Trust Company
Missouri
$239K
KPWS
488
Kestra Private Wealth Services
Texas
$239K +$24.6K +264 +11%
ACM
489
AlphaStar Capital Management
North Carolina
$238K +$24K +258 +10%
PAM
490
Peak Asset Management
Colorado
$236K
EWA
491
EP Wealth Advisors
California
$236K -$3.17M -34,075 -93%
BSW
492
Buckingham Strategic Wealth
Missouri
$234K -$4.46K -48 -2%
PWPS
493
Pinnacle Wealth Planning Services
Ohio
$234K +$8.09K +87 +3%
WT
494
Whittier Trust
California
$233K
TPCW
495
TD Private Client Wealth
New York
$232K -$11K -118 -4%
PWP
496
Phillips Wealth Planners
Mississippi
$230K -$1.86K -20 -0.7%
SAM
497
Shell Asset Management
Netherlands
$229K +$9.3K +100 +4%
CC
498
Cannell & Co
New York
$228K
IA
499
IFP Advisors
Florida
$227K -$127K -1,363 -34%
QPWM
500
Quadrant Private Wealth Management
Pennsylvania
$227K

RY Hedge Fund Activity: Q3 2023 in Review

641 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2023, worth a combined $55.2B — down 6.1% from $58.8B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of RY and 52 opened new positions — a net loss of 3 holders — while 231 trimmed existing stakes and 195 added.

The largest buyer was Bank of Montreal, adding an estimated $1.05B. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $325M sold.

  • 641 institutional investors held Royal Bank of Canada (RY) as of Q3 2023, down from 649 in Q2 2023.
  • Funds reported $55.2B of Royal Bank of Canada stock for Q3 2023, down 6.1% quarter-over-quarter.
  • 52 funds opened new Royal Bank of Canada positions in Q3 2023 and 55 closed out, a net change of -3 holders.
  • The largest Royal Bank of Canada buyer in Q3 2023 was Bank of Montreal, an estimated $1.05B added.
  • The largest Royal Bank of Canada seller in Q3 2023 was MUFG Securities EMEA, an estimated $325M sold.

Based on aggregated 13F filings for Q3 2023.