RY icon

Royal Bank of Canada
RY

Overview Fund Activity

671 hedge funds and large institutions have $65B invested in Royal Bank of Canada in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 204 increasing their positions, 223 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+35
Holders Change %
+5.5%
% of All Funds
9.84%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.78%
New
95
Increased
204
Reduced
223
Closed
51
Calls
$1.05B
Puts
$734M
Net Calls
+$318M
Net Calls Change
+$60M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$590M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$569M
3
Capital World Investors
Capital World Investors
California
+$365M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$240M
5
Goldman Sachs
Goldman Sachs
New York
+$213M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.35B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$295M
3
Franklin Resources
Franklin Resources
California
-$182M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$98.3M
5
Millennium Management
Millennium Management
New York
-$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
476
BIP Wealth
Georgia
$295K – – –
FRM
477
Fox Run Management
Connecticut
$294K +$294K +2,905 New
CSS
478
Cubist Systematic Strategies
Connecticut
$293K -$11M -108,638 -97%
MWM
479
MGB Wealth Management
Texas
$293K +$293K +2,895 New
KeyBank National Association
480
KeyBank National Association
Ohio
$293K +$293K +2,895 New
WHG
481
Westwood Holdings Group
Texas
$291K – – –
TFA
482
Transamerica Financial Advisors
Florida
$289K -$125K -1,231 -30%
GC
483
Guggenheim Capital
Illinois
$289K +$58.7K +580 +26%
CC
484
Callan Capital
California
$288K +$288K +2,849 New
WT
485
Whittier Trust
California
$288K +$18.3K +181 +7%
LWANC
486
Laurel Wealth Advisors (North Carolina)
North Carolina
$286K – – –
KCM
487
Kathmere Capital Management
Pennsylvania
$285K +$285K +2,821 New
SIC
488
Shoker Investment Counsel
Ohio
$284K -$12.7K -126 -4%
CIA
489
Capital Investment Advisors
Georgia
$282K – – –
T. Rowe Price Associates
490
T. Rowe Price Associates
Maryland
$281K – – –
VF
491
Virtu Financial
New York
$276K +$276K +2,731 New
ACM
492
AlphaStar Capital Management
North Carolina
$275K – – –
PAM
493
Peak Asset Management
Colorado
$273K – – –
PWP
494
Phillips Wealth Planners
Mississippi
$272K -$1.57K -16 -0.6%
EWA
495
EP Wealth Advisors
California
$269K -$4.05K -40 -1%
RTC
496
Riverview Trust Company
Washington
$268K -$29.1K -288 -10%
MWM
497
Mission Wealth Management
California
$268K -$26.9K -266 -9%
SAM
498
Shell Asset Management
Netherlands
$265K – – –
PIMG
499
Patriot Investment Management Group
Tennessee
$265K -$25.3K -250 -9%
CTC
500
Central Trust Company
Missouri
$264K -$12.6K -125 -5%
18 19
20
21 22