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Royal Bank of Canada

656 hedge funds and large institutions have $63.1B invested in Royal Bank of Canada in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 211 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 46

7% more funds holding

Funds holding: 613656 (+43)

4% more capital invested

Capital invested by funds: $60.7B → $63.1B (+$2.38B)

0% more funds holding in top 10

Funds holding in top 10: 5454 (0)

0% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 211

0.39% less ownership

Funds ownership: 42.59%42.2% (-0.39%)

40% less call options, than puts

Call options by funds: $590M | Put options by funds: $984M

Holders
656
Holders Change
+43
Holders Change %
+7.01%
% of All Funds
10.1%
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.83%
New
98
Increased
211
Reduced
211
Closed
46
Calls
$590M
Puts
$984M
Net Calls
-$394M
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
501
Laurel Wealth Advisors (California)
California
$228K +$223K +2,149 New
AW
502
ACG Wealth
Georgia
$227K +$3.84K +37 +2%
CCP
503
Clarkston Capital Partners
Michigan
$225K
CSPIA
504
Cary Street Partners Investment Advisory
Virginia
$225K +$623 +6 +0.3%
PAS
505
Park Avenue Securities
New York
$225K +$220K +2,120 New
A
506
Astrantus
Cyprus
$223K +$218K +2,100 New
EWA
507
EP Wealth Advisors
California
$221K
DADC
508
D.A. Davidson & Co
Montana
$221K +$3.11K +30 +1%
DCM
509
Deuterium Capital Management
Florida
$219K +$214K +2,058 New
BIP
510
Blueprint Investment Partners
North Carolina
$218K +$78.6K +757 +58%
JIC
511
Johnson Investment Counsel
Ohio
$217K +$212K +2,044 New
MRCM
512
M&R Capital Management
New Jersey
$216K
PP
513
PDS Planning
Ohio
$213K -$15.6K -150 -7%
MA
514
MBA Advisors
Pennsylvania
$212K +$208K +2,000 New
MCM
515
McRae Capital Management
New Jersey
$212K +$208K +2,000 New
SAMC
516
Spectrum Asset Management (California)
California
$212K +$208K +2,000 New
WKWM
517
Walter & Keenan Wealth Management
Indiana
$212K +$208K +2,000 New
Capital World Investors
518
Capital World Investors
California
$212K +$208K +2,002 New
CI
519
Conning Inc
Connecticut
$211K +$207K +1,990 New
PCA
520
Pallas Capital Advisors
Massachusetts
$210K -$232K -2,232 -55%
MCM
521
MAI Capital Management
Ohio
$207K +$203K +1,953 New
MFG
522
Magnus Financial Group
New York
$205K +$201K +1,935 New
HPC
523
HM Payson & Co
Maine
$204K +$95.8K +923 +92%
UB
524
UMB Bank
Missouri
$203K +$199K +1,915 New
PTC
525
Petrus Trust Company
Texas
$202K +$197K +1,901 New

RY Hedge Fund Activity: Q4 2021 in Review

656 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2021, worth a combined $63.1B — up 3.9% from $60.7B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new RY positions and 46 closed out — a net gain of 52 holders — while 211 added to existing stakes and 211 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $214M. The largest seller was Bank of Montreal, cutting an estimated $752M.

  • 656 institutional investors held Royal Bank of Canada (RY) as of Q4 2021, up from 613 in Q3 2021.
  • Funds reported $63.1B of Royal Bank of Canada stock for Q4 2021, up 3.9% quarter-over-quarter.
  • 98 funds opened new Royal Bank of Canada positions in Q4 2021 and 46 closed out, a net change of +52 holders.
  • The largest Royal Bank of Canada buyer in Q4 2021 was Wellington Management Group, an estimated $214M added.
  • The largest Royal Bank of Canada seller in Q4 2021 was Bank of Montreal, an estimated $752M sold.

Based on aggregated 13F filings for Q4 2021.