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Royal Bank of Canada
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Overview Fund Activity

670 hedge funds and large institutions have $66.5B invested in Royal Bank of Canada in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 209 increasing their positions, 225 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
+17
Holders Change %
+2.6%
% of All Funds
10.6%
Holding in Top 10
52
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.7%
% of All Funds
0.82%
New
69
Increased
209
Reduced
225
Closed
43
Calls
$257M
Puts
$551M
Net Calls
-$293M
Net Calls Change
+$101M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.59B
2
BGC
Beutel, Goodman & Co
Ontario, Canada
+$306M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$213M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$166M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$89.9M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$701M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$225M
3
Fidelity International
Fidelity International
Bermuda
-$220M
4
Bank of America
Bank of America
North Carolina
-$176M
5
GQG Partners
GQG Partners
Florida
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
501
Cresset Asset Management
Illinois
$247K +$247K +2,242 New
EGM
502
Engineers Gate Manager
New York
$246K +$246K +2,229 New
EIP
503
Epoch Investment Partners
New York
$243K -$98.2K -889 -29%
FCM
504
Firestone Capital Management
Florida
$243K – – –
CA
505
Clearstead Advisors
Ohio
$243K – – –
PWA
506
Phoenix Wealth Advisors
North Carolina
$243K – – –
Fisher Asset Management
507
Fisher Asset Management
Washington
$243K +$243K +2,206 New
AWM
508
AE Wealth Management
Kansas
$242K +$5.29K +48 +2%
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$242K +$97.2K +882 +67%
PP
510
Paloma Partners
Connecticut
$242K +$242K +2,195 New
M
511
Mirova
France
$241K -$14K -127 -5%
AG
512
Ascent Group
Virginia
$240K +$240K +2,180 New
PP
513
PDS Planning
Ohio
$239K +$17.9K +162 +8%
SWM
514
Spire Wealth Management
Virginia
$237K -$105K -947 -31%
TCA
515
Transcend Capital Advisors
New Jersey
$236K -$33.5K -303 -12%
Cerity Partners
516
Cerity Partners
New York
$235K -$571K -5,179 -71%
AW
517
ACG Wealth
Georgia
$235K -$1.32K -12 -0.6%
CSPIA
518
Cary Street Partners Investment Advisory
Virginia
$235K +$552 +5 +0.2%
CCP
519
Clarkston Capital Partners
Michigan
$234K – – –
DADC
520
D.A. Davidson & Co
Montana
$232K +$3.09K +28 +1%
EWA
521
EP Wealth Advisors
California
$230K – – –
MCM
522
MAI Capital Management
Ohio
$230K +$14.4K +130 +7%
CAG
523
Csenge Advisory Group
Florida
$228K -$58.5K -531 -20%
MRCM
524
M&R Capital Management
New Jersey
$225K – – –
UB
525
UMB Bank
Missouri
$224K +$12.5K +113 +6%
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