We are live on ! Find out more
RY icon

Royal Bank of Canada

615 hedge funds and large institutions have $47.4B invested in Royal Bank of Canada in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 233 increasing their positions, 188 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 188

8% more funds holding in top 10

Funds holding in top 10: 4953 (+4)

0.94% more ownership

Funds ownership: 41.71%42.64% (+0.94%)

5% less funds holding

Funds holding: 645615 (-30)

7% less capital invested

Capital invested by funds: $51B → $47.4B (-$3.58B)

27% less call options, than puts

Call options by funds: $479M | Put options by funds: $654M

41% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 51

Holders
615
Holders Change
-30
Holders Change %
-4.65%
% of All Funds
10.59%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.91%
New
30
Increased
233
Reduced
188
Closed
51
Calls
$479M
Puts
$654M
Net Calls
-$176M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
501
Trust Company of Vermont
Vermont
$143K -$60.9K -635 -29%
AAM
502
Advisors Asset Management
Colorado
$135K -$19.6K -204 -12%
BWS
503
BCR Wealth Strategies
Alabama
$135K
UB
504
UMB Bank
Missouri
$134K -$54.1K -564 -28%
SWA
505
SOA Wealth Advisors
New York
$132K
HI
506
Harbour Investments
Wisconsin
$126K
IA
507
IFP Advisors
Florida
$113K -$671 -7 -0.4%
IWA
508
Icon Wealth Advisors
Texas
$107K +$114K +1,190 New
CWM
509
CarsonAllaria Wealth Management
Illinois
$105K
SPIA
510
Steward Partners Investment Advisory
New York
$100K -$288 -3 -0.3%
AA
511
Addison Advisors
Vermont
$96K +$57.3K +598 +128%
SWM
512
Spire Wealth Management
Virginia
$93K -$69.2K -722 -41%
TFP
513
Tilia Fiduciary Partners
North Carolina
$93K
HPC
514
HM Payson & Co
Maine
$91K
CIM
515
Contravisory Investment Management
Massachusetts
$88K
PPWM
516
PFG Private Wealth Management
Florida
$88K
HFM
517
Harvest Fund Management
China
$88K +$93.5K +975 New
HC
518
Hoese & Co
Minnesota
$87K
HIA
519
Harbor Investment Advisory
Maryland
$80K
MHR
520
Matthew Hamilton Rosenberg
$80K +$3.45K +36 +4%
PMFA
521
Plante Moran Financial Advisors
Michigan
$79K
AAP
522
Arax Advisory Partners
Colorado
$76K +$479 +5 +0.6%
CCM
523
Covington Capital Management
California
$72K
TSW
524
Thompson Siegel & Walmsley
Virginia
$71K -$72.7K -758 -49%
APA
525
American Portfolios Advisors
New York
$68.5K -$1.63K -17 -2%

RY Hedge Fund Activity: Q3 2022 in Review

615 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2022, worth a combined $47.4B — down 7% from $51B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of RY and 30 opened new positions — a net loss of 21 holders — while 188 trimmed existing stakes and 233 added.

The largest buyer was Bank of Montreal, adding an estimated $905M. The largest seller was Wellington Management Group, cutting an estimated $287M.

  • 615 institutional investors held Royal Bank of Canada (RY) as of Q3 2022, down from 645 in Q2 2022.
  • Funds reported $47.4B of Royal Bank of Canada stock for Q3 2022, down 7% quarter-over-quarter.
  • 30 funds opened new Royal Bank of Canada positions in Q3 2022 and 51 closed out, a net change of -21 holders.
  • The largest Royal Bank of Canada buyer in Q3 2022 was Bank of Montreal, an estimated $905M added.
  • The largest Royal Bank of Canada seller in Q3 2022 was Wellington Management Group, an estimated $287M sold.

Based on aggregated 13F filings for Q3 2022.