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Royal Bank of Canada
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Overview Fund Activity

659 hedge funds and large institutions have $61B invested in Royal Bank of Canada in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 212 increasing their positions, 205 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
10.55%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
0.8%
New
65
Increased
212
Reduced
205
Closed
57
Calls
$800M
Puts
$619M
Net Calls
+$180M
Net Calls Change
+$606M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$437M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$232M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$153M
4
CIBC World Market
CIBC World Market
Ontario, Canada
+$145M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$116M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$359M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$312M
3
Fidelity International
Fidelity International
Bermuda
-$115M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$107M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$93.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
501
CreativeOne Wealth
Kansas
$232K +$1.43K +15 +0.6%
TF
502
Tompkins Financial
New York
$229K – – –
CFO
503
CVA Family Office
Colorado
$229K – – –
HWA
504
Hilltop Wealth Advisors
North Carolina
$227K – – –
Fifth Third Bancorp
505
Fifth Third Bancorp
Ohio
$223K – – –
SM
506
Sciencast Management
New Jersey
$223K +$223K +2,333 New
WOC
507
West Oak Capital
California
$221K +$221K +2,311 New
KCM
508
Kanawha Capital Management
Virginia
$220K – – –
CA
509
Carson Advisory
Georgia
$220K +$573 +6 +0.3%
GGS
510
Galvin Gaustad & Stein
Arizona
$220K – – –
ST
511
Spinnaker Trust
Maine
$219K – – –
FA
512
FDx Advisors
Illinois
$218K – – –
LIA
513
LBMC Investment Advisors
Tennessee
$215K +$215K +2,254 New
KeyBank National Association
514
KeyBank National Association
Ohio
$212K -$14.2K -149 -6%
EP
515
Edgestream Partners
New Jersey
$212K -$48.9K -512 -19%
WCF
516
West Coast Financial
California
$211K – – –
Koshinski Asset Management
517
Koshinski Asset Management
Illinois
$209K -$573 -6 -0.3%
CAM
518
Carret Asset Management
New York
$207K -$14.3K -150 -6%
FG
519
Fiduciary Group
Georgia
$206K +$206K +2,158 New
DAS
520
Dynamic Advisor Solutions
Arizona
$206K -$2.39K -25 -1%
CCP
521
Clarkston Capital Partners
Michigan
$201K +$201K +2,106 New
BSW
522
Buckingham Strategic Wealth
Missouri
$201K – – –
PP
523
Prudential plc
United Kingdom
$201K +$201K +2,101 New
MRCM
524
M&R Capital Management
New Jersey
$195K – – –
SOW
525
State of Wyoming
Wyoming
$195K +$195K +2,042 New
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