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Royal Bank of Canada

663 hedge funds and large institutions have $61.1B invested in Royal Bank of Canada in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 212 increasing their positions, 206 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $800M | Put options by funds: $619M

14% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 58

6% more capital invested

Capital invested by funds: $57.3B → $61.1B (+$3.7B)

4% more funds holding in top 10

Funds holding in top 10: 4850 (+2)

3% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 206

0% more funds holding

Funds holding: 661663 (+2)

0.08% more ownership

Funds ownership: 43.82%43.9% (+0.08%)

Holders
663
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
10.57%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
0.8%
New
66
Increased
212
Reduced
206
Closed
58
Calls
$800M
Puts
$619M
Net Calls
+$180M
Net Calls Change
+$606M
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
501
Daymark Wealth Partners
Ohio
$234K
KPWS
502
Kestra Private Wealth Services
Texas
$233K +$11.5K +116 +5%
CW
503
CreativeOne Wealth
Kansas
$232K +$1.49K +15 +0.6%
CFO
504
CVA Family Office
Colorado
$229K
TF
505
Tompkins Financial
New York
$229K
HWA
506
Hilltop Wealth Advisors
North Carolina
$227K
Fifth Third Bancorp
507
Fifth Third Bancorp
Ohio
$223K
SM
508
Sciencast Management
New Jersey
$223K +$231K +2,333 New
WOC
509
West Oak Capital
California
$221K +$229K +2,311 New
KCM
510
Kanawha Capital Management
Virginia
$220K
CA
511
Carson Advisory
Georgia
$220K +$595 +6 +0.3%
GGS
512
Galvin Gaustad & Stein
Arizona
$220K
ST
513
Spinnaker Trust
Maine
$219K
FA
514
FDx Advisors
Illinois
$218K
LIA
515
LBMC Investment Advisors
Tennessee
$215K +$223K +2,254 New
KeyBank National Association
516
KeyBank National Association
Ohio
$212K -$14.8K -149 -6%
EP
517
Edgestream Partners
New Jersey
$212K -$50.7K -512 -19%
WCF
518
West Coast Financial
California
$211K
Koshinski Asset Management
519
Koshinski Asset Management
Illinois
$209K -$595 -6 -0.3%
CAM
520
Carret Asset Management
New York
$207K -$14.9K -150 -6%
FG
521
Fiduciary Group
Georgia
$206K +$214K +2,158 New
DAS
522
Dynamic Advisor Solutions
Arizona
$206K -$2.48K -25 -1%
CCP
523
Clarkston Capital Partners
Michigan
$201K +$209K +2,106 New
BSW
524
Buckingham Strategic Wealth
Missouri
$201K
PP
525
Prudential plc
United Kingdom
$201K +$208K +2,101 New

RY Hedge Fund Activity: Q1 2023 in Review

663 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q1 2023, worth a combined $61.1B — up 6.5% from $57.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new RY positions and 58 closed out — a net gain of 8 holders — while 212 added to existing stakes and 206 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $329M. The largest seller was Goldman Sachs, cutting an estimated $372M.

  • 663 institutional investors held Royal Bank of Canada (RY) as of Q1 2023, up from 661 in Q4 2022.
  • Funds reported $61.1B of Royal Bank of Canada stock for Q1 2023, up 6.5% quarter-over-quarter.
  • 66 funds opened new Royal Bank of Canada positions in Q1 2023 and 58 closed out, a net change of +8 holders.
  • The largest Royal Bank of Canada buyer in Q1 2023 was Bank of Montreal, an estimated $329M added.
  • The largest Royal Bank of Canada seller in Q1 2023 was Goldman Sachs, an estimated $372M sold.

Based on aggregated 13F filings for Q1 2023.