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Royal Bank of Canada

649 hedge funds and large institutions have $58.8B invested in Royal Bank of Canada in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 220 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $783M | Put options by funds: $531M

2% more funds holding in top 10

Funds holding in top 10: 5051 (+1)

0.23% more ownership

Funds ownership: 43.9%44.13% (+0.23%)

4% less capital invested

Capital invested by funds: $61.1B → $58.8B (-$2.28B)

9% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 220

2% less funds holding

Funds holding: 663649 (-14)

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

Holders
649
Holders Change
-14
Holders Change %
-2.11%
% of All Funds
10.19%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
0.8%
New
49
Increased
200
Reduced
220
Closed
57
Calls
$783M
Puts
$531M
Net Calls
+$253M
Net Calls Change
+$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
501
Hilltop Wealth Advisors
North Carolina
$227K
DAS
502
Dynamic Advisor Solutions
Arizona
$224K +$17.9K +187 +9%
CF
503
Centaurus Financial
California
$223K -$141K -1,475 -39%
Fifth Third Bancorp
504
Fifth Third Bancorp
Ohio
$223K -$477 -5 -0.2%
BL
505
Balentine LLC
Georgia
$222K -$38.3K -401 -15%
WOC
506
West Oak Capital
California
$221K
CA
507
Carson Advisory
Georgia
$221K +$668 +7 +0.3%
KCM
508
Kanawha Capital Management
Virginia
$220K
GGS
509
Galvin Gaustad & Stein
Arizona
$219K
PCIA
510
Prime Capital Investment Advisors
Kansas
$219K +$219K +2,295 New
LIA
511
LBMC Investment Advisors
Tennessee
$215K
SC
512
Savant Capital
Illinois
$215K -$3.82M -40,007 -95%
EP
513
Edgestream Partners
New Jersey
$213K +$1.62K +17 +0.8%
GFS
514
GYL Financial Synergies
Connecticut
$213K +$212K +2,226 New
SWP
515
Stratos Wealth Partners
Ohio
$212K +$212K +2,223 New
KeyBank National Association
516
KeyBank National Association
Ohio
$212K
WCF
517
West Coast Financial
California
$210K
CA
518
Cetera Advisors
Colorado
$209K +$209K +2,191 New
BJL
519
Brighton Jones LLC
Washington
$206K +$206K +2,159 New
FG
520
Fiduciary Group
Georgia
$206K
Carson Wealth (CWM LLC)
521
Carson Wealth (CWM LLC)
Nebraska
$206K -$43.6K -457 -17%
CAM
522
Carret Asset Management
New York
$202K -$5.73K -60 -3%
CCP
523
Clarkston Capital Partners
Michigan
$201K
MRCM
524
M&R Capital Management
New Jersey
$195K
CA
525
Clearstead Advisors
Ohio
$190K

RY Hedge Fund Activity: Q2 2023 in Review

649 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q2 2023, worth a combined $58.8B — down 3.7% from $61.1B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of RY and 49 opened new positions — a net loss of 8 holders — while 220 trimmed existing stakes and 200 added.

The largest buyer was Bank of Montreal, adding an estimated $459M. The largest seller was Bank of Nova Scotia, cutting an estimated $283M.

  • 649 institutional investors held Royal Bank of Canada (RY) as of Q2 2023, down from 663 in Q1 2023.
  • Funds reported $58.8B of Royal Bank of Canada stock for Q2 2023, down 3.7% quarter-over-quarter.
  • 49 funds opened new Royal Bank of Canada positions in Q2 2023 and 57 closed out, a net change of -8 holders.
  • The largest Royal Bank of Canada buyer in Q2 2023 was Bank of Montreal, an estimated $459M added.
  • The largest Royal Bank of Canada seller in Q2 2023 was Bank of Nova Scotia, an estimated $283M sold.

Based on aggregated 13F filings for Q2 2023.