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Royal Bank of Canada
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Overview Fund Activity

644 hedge funds and large institutions have $58.8B invested in Royal Bank of Canada in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 198 increasing their positions, 219 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
-15
Holders Change %
-2.28%
% of All Funds
10.16%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
0.8%
New
48
Increased
198
Reduced
219
Closed
57
Calls
$783M
Puts
$531M
Net Calls
+$253M
Net Calls Change
+$72.2M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$459M
2
MSE
MUFG Securities EMEA
United Kingdom
+$325M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$200M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$80.3M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$285M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$248M
3
Fidelity International
Fidelity International
Bermuda
-$243M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$147M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
501
Centaurus Financial
California
$223K -$141K -1,475 -39%
Fifth Third Bancorp
502
Fifth Third Bancorp
Ohio
$223K -$478 -5 -0.2%
BL
503
Balentine LLC
Georgia
$222K -$38.3K -401 -15%
WOC
504
West Oak Capital
California
$221K – – –
CA
505
Carson Advisory
Georgia
$221K +$668 +7 +0.3%
KCM
506
Kanawha Capital Management
Virginia
$220K – – –
GGS
507
Galvin Gaustad & Stein
Arizona
$219K – – –
PCIA
508
Prime Capital Investment Advisors
Kansas
$219K +$219K +2,295 New
LIA
509
LBMC Investment Advisors
Tennessee
$215K – – –
SC
510
Savant Capital
Illinois
$215K -$3.82M -40,007 -95%
EP
511
Edgestream Partners
New Jersey
$213K +$1.62K +17 +0.8%
GFS
512
GYL Financial Synergies
Connecticut
$213K +$213K +2,226 New
SWP
513
Stratos Wealth Partners
Ohio
$212K +$212K +2,223 New
KeyBank National Association
514
KeyBank National Association
Ohio
$212K – – –
WCF
515
West Coast Financial
California
$210K – – –
CA
516
Cetera Advisors
Colorado
$209K +$209K +2,191 New
BJL
517
Brighton Jones LLC
Washington
$206K +$206K +2,159 New
FG
518
Fiduciary Group
Georgia
$206K – – –
Carson Wealth (CWM LLC)
519
Carson Wealth (CWM LLC)
Nebraska
$206K -$43.6K -457 -17%
CAM
520
Carret Asset Management
New York
$202K -$5.73K -60 -3%
CCP
521
Clarkston Capital Partners
Michigan
$201K – – –
MRCM
522
M&R Capital Management
New Jersey
$195K – – –
CA
523
Clearstead Advisors
Ohio
$190K – – –
AF
524
Allworth Financial
California
$181K -$3.92K -41 -2%
IRC
525
Investors Research Corp
Georgia
$172K – – –
19 20
21
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