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Royal Bank of Canada

641 hedge funds and large institutions have $55.2B invested in Royal Bank of Canada in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 195 increasing their positions, 231 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $830M | Put options by funds: $572M

1.06% more ownership

Funds ownership: 44.13%45.18% (+1.1%)

5% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 55

1% less funds holding

Funds holding: 649641 (-8)

2% less funds holding in top 10

Funds holding in top 10: 5150 (-1)

6% less capital invested

Capital invested by funds: $58.8B → $55.2B (-$3.6B)

16% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 231

Holders
641
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.17%
Holding in Top 10
50
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.96%
% of All Funds
0.79%
New
52
Increased
195
Reduced
231
Closed
55
Calls
$830M
Puts
$572M
Net Calls
+$258M
Net Calls Change
+$5.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
501
Lido Advisors
California
$226K -$33.6K -361 -12%
CCM
502
Carlson Capital Management
Minnesota
$224K
T
503
TOBAM
France
$223K -$34K -366 -13%
BCA
504
Bray Capital Advisors
Florida
$223K
LBC
505
Lowe Brockenbrough & Co
Virginia
$223K
LCGC
506
Legacy Capital Group California
California
$223K +$237K +2,547 New
PMA
507
Prudent Man Advisors
Illinois
$222K -$8.46K -91 -3%
SCA
508
Stonebridge Capital Advisors
Minnesota
$222K -$2.42K -26 -1%
WP
509
WealthShield Partners
North Carolina
$219K +$233K +2,508 New
JLBC
510
J.L. Bainbridge & Co
Florida
$219K
RSWM
511
Robertson Stephens Wealth Management
California
$218K
CFO
512
CVA Family Office
Colorado
$214K +$3.07K +33 +1%
FCM
513
Firestone Capital Management
Florida
$213K -$6.7K -72 -3%
HWA
514
Hilltop Wealth Advisors
North Carolina
$210K +$2.7K +29 +1%
TF
515
Tompkins Financial
New York
$210K
BL
516
Balentine LLC
Georgia
$209K +$6.14K +66 +3%
CF
517
Centaurus Financial
California
$205K +$651 +7 +0.3%
HT
518
Headlands Technologies
Illinois
$205K +$218K +2,344 New
WOC
519
West Oak Capital
California
$202K
KCM
520
Kanawha Capital Management
Virginia
$202K
GGS
521
Galvin Gaustad & Stein
Arizona
$201K
GC
522
Guggenheim Capital
Illinois
$200K -$72.4K -778 -25%
Carson Wealth (CWM LLC)
523
Carson Wealth (CWM LLC)
Nebraska
$193K +$4.46K +48 +2%
Fifth Third Bancorp
524
Fifth Third Bancorp
Ohio
$193K -$12.2K -131 -6%
MRCM
525
M&R Capital Management
New Jersey
$179K

RY Hedge Fund Activity: Q3 2023 in Review

641 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2023, worth a combined $55.2B — down 6.1% from $58.8B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of RY and 52 opened new positions — a net loss of 3 holders — while 231 trimmed existing stakes and 195 added.

The largest buyer was Bank of Montreal, adding an estimated $1.05B. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $325M sold.

  • 641 institutional investors held Royal Bank of Canada (RY) as of Q3 2023, down from 649 in Q2 2023.
  • Funds reported $55.2B of Royal Bank of Canada stock for Q3 2023, down 6.1% quarter-over-quarter.
  • 52 funds opened new Royal Bank of Canada positions in Q3 2023 and 55 closed out, a net change of -3 holders.
  • The largest Royal Bank of Canada buyer in Q3 2023 was Bank of Montreal, an estimated $1.05B added.
  • The largest Royal Bank of Canada seller in Q3 2023 was MUFG Securities EMEA, an estimated $325M sold.

Based on aggregated 13F filings for Q3 2023.