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Royal Bank of Canada
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Overview Fund Activity

671 hedge funds and large institutions have $65B invested in Royal Bank of Canada in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 204 increasing their positions, 223 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+35
Holders Change %
+5.5%
% of All Funds
9.84%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.78%
New
95
Increased
204
Reduced
223
Closed
51
Calls
$1.05B
Puts
$734M
Net Calls
+$318M
Net Calls Change
+$60M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$590M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$569M
3
Capital World Investors
Capital World Investors
California
+$365M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$240M
5
Goldman Sachs
Goldman Sachs
New York
+$213M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.35B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$295M
3
Franklin Resources
Franklin Resources
California
-$182M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$98.3M
5
Millennium Management
Millennium Management
New York
-$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
501
Cannell & Co
New York
$264K – – –
SW
502
SVB Wealth
Massachusetts
$260K +$260K +2,574 New
T
503
TOBAM
France
$259K – – –
CF
504
Centaurus Financial
California
$259K +$22.3K +220 +9%
CCM
505
Carlson Capital Management
Minnesota
$259K – – –
LBC
506
Lowe Brockenbrough & Co
Virginia
$258K – – –
BCA
507
Bray Capital Advisors
Florida
$258K – – –
AWM
508
AE Wealth Management
Kansas
$257K +$257K +2,596 New
TPCW
509
TD Private Client Wealth
New York
$256K -$12.1K -120 -5%
LCGC
510
Legacy Capital Group California
California
$256K -$1.72K -17 -0.7%
PAS
511
Park Avenue Securities
New York
$254K +$254K +2,510 New
WP
512
WealthShield Partners
North Carolina
$254K – – –
JLBC
513
J.L. Bainbridge & Co
Florida
$253K – – –
RSWM
514
Robertson Stephens Wealth Management
California
$253K – – –
DWM
515
Drive Wealth Management
Utah
$253K +$253K +2,498 New
FCM
516
Firestone Capital Management
Florida
$246K – – –
CFO
517
CVA Family Office
Colorado
$245K -$2.12K -21 -0.9%
CP
518
Canopy Partners
Ohio
$245K +$245K +2,423 New
Fifth Third Bancorp
519
Fifth Third Bancorp
Ohio
$244K +$21.2K +210 +10%
SCP
520
Sivia Capital Partners
California
$243K +$243K +2,403 New
TF
521
Tompkins Financial
New York
$243K – – –
Carson Wealth (CWM LLC)
522
Carson Wealth (CWM LLC)
Nebraska
$241K +$17.7K +175 +8%
HWA
523
Hilltop Wealth Advisors
North Carolina
$240K -$2.93K -29 -1%
SFS
524
Stiles Financial Services
Minnesota
$240K -$78.1K -772 -25%
SCA
525
Stonebridge Capital Advisors
Minnesota
$233K -$23.3K -230 -9%
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