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Royal Bank of Canada

566 hedge funds and large institutions have $49.8B invested in Royal Bank of Canada in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 174 increasing their positions, 182 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $653M | Put options by funds: $286M

100% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 42

6% more funds holding

Funds holding: 536566 (+30)

0.23% less ownership

Funds ownership: 43.17%42.93% (-0.23%)

1% less capital invested

Capital invested by funds: $50.4B → $49.8B (-$598M)

4% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 182

2% less funds holding in top 10

Funds holding in top 10: 5150 (-1)

Holders
566
Holders Change
+30
Holders Change %
+5.6%
% of All Funds
11.15%
Holding in Top 10
50
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.96%
% of All Funds
0.99%
New
84
Increased
174
Reduced
182
Closed
42
Calls
$653M
Puts
$286M
Net Calls
+$367M
Net Calls Change
+$209M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
526
Financial Architects (New Jersey)
New Jersey
$16K
MRCM
527
M&R Capital Management
New Jersey
$16K
OC
528
Oakworth Capital
Alabama
$16K
WCG
529
Weaver Consulting Group
California
$16K
EARNEST Partners
530
EARNEST Partners
Georgia
$15K
TFA
531
Toth Financial Advisory
Virginia
$15K
BCA
532
Berman Capital Advisors
Georgia
$14K
FCA
533
FinTrust Capital Advisors
South Carolina
$14K
PWMG
534
Prestige Wealth Management Group
New Jersey
$14K
JFA
535
JNBA Financial Advisors
Minnesota
$13K
WAP
536
Wealthcare Advisory Partners
Pennsylvania
$13K +$81 +1 +0.6%
GEA
537
Glen Eagle Advisors
New Jersey
$12.7K
VCM
538
Versant Capital Management
Arizona
$12K -$1.37K -17 -10%
TFGT
539
TS Financial Group (TSFG)
Illinois
$12K
FP
540
Financial Perspectives
Minnesota
$10.7K +$10.9K +135 New
FHA
541
Flagship Harbor Advisors
Massachusetts
$10K +$161 +2 +2%
CCM
542
Cribstone Capital Management
Maine
$9K
TJHA
543
Thomas J. Herzfeld Advisors
Florida
$9K +$967 +12 +11%
MMG
544
Monetary Management Group
Missouri
$9K +$9.34K +116 New
AF
545
Arrow Financial
New York
$8K
GAM
546
Gemmer Asset Management
California
$8K
LPWM
547
Lake Point Wealth Management
Texas
$8K +$7.65K +95 New
WCM
548
Wealthcare Capital Management
Virginia
$8K +$7.97K +99 New
WLPWM
549
Walled Lake Planning & Wealth Management
Illinois
$8K +$8.3K +103 New
MF
550
Manchester Financial
California
$7K +$6.85K +85 New

RY Hedge Fund Activity: Q4 2019 in Review

566 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2019, worth a combined $49.8B — down 1.2% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new RY positions and 42 closed out — a net gain of 42 holders — while 174 added to existing stakes and 182 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $308M. The largest seller was Fidelity International, cutting an estimated $459M.

  • 566 institutional investors held Royal Bank of Canada (RY) as of Q4 2019, up from 536 in Q3 2019.
  • Funds reported $49.8B of Royal Bank of Canada stock for Q4 2019, down 1.2% quarter-over-quarter.
  • 84 funds opened new Royal Bank of Canada positions in Q4 2019 and 42 closed out, a net change of +42 holders.
  • The largest Royal Bank of Canada buyer in Q4 2019 was Goldman Sachs, an estimated $308M added.
  • The largest Royal Bank of Canada seller in Q4 2019 was Fidelity International, an estimated $459M sold.

Based on aggregated 13F filings for Q4 2019.