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Royal Bank of Canada

656 hedge funds and large institutions have $63.1B invested in Royal Bank of Canada in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 211 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 46

7% more funds holding

Funds holding: 613656 (+43)

4% more capital invested

Capital invested by funds: $60.7B → $63.1B (+$2.38B)

0% more funds holding in top 10

Funds holding in top 10: 5454 (0)

0% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 211

0.39% less ownership

Funds ownership: 42.59%42.2% (-0.39%)

40% less call options, than puts

Call options by funds: $590M | Put options by funds: $984M

Holders
656
Holders Change
+43
Holders Change %
+7.01%
% of All Funds
10.1%
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.83%
New
98
Increased
211
Reduced
211
Closed
46
Calls
$590M
Puts
$984M
Net Calls
-$394M
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
526
Advisornet Financial
Minnesota
$200K -$6.54K -63 -3%
AAM
527
Advisors Asset Management
Colorado
$200K -$6.12K -59 -3%
ST
528
Spinnaker Trust
Maine
$200K +$196K +1,888 New
IRC
529
Investors Research Corp
Georgia
$191K
TCOV
530
Trust Company of Vermont
Vermont
$187K +$183K +1,760 New
TSW
531
Thompson Siegel & Walmsley
Virginia
$164K
GLLW
532
Graves Light Lenhart Wealth
Virginia
$159K
BWS
533
BCR Wealth Strategies
Alabama
$159K +$155K +1,497 New
OF
534
Outfitter Financial
Maine
$159K +$156K +1,500 New
SWA
535
SOA Wealth Advisors
New York
$155K
AWM
536
Accel Wealth Management
Iowa
$151K -$17.3K -167 -11%
IA
537
IFP Advisors
Florida
$140K -$4.46K -43 -3%
Carson Wealth (CWM LLC)
538
Carson Wealth (CWM LLC)
Nebraska
$139K +$136K +1,314 New
HR
539
Hayden Royal
North Carolina
$135K +$132K +1,270 New
CWM
540
CarsonAllaria Wealth Management
Illinois
$124K +$121K +1,164 New
HI
541
Harbour Investments
Wisconsin
$122K -$57.4K -553 -32%
SPIA
542
Steward Partners Investment Advisory
New York
$117K -$8.62K -83 -7%
LC
543
Lindbrook Capital
California
$114K -$8.3K -80 -7%
RK
544
Rather & Kittrell
Tennessee
$114K +$112K +1,077 New
RP
545
Rowlandmiller & Partners
Georgia
$111K +$108K +1,042 New
MHR
546
Matthew Hamilton Rosenberg
$107K
CWP
547
Concord Wealth Partners
Virginia
$107K +$56.5K +544 +116%
CIM
548
Contravisory Investment Management
Massachusetts
$105K +$9.13K +88 +10%
TFP
549
Tilia Fiduciary Partners
North Carolina
$105K +$103K +989 New
HC
550
Hoese & Co
Minnesota
$103K

RY Hedge Fund Activity: Q4 2021 in Review

656 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2021, worth a combined $63.1B — up 3.9% from $60.7B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new RY positions and 46 closed out — a net gain of 52 holders — while 211 added to existing stakes and 211 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $214M. The largest seller was Bank of Montreal, cutting an estimated $752M.

  • 656 institutional investors held Royal Bank of Canada (RY) as of Q4 2021, up from 613 in Q3 2021.
  • Funds reported $63.1B of Royal Bank of Canada stock for Q4 2021, up 3.9% quarter-over-quarter.
  • 98 funds opened new Royal Bank of Canada positions in Q4 2021 and 46 closed out, a net change of +52 holders.
  • The largest Royal Bank of Canada buyer in Q4 2021 was Wellington Management Group, an estimated $214M added.
  • The largest Royal Bank of Canada seller in Q4 2021 was Bank of Montreal, an estimated $752M sold.

Based on aggregated 13F filings for Q4 2021.