We are live on ! Find out more
RY icon

Royal Bank of Canada

615 hedge funds and large institutions have $47.4B invested in Royal Bank of Canada in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 233 increasing their positions, 188 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 188

8% more funds holding in top 10

Funds holding in top 10: 4953 (+4)

0.94% more ownership

Funds ownership: 41.71%42.64% (+0.94%)

5% less funds holding

Funds holding: 645615 (-30)

7% less capital invested

Capital invested by funds: $51B → $47.4B (-$3.58B)

27% less call options, than puts

Call options by funds: $479M | Put options by funds: $654M

41% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 51

Holders
615
Holders Change
-30
Holders Change %
-4.65%
% of All Funds
10.59%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.91%
New
30
Increased
233
Reduced
188
Closed
51
Calls
$479M
Puts
$654M
Net Calls
-$176M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
526
Householder Group Estate & Retirement Specialist
Arizona
$67K +$72.2K +753 New
KA
527
Kozak & Associates
Colorado
$63K
CT
528
Caldwell Trust
Florida
$62.8K
TFM
529
TFC Financial Management
Massachusetts
$60K
DAC
530
Dividend Assets Capital
South Carolina
$55K
Fifth Third Bancorp
531
Fifth Third Bancorp
Ohio
$50K -$595K -6,202 -92%
HCP
532
Hexagon Capital Partners
Arkansas
$50K +$29.3K +306 +124%
FF
533
FourThought Financial
Florida
$49K
JWM
534
Janiczek Wealth Management
Colorado
$49K +$7.38K +77 +16%
PTC
535
Private Trust Company
Ohio
$46K
CFB
536
Cullen/Frost Bankers
Texas
$45K
FHA
537
First Horizon Advisors
Tennessee
$43K
PCA
538
Providence Capital Advisors
North Carolina
$42K
PCFFS
539
Pacific Center for Financial Services
California
$41K
OAJ
540
Ogorek Anthony Joseph
New York
$38K
ZB
541
Zions Bancorporation
Utah
$38K
FFC
542
First Financial Corp
Indiana
$37K
CAL
543
Capital Advisors Ltd
Ohio
$36K
GIA
544
Goodwin Investment Advisory
Georgia
$35K
MPWT
545
MassMutual Private Wealth & Trust
Connecticut
$35K +$9.69K +101 +35%
AssetMark Inc
546
AssetMark Inc
California
$34K
ACA
547
Atlas Capital Advisors
Wyoming
$33.7K
JWA
548
JFS Wealth Advisors
Pennsylvania
$33K -$18K -188 -34%
BBPWM
549
Blue Bell Private Wealth Management
Pennsylvania
$31K
FMP
550
Financial Management Professionals
Texas
$31K +$12.9K +135 +65%

RY Hedge Fund Activity: Q3 2022 in Review

615 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2022, worth a combined $47.4B — down 7% from $51B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of RY and 30 opened new positions — a net loss of 21 holders — while 188 trimmed existing stakes and 233 added.

The largest buyer was Bank of Montreal, adding an estimated $905M. The largest seller was Wellington Management Group, cutting an estimated $287M.

  • 615 institutional investors held Royal Bank of Canada (RY) as of Q3 2022, down from 645 in Q2 2022.
  • Funds reported $47.4B of Royal Bank of Canada stock for Q3 2022, down 7% quarter-over-quarter.
  • 30 funds opened new Royal Bank of Canada positions in Q3 2022 and 51 closed out, a net change of -21 holders.
  • The largest Royal Bank of Canada buyer in Q3 2022 was Bank of Montreal, an estimated $905M added.
  • The largest Royal Bank of Canada seller in Q3 2022 was Wellington Management Group, an estimated $287M sold.

Based on aggregated 13F filings for Q3 2022.