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Royal Bank of Canada

661 hedge funds and large institutions have $57.3B invested in Royal Bank of Canada in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 189 increasing their positions, 217 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 25

21% more capital invested

Capital invested by funds: $47.4B → $57.3B (+$9.96B)

7% more funds holding

Funds holding: 615661 (+46)

1.18% more ownership

Funds ownership: 42.64%43.82% (+1.2%)

9% less funds holding in top 10

Funds holding in top 10: 5348 (-5)

13% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 217

39% less call options, than puts

Call options by funds: $674M | Put options by funds: $1.1B

Holders
661
Holders Change
+46
Holders Change %
+7.48%
% of All Funds
10.63%
Holding in Top 10
48
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.43%
% of All Funds
0.77%
New
87
Increased
189
Reduced
217
Closed
25
Calls
$674M
Puts
$1.1B
Net Calls
-$426M
Net Calls Change
-$250M
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
526
Buckingham Strategic Wealth
Missouri
$201K -$229K -2,425 -53%
MRCM
527
M&R Capital Management
New Jersey
$192K
Carson Wealth (CWM LLC)
528
Carson Wealth (CWM LLC)
Nebraska
$182K -$14.4K -153 -7%
AF
529
Allworth Financial
California
$179K -$52.2K -553 -22%
IRC
530
Investors Research Corp
Georgia
$169K
AA
531
Addison Advisors
Vermont
$155K +$54.8K +581 +55%
LSA
532
Leonteq Securities AG
Switzerland
$153K -$283 -3 -0.2%
AWM
533
Accel Wealth Management
Iowa
$145K +$850 +9 +0.6%
LC
534
Lindbrook Capital
California
$144K -$20.3K -215 -12%
TCOV
535
Trust Company of Vermont
Vermont
$142K -$7.55K -80 -5%
UB
536
UMB Bank
Missouri
$139K
SWA
537
SOA Wealth Advisors
New York
$139K
BNP Paribas Financial Markets
538
BNP Paribas Financial Markets
France
$135K -$587K -6,215 -81%
AAM
539
Advisors Asset Management
Colorado
$133K -$8.5K -90 -6%
HI
540
Harbour Investments
Wisconsin
$124K +$1.98K +21 +2%
CWM
541
CarsonAllaria Wealth Management
Illinois
$109K
GC
542
Garde Capital
Washington
$104K +$105K +1,107 New
IA
543
IFP Advisors
Florida
$103K -$11.9K -126 -8%
TFP
544
Tilia Fiduciary Partners
North Carolina
$102K
HC
545
Hoese & Co
Minnesota
$97K
SWM
546
Spire Wealth Management
Virginia
$97K
HPC
547
HM Payson & Co
Maine
$94.6K
SPIA
548
Steward Partners Investment Advisory
New York
$94K -$10.1K -107 -10%
CIM
549
Contravisory Investment Management
Massachusetts
$91.9K -$283 -3 -0.3%
CWP
550
Concord Wealth Partners
Virginia
$91.7K +$92K +975 New

RY Hedge Fund Activity: Q4 2022 in Review

661 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2022, worth a combined $57.3B — up 21% from $47.4B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new RY positions and 25 closed out — a net gain of 62 holders — while 189 added to existing stakes and 217 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $1.19B. The largest seller was Bank of Montreal, cutting an estimated $562M.

  • 661 institutional investors held Royal Bank of Canada (RY) as of Q4 2022, up from 615 in Q3 2022.
  • Funds reported $57.3B of Royal Bank of Canada stock for Q4 2022, up 21% quarter-over-quarter.
  • 87 funds opened new Royal Bank of Canada positions in Q4 2022 and 25 closed out, a net change of +62 holders.
  • The largest Royal Bank of Canada buyer in Q4 2022 was National Bank of Canada, an estimated $1.19B added.
  • The largest Royal Bank of Canada seller in Q4 2022 was Bank of Montreal, an estimated $562M sold.

Based on aggregated 13F filings for Q4 2022.