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Royal Bank of Canada

663 hedge funds and large institutions have $61.1B invested in Royal Bank of Canada in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 212 increasing their positions, 206 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $800M | Put options by funds: $619M

14% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 58

6% more capital invested

Capital invested by funds: $57.3B → $61.1B (+$3.7B)

4% more funds holding in top 10

Funds holding in top 10: 4850 (+2)

3% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 206

0% more funds holding

Funds holding: 661663 (+2)

0.08% more ownership

Funds ownership: 43.82%43.9% (+0.08%)

Holders
663
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
10.57%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
0.8%
New
66
Increased
212
Reduced
206
Closed
58
Calls
$800M
Puts
$619M
Net Calls
+$180M
Net Calls Change
+$606M
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
526
M&R Capital Management
New Jersey
$195K
SOW
527
State of Wyoming
Wyoming
$195K +$202K +2,042 New
CA
528
Clearstead Advisors
Ohio
$190K -$21.8K -220 -10%
AF
529
Allworth Financial
California
$186K +$3.47K +35 +2%
IA
530
IFP Advisors
Florida
$174K +$107K +1,079 +71%
IRC
531
Investors Research Corp
Georgia
$172K
BNP Paribas Financial Markets
532
BNP Paribas Financial Markets
France
$157K +$19.8K +200 +14%
RFA
533
Resurgent Financial Advisors
Georgia
$150K -$89.2K -900 -36%
AWM
534
Accel Wealth Management
Iowa
$148K +$1.09K +11 +0.7%
UB
535
UMB Bank
Missouri
$141K
SWA
536
SOA Wealth Advisors
New York
$141K
AAM
537
Advisors Asset Management
Colorado
$132K -$3.27K -33 -2%
WP
538
WealthPLAN Partners
Nebraska
$122K +$127K +1,278 New
SWM
539
Spire Wealth Management
Virginia
$122K +$24.6K +248 +24%
LC
540
Lindbrook Capital
California
$119K -$29.2K -295 -19%
HI
541
Harbour Investments
Wisconsin
$115K -$11.4K -115 -9%
AAS
542
Ameritas Advisory Services
Nebraska
$115K +$119K +1,198 New
CWM
543
CarsonAllaria Wealth Management
Illinois
$111K
IWP
544
Icon Wealth Partners
Texas
$109K +$113K +1,139 New
GC
545
Garde Capital
Washington
$106K
TFP
546
Tilia Fiduciary Partners
North Carolina
$104K
CIM
547
Contravisory Investment Management
Massachusetts
$102K +$9.22K +93 +10%
HC
548
Hoese & Co
Minnesota
$98.4K
ALAM
549
Asahi Life Asset Management
Japan
$97.4K -$546K -5,510 -84%
HPC
550
HM Payson & Co
Maine
$96.2K

RY Hedge Fund Activity: Q1 2023 in Review

663 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q1 2023, worth a combined $61.1B — up 6.5% from $57.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new RY positions and 58 closed out — a net gain of 8 holders — while 212 added to existing stakes and 206 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $329M. The largest seller was Goldman Sachs, cutting an estimated $372M.

  • 663 institutional investors held Royal Bank of Canada (RY) as of Q1 2023, up from 661 in Q4 2022.
  • Funds reported $61.1B of Royal Bank of Canada stock for Q1 2023, up 6.5% quarter-over-quarter.
  • 66 funds opened new Royal Bank of Canada positions in Q1 2023 and 58 closed out, a net change of +8 holders.
  • The largest Royal Bank of Canada buyer in Q1 2023 was Bank of Montreal, an estimated $329M added.
  • The largest Royal Bank of Canada seller in Q1 2023 was Goldman Sachs, an estimated $372M sold.

Based on aggregated 13F filings for Q1 2023.