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Royal Bank of Canada

649 hedge funds and large institutions have $58.8B invested in Royal Bank of Canada in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 220 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $783M | Put options by funds: $531M

2% more funds holding in top 10

Funds holding in top 10: 5051 (+1)

0.23% more ownership

Funds ownership: 43.9%44.13% (+0.23%)

4% less capital invested

Capital invested by funds: $61.1B → $58.8B (-$2.28B)

9% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 220

2% less funds holding

Funds holding: 663649 (-14)

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

Holders
649
Holders Change
-14
Holders Change %
-2.11%
% of All Funds
10.19%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
0.8%
New
49
Increased
200
Reduced
220
Closed
57
Calls
$783M
Puts
$531M
Net Calls
+$253M
Net Calls Change
+$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
526
Allworth Financial
California
$181K -$3.91K -41 -2%
IRC
527
Investors Research Corp
Georgia
$172K
BNP Paribas Financial Markets
528
BNP Paribas Financial Markets
France
$157K
UB
529
UMB Bank
Missouri
$141K
SWA
530
SOA Wealth Advisors
New York
$141K
AAM
531
Advisors Asset Management
Colorado
$124K -$8.11K -85 -6%
SWM
532
Spire Wealth Management
Virginia
$122K
RFA
533
Resurgent Financial Advisors
Georgia
$121K -$28.5K -299 -19%
HI
534
Harbour Investments
Wisconsin
$116K +$286 +3 +0.2%
WP
535
WealthPLAN Partners
Nebraska
$111K -$10.6K -111 -9%
CWM
536
CarsonAllaria Wealth Management
Illinois
$111K
IWP
537
Icon Wealth Partners
Texas
$109K
GC
538
Garde Capital
Washington
$106K
LC
539
Lindbrook Capital
California
$100K -$18.2K -191 -15%
WIM
540
Westside Investment Management
California
$95.5K
HPC
541
HM Payson & Co
Maine
$93.2K -$2.86K -30 -3%
IFAM
542
Institutional & Family Asset Management
Colorado
$90.9K +$90.9K +952 New
PPWM
543
PFG Private Wealth Management
Florida
$89K +$477 +5 +0.5%
TFP
544
Tilia Fiduciary Partners
North Carolina
$87.2K -$16.8K -176 -16%
AA
545
Ancora Advisors
Ohio
$86.5K
HIA
546
Harbor Investment Advisory
Maryland
$85.2K
MHR
547
Matthew Hamilton Rosenberg
$85K
IG
548
ING Group
Netherlands
$84.1K
TSW
549
Thompson Siegel & Walmsley
Virginia
$75K
MPWT
550
MassMutual Private Wealth & Trust
Connecticut
$71.4K -$1.62K -17 -2%

RY Hedge Fund Activity: Q2 2023 in Review

649 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q2 2023, worth a combined $58.8B — down 3.7% from $61.1B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of RY and 49 opened new positions — a net loss of 8 holders — while 220 trimmed existing stakes and 200 added.

The largest buyer was Bank of Montreal, adding an estimated $459M. The largest seller was Bank of Nova Scotia, cutting an estimated $283M.

  • 649 institutional investors held Royal Bank of Canada (RY) as of Q2 2023, down from 663 in Q1 2023.
  • Funds reported $58.8B of Royal Bank of Canada stock for Q2 2023, down 3.7% quarter-over-quarter.
  • 49 funds opened new Royal Bank of Canada positions in Q2 2023 and 57 closed out, a net change of -8 holders.
  • The largest Royal Bank of Canada buyer in Q2 2023 was Bank of Montreal, an estimated $459M added.
  • The largest Royal Bank of Canada seller in Q2 2023 was Bank of Nova Scotia, an estimated $283M sold.

Based on aggregated 13F filings for Q2 2023.