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Royal Bank of Canada
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Overview Fund Activity

644 hedge funds and large institutions have $58.8B invested in Royal Bank of Canada in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 198 increasing their positions, 219 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
-15
Holders Change %
-2.28%
% of All Funds
10.16%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
0.8%
New
48
Increased
198
Reduced
219
Closed
57
Calls
$783M
Puts
$531M
Net Calls
+$253M
Net Calls Change
+$72.2M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$459M
2
MSE
MUFG Securities EMEA
United Kingdom
+$325M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$200M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$80.3M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$285M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$248M
3
Fidelity International
Fidelity International
Bermuda
-$243M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$147M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
526
BNP Paribas Financial Markets
France
$157K – – –
UB
527
UMB Bank
Missouri
$141K – – –
SWA
528
SOA Wealth Advisors
New York
$141K – – –
AAM
529
Advisors Asset Management
Colorado
$124K -$8.12K -85 -6%
SWM
530
Spire Wealth Management
Virginia
$122K – – –
RFA
531
Resurgent Financial Advisors
Georgia
$121K -$28.6K -299 -19%
HI
532
Harbour Investments
Wisconsin
$116K +$287 +3 +0.2%
WP
533
WealthPLAN Partners
Nebraska
$111K -$10.6K -111 -9%
CWM
534
CarsonAllaria Wealth Management
Illinois
$111K – – –
IWP
535
Icon Wealth Partners
Texas
$109K – – –
GC
536
Garde Capital
Washington
$106K – – –
LC
537
Lindbrook Capital
California
$100K -$18.2K -191 -15%
WIM
538
Westside Investment Management
California
$95.5K – – –
HPC
539
HM Payson & Co
Maine
$93.2K -$2.87K -30 -3%
IFAM
540
Institutional & Family Asset Management
Colorado
$90.9K +$90.9K +952 New
PPWM
541
PFG Private Wealth Management
Florida
$89K +$478 +5 +0.5%
TFP
542
Tilia Fiduciary Partners
North Carolina
$87.2K -$16.8K -176 -16%
AA
543
Ancora Advisors
Ohio
$86.5K – – –
HIA
544
Harbor Investment Advisory
Maryland
$85.2K – – –
MHR
545
Matthew Hamilton Rosenberg
$85K – – –
IG
546
ING Group
Netherlands
$84.1K – – –
TSW
547
Thompson Siegel & Walmsley
Virginia
$75K – – –
MPWT
548
MassMutual Private Wealth & Trust
Connecticut
$71.4K -$1.62K -17 -2%
KA
549
Kozak & Associates
Colorado
$70.9K – – –
VanEck Associates
550
VanEck Associates
New York
$67K -$3.56M -37,375 -98%
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