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Royal Bank of Canada

641 hedge funds and large institutions have $55.2B invested in Royal Bank of Canada in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 195 increasing their positions, 231 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $830M | Put options by funds: $572M

1.06% more ownership

Funds ownership: 44.13%45.18% (+1.1%)

5% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 55

1% less funds holding

Funds holding: 649641 (-8)

2% less funds holding in top 10

Funds holding in top 10: 5150 (-1)

6% less capital invested

Capital invested by funds: $58.8B → $55.2B (-$3.6B)

16% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 231

Holders
641
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.17%
Holding in Top 10
50
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.96%
% of All Funds
0.79%
New
52
Increased
195
Reduced
231
Closed
55
Calls
$830M
Puts
$572M
Net Calls
+$258M
Net Calls Change
+$5.67M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
526
Allworth Financial
California
$170K +$4.19K +45 +2%
AAM
527
Advisors Asset Management
Colorado
$159K +$48.6K +523 +40%
IRC
528
Investors Research Corp
Georgia
$157K
SWA
529
SOA Wealth Advisors
New York
$142K +$14K +151 +10%
UB
530
UMB Bank
Missouri
$129K
SWM
531
Spire Wealth Management
Virginia
$112K
RFA
532
Resurgent Financial Advisors
Georgia
$111K
HI
533
Harbour Investments
Wisconsin
$106K +$372 +4 +0.3%
LC
534
Lindbrook Capital
California
$102K +$11.3K +122 +12%
CWM
535
CarsonAllaria Wealth Management
Illinois
$102K
IWP
536
Icon Wealth Partners
Texas
$100K +$930 +10 +0.9%
SPIA
537
Steward Partners Investment Advisory
New York
$88.4K +$28.9K +311 +44%
WIM
538
Westside Investment Management
California
$87.4K
BNP Paribas Financial Markets
539
BNP Paribas Financial Markets
France
$84.9K -$62.2K -669 -41%
IFAM
540
Institutional & Family Asset Management
Colorado
$83.2K
AA
541
Ancora Advisors
Ohio
$79.2K
CT
542
Caldwell Trust
Florida
$79K +$16.9K +182 +25%
HIA
543
Harbor Investment Advisory
Maryland
$78K
IG
544
ING Group
Netherlands
$77K
MPWT
545
MassMutual Private Wealth & Trust
Connecticut
$75.1K +$10.3K +111 +15%
MHR
546
Matthew Hamilton Rosenberg
$74.3K -$3.72K -40 -4%
TSW
547
Thompson Siegel & Walmsley
Virginia
$69K
HGERS
548
Householder Group Estate & Retirement Specialist
Arizona
$65.8K +$70K +753 New
KA
549
Kozak & Associates
Colorado
$62K
TFM
550
TFC Financial Management
Massachusetts
$58K

RY Hedge Fund Activity: Q3 2023 in Review

641 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2023, worth a combined $55.2B — down 6.1% from $58.8B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of RY and 52 opened new positions — a net loss of 3 holders — while 231 trimmed existing stakes and 195 added.

The largest buyer was Bank of Montreal, adding an estimated $1.05B. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $325M sold.

  • 641 institutional investors held Royal Bank of Canada (RY) as of Q3 2023, down from 649 in Q2 2023.
  • Funds reported $55.2B of Royal Bank of Canada stock for Q3 2023, down 6.1% quarter-over-quarter.
  • 52 funds opened new Royal Bank of Canada positions in Q3 2023 and 55 closed out, a net change of -3 holders.
  • The largest Royal Bank of Canada buyer in Q3 2023 was Bank of Montreal, an estimated $1.05B added.
  • The largest Royal Bank of Canada seller in Q3 2023 was MUFG Securities EMEA, an estimated $325M sold.

Based on aggregated 13F filings for Q3 2023.