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Royal Bank of Canada
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Overview Fund Activity

671 hedge funds and large institutions have $65B invested in Royal Bank of Canada in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 204 increasing their positions, 223 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+35
Holders Change %
+5.5%
% of All Funds
9.84%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.78%
New
95
Increased
204
Reduced
223
Closed
51
Calls
$1.05B
Puts
$734M
Net Calls
+$318M
Net Calls Change
+$60M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$590M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$569M
3
Capital World Investors
Capital World Investors
California
+$365M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$240M
5
Goldman Sachs
Goldman Sachs
New York
+$213M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.35B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$295M
3
Franklin Resources
Franklin Resources
California
-$182M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$98.3M
5
Millennium Management
Millennium Management
New York
-$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
526
Kanawha Capital Management
Virginia
$233K – – –
QPWM
527
Quadrant Private Wealth Management
Pennsylvania
$233K -$30.3K -300 -12%
GGS
528
Galvin Gaustad & Stein
Arizona
$232K – – –
MFS
529
Mirabella Financial Services
United Kingdom
$232K -$470K -4,648 -67%
AAM
530
Advisors Asset Management
Colorado
$231K +$47.5K +470 +26%
SC
531
Savant Capital
Illinois
$231K +$231K +2,284 New
WOC
532
West Oak Capital
California
$228K – – –
LIA
533
LBMC Investment Advisors
Tennessee
$228K +$228K +2,254 New
SCTC
534
Sanibel Captiva Trust Company
Florida
$227K +$227K +2,241 New
WCF
535
West Coast Financial
California
$223K +$223K +2,203 New
GFS
536
GYL Financial Synergies
Connecticut
$222K +$222K +2,200 New
FG
537
Fiduciary Group
Georgia
$218K +$218K +2,158 New
PMA
538
Prudent Man Advisors
Illinois
$214K -$43.3K -428 -17%
CCP
539
Clarkston Capital Partners
Michigan
$213K +$213K +2,106 New
C
540
Certuity
Florida
$209K +$209K +2,071 New
IF
541
Intrua Financial
Texas
$209K +$209K +2,070 New
OL
542
Optas LLC
Texas
$208K +$208K +2,060 New
1SB
543
1ST Source Bank
Indiana
$208K +$208K +2,056 New
CAM
544
Carret Asset Management
New York
$207K +$207K +2,050 New
JIC
545
Johnson Investment Counsel
Ohio
$207K +$207K +2,044 New
SW
546
SteelPeak Wealth
California
$206K -$86.2K -852 -29%
CA
547
Cetera Advisors
Colorado
$205K +$205K +2,025 New
KFC
548
Klingenstein Fields & Co
New York
$204K +$204K +2,015 New
CFG
549
Carr Financial Group
Massachusetts
$204K +$204K +2,014 New
Optiver Holding
550
Optiver Holding
Netherlands
$203K +$194K +1,919 +2,109%
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