We are live on ! Find out more
RY icon

Royal Bank of Canada

566 hedge funds and large institutions have $49.8B invested in Royal Bank of Canada in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 174 increasing their positions, 182 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $653M | Put options by funds: $286M

100% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 42

6% more funds holding

Funds holding: 536566 (+30)

0.23% less ownership

Funds ownership: 43.17%42.93% (-0.23%)

1% less capital invested

Capital invested by funds: $50.4B → $49.8B (-$598M)

4% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 182

2% less funds holding in top 10

Funds holding in top 10: 5150 (-1)

Holders
566
Holders Change
+30
Holders Change %
+5.6%
% of All Funds
11.15%
Holding in Top 10
50
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.96%
% of All Funds
0.99%
New
84
Increased
174
Reduced
182
Closed
42
Calls
$653M
Puts
$286M
Net Calls
+$367M
Net Calls Change
+$209M
Name Holding Trade Value Shares
Change
Change in
Stake
TL
551
TrueWealth LLC
Georgia
$6K +$5.8K +72 New
TI
552
tru Independence
Oregon
$6K +$8.05K +100 New
CHA
553
Carmichael Hill & Associates
Maryland
$5K +$5.16K +64 New
ACM
554
Allred Capital Management
Texas
$4.82K +$4.91K +61 New
THWM
555
Taylor Hoffman Wealth Management
Virginia
$4K
AWM
556
Avior Wealth Management
Nebraska
$3K -$805 -10 -19%
MIM
557
Macroview Investment Management
Maryland
$3K
LFG
558
Larson Financial Group
Missouri
$3K +$2.98K +37 New
SCA
559
Stonebridge Capital Advisors
Minnesota
$2K
TWA
560
TCI Wealth Advisors
Arizona
$2K
CWA
561
Capital Wealth Alliance
Arizona
$2K +$1.61K +20 New
ETC
562
Exchange Traded Concepts
Oklahoma
$2K +$2.01K +25 New
LWM
563
Liberty Wealth Management
California
$1K
QAM
564
QCI Asset Management
New York
$1K
VFA
565
Valeo Financial Advisors
Indiana
$1K
PA
566
PSI Advisors
Florida
$1K +$1.61K +20 New
Arrowstreet Capital
567
Arrowstreet Capital
Massachusetts
-$41.9M -516,105 Closed
UIM
568
USS Investment Management
United Kingdom
-$27.3M -336,500 Closed
MAMU
569
Marathon Asset Management (UK)
United Kingdom
-$23.9M -293,796 Closed
Voloridge Investment Management
570
Voloridge Investment Management
Florida
-$10.1M -124,683 Closed
PI
571
PineBridge Investments
New York
-$7.01M -65,232 Closed
HS
572
Hazelview Securities
Ontario, Canada
-$5.07M -62,485 Closed
AIM
573
Artemis Investment Management
United Kingdom
-$4.73M -58,320 Closed
LMIM
574
Lockheed Martin Investment Management
Maryland
-$4.25M -52,330 Closed
CC
575
Cipher Capital
New York
-$1.6M -19,752 Closed

RY Hedge Fund Activity: Q4 2019 in Review

566 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2019, worth a combined $49.8B — down 1.2% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new RY positions and 42 closed out — a net gain of 42 holders — while 174 added to existing stakes and 182 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $308M. The largest seller was Fidelity International, cutting an estimated $459M.

  • 566 institutional investors held Royal Bank of Canada (RY) as of Q4 2019, up from 536 in Q3 2019.
  • Funds reported $49.8B of Royal Bank of Canada stock for Q4 2019, down 1.2% quarter-over-quarter.
  • 84 funds opened new Royal Bank of Canada positions in Q4 2019 and 42 closed out, a net change of +42 holders.
  • The largest Royal Bank of Canada buyer in Q4 2019 was Goldman Sachs, an estimated $308M added.
  • The largest Royal Bank of Canada seller in Q4 2019 was Fidelity International, an estimated $459M sold.

Based on aggregated 13F filings for Q4 2019.