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Royal Bank of Canada

579 hedge funds and large institutions have $50.5B invested in Royal Bank of Canada in 2020 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 190 increasing their positions, 181 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 29

115% more call options, than puts

Call options by funds: $439M | Put options by funds: $205M

17% more capital invested

Capital invested by funds: $43B → $50.5B (+$7.51B)

11% more funds holding

Funds holding: 521579 (+58)

8% more funds holding in top 10

Funds holding in top 10: 4852 (+4)

5% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 181

0.38% more ownership

Funds ownership: 42.53%42.91% (+0.38%)

Holders
579
Holders Change
+58
Holders Change %
+11.13%
% of All Funds
10.25%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
0.92%
New
92
Increased
190
Reduced
181
Closed
29
Calls
$439M
Puts
$205M
Net Calls
+$234M
Net Calls Change
+$76.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
551
Larson Financial Group
Missouri
$7K +$77 +1 +1%
TIAM2
552
Tru Independence Asset Management 2
Oregon
$7K +$6.81K +88 New
TC
553
Truvestments Capital
Florida
$7K +$7.27K +94 New
ABC
554
Associated Banc-Corp
Wisconsin
$6K
AWM
555
Avior Wealth Management
Nebraska
$6K +$2.79K +36 +75%
WWM
556
Wolff Wiese Magana
California
$6K +$5.8K +75 New
CHA
557
Carmichael Hill & Associates
Maryland
$5K
CWP
558
Concord Wealth Partners
Virginia
$5K +$4.26K +55 New
Jones Financial Companies
559
Jones Financial Companies
Missouri
$4K +$3.33K +43 New
AFS
560
Annapolis Financial Services
Maryland
$4K +$4.1K +53 New
BWM
561
BerganKDV Wealth Management
Minnesota
$3K
HWA
562
HHM Wealth Advisors
Tennessee
$3K
GAM
563
Gemmer Asset Management
California
$3K +$542 +7 +23%
AssetMark Inc
564
AssetMark Inc
California
$3K +$619 +8 +30%
CAL
565
Capital Analysts LLC
Pennsylvania
$3K +$2.48K +32 New
FWM
566
ForthRight Wealth Management
Georgia
$3K +$2.86K +37 New
BA
567
Bellwether Advisors
Nebraska
$3K +$3.71K +48 New
MG
568
MilWealth Group
Wisconsin
$2.63K
BCA
569
Berman Capital Advisors
Georgia
$2K -$12.1K -156 -86%
TWA
570
TCI Wealth Advisors
Arizona
$2K
HWA
571
Heritage Wealth Advisors
Virginia
$2K +$1.55K +20 New
FGAM
572
Financial Gravity Asset Management
Texas
$2K +$1.7K +22 New
HS
573
Horan Securities
United States
$2K +$1.94K +25 New
HI
574
Hudock Inc
Pennsylvania
$1K -$1.55K -20 -50%
NFG
575
Next Financial Group
Texas
$1K -$155 -2 -11%