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Royal Bank of Canada

615 hedge funds and large institutions have $47.4B invested in Royal Bank of Canada in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 233 increasing their positions, 188 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 188

8% more funds holding in top 10

Funds holding in top 10: 4953 (+4)

0.94% more ownership

Funds ownership: 41.71%42.64% (+0.94%)

5% less funds holding

Funds holding: 645615 (-30)

7% less capital invested

Capital invested by funds: $51B → $47.4B (-$3.58B)

27% less call options, than puts

Call options by funds: $479M | Put options by funds: $654M

41% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 51

Holders
615
Holders Change
-30
Holders Change %
-4.65%
% of All Funds
10.59%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.91%
New
30
Increased
233
Reduced
188
Closed
51
Calls
$479M
Puts
$654M
Net Calls
-$176M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
551
Win Advisors
Florida
$28K -$4.51K -47 -13%
BCWM
552
Bartlett & Co Wealth Management
Ohio
$27K
ETC
553
Exchange Traded Concepts
Oklahoma
$27K -$12.3K -128 -30%
ARMC
554
American Research & Management Company
Massachusetts
$27K
BC
555
Bartlett & Co
Ohio
$27K
BWA
556
BDO Wealth Advisors
Florida
$24K
OIA
557
Optimum Investment Advisors
Illinois
$24K +$25.4K +265 New
DWP
558
Destiny Wealth Partners
Florida
$23K
AIM
559
Anchor Investment Management
South Carolina
$22.7K
CAL
560
Capital Analysts LLC
Pennsylvania
$22K +$288 +3 +1%
Macquarie Group
561
Macquarie Group
Australia
$21K -$322K -3,353 -94%
ACM
562
Antonetti Capital Management
Florida
$18K -$9.59K -100 -33%
NFSG
563
Newbridge Financial Services Group
Florida
$18K
OC
564
Oakworth Capital
Alabama
$18K
SC
565
Schubert & Co
Texas
$18K +$4.03K +42 +26%
EC
566
EdgeRock Capital
Colorado
$18K +$19.3K +201 New
EARNEST Partners
567
EARNEST Partners
Georgia
$17K
FCA
568
FinTrust Capital Advisors
South Carolina
$16K
FWM
569
Focused Wealth Management
New York
$15K
TFGT
570
TS Financial Group (TSFG)
Illinois
$14K -$19.7K -205 -56%
CFGS
571
Concourse Financial Group Securities
Alabama
$14K -$575 -6 -4%
CHC
572
City Holding Co
West Virginia
$14K
JFA
573
JNBA Financial Advisors
Minnesota
$14K
Daiwa Securities Group
574
Daiwa Securities Group
Japan
$14K +$9.59K +100 +200%
M
575
MOTCO
Texas
$14K +$15.4K +161 New

RY Hedge Fund Activity: Q3 2022 in Review

615 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2022, worth a combined $47.4B — down 7% from $51B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of RY and 30 opened new positions — a net loss of 21 holders — while 188 trimmed existing stakes and 233 added.

The largest buyer was Bank of Montreal, adding an estimated $905M. The largest seller was Wellington Management Group, cutting an estimated $287M.

  • 615 institutional investors held Royal Bank of Canada (RY) as of Q3 2022, down from 645 in Q2 2022.
  • Funds reported $47.4B of Royal Bank of Canada stock for Q3 2022, down 7% quarter-over-quarter.
  • 30 funds opened new Royal Bank of Canada positions in Q3 2022 and 51 closed out, a net change of -21 holders.
  • The largest Royal Bank of Canada buyer in Q3 2022 was Bank of Montreal, an estimated $905M added.
  • The largest Royal Bank of Canada seller in Q3 2022 was Wellington Management Group, an estimated $287M sold.

Based on aggregated 13F filings for Q3 2022.