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Royal Bank of Canada

661 hedge funds and large institutions have $57.3B invested in Royal Bank of Canada in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 189 increasing their positions, 217 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 25

21% more capital invested

Capital invested by funds: $47.4B → $57.3B (+$9.96B)

7% more funds holding

Funds holding: 615661 (+46)

1.18% more ownership

Funds ownership: 42.64%43.82% (+1.2%)

9% less funds holding in top 10

Funds holding in top 10: 5348 (-5)

13% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 217

39% less call options, than puts

Call options by funds: $674M | Put options by funds: $1.1B

Holders
661
Holders Change
+46
Holders Change %
+7.48%
% of All Funds
10.63%
Holding in Top 10
48
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.43%
% of All Funds
0.77%
New
87
Increased
189
Reduced
217
Closed
25
Calls
$674M
Puts
$1.1B
Net Calls
-$426M
Net Calls Change
-$250M
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
551
PFG Private Wealth Management
Florida
$91K -$1.04K -11 -1%
FWM
552
Focused Wealth Management
New York
$86K +$70.8K +750 +455%
AA
553
Ancora Advisors
Ohio
$85K +$85.5K +906 New
HIA
554
Harbor Investment Advisory
Maryland
$83.9K
MHR
555
Matthew Hamilton Rosenberg
$83.7K
HFM
556
Harvest Fund Management
China
$80K -$11.6K -123 -13%
NA
557
NewEdge Advisors
Louisiana
$76.5K +$119K +1,260 New
TSW
558
Thompson Siegel & Walmsley
Virginia
$74K
3IP
559
3Chopt Investment Partners
Virginia
$71.3K +$71.6K +758 New
KA
560
Kozak & Associates
Colorado
$69K
CT
561
Caldwell Trust
Florida
$65.6K
TFM
562
TFC Financial Management
Massachusetts
$62.3K
RBC
563
Romano Brothers & Co
Illinois
$58.8K +$59K +625 New
PMFA
564
Plante Moran Financial Advisors
Michigan
$58.7K -$23.7K -251 -29%
DAC
565
Dividend Assets Capital
South Carolina
$57K
PFBT
566
Parkside Financial Bank & Trust
Missouri
$56.4K +$56.6K +600 New
JWM
567
Janiczek Wealth Management
Colorado
$54.9K -$1.04K -11 -2%
PTC
568
Private Trust Company
Ohio
$48K
CFB
569
Cullen/Frost Bankers
Texas
$47K
JMF
570
Johnson Midwest Financial
Iowa
$47K
FHA
571
First Horizon Advisors
Tennessee
$45.7K
MPWT
572
MassMutual Private Wealth & Trust
Connecticut
$45K +$8.21K +87 +22%
HCP
573
Hexagon Capital Partners
Arkansas
$44.9K -$7.08K -75 -14%
PCA
574
Providence Capital Advisors
North Carolina
$43.5K
BAAM
575
Baker Avenue Asset Management
California
$40.4K +$40.6K +430 New

RY Hedge Fund Activity: Q4 2022 in Review

661 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2022, worth a combined $57.3B — up 21% from $47.4B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new RY positions and 25 closed out — a net gain of 62 holders — while 189 added to existing stakes and 217 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $1.19B. The largest seller was Bank of Montreal, cutting an estimated $562M.

  • 661 institutional investors held Royal Bank of Canada (RY) as of Q4 2022, up from 615 in Q3 2022.
  • Funds reported $57.3B of Royal Bank of Canada stock for Q4 2022, up 21% quarter-over-quarter.
  • 87 funds opened new Royal Bank of Canada positions in Q4 2022 and 25 closed out, a net change of +62 holders.
  • The largest Royal Bank of Canada buyer in Q4 2022 was National Bank of Canada, an estimated $1.19B added.
  • The largest Royal Bank of Canada seller in Q4 2022 was Bank of Montreal, an estimated $562M sold.

Based on aggregated 13F filings for Q4 2022.