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Royal Bank of Canada

663 hedge funds and large institutions have $61.1B invested in Royal Bank of Canada in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 212 increasing their positions, 206 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $800M | Put options by funds: $619M

14% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 58

6% more capital invested

Capital invested by funds: $57.3B → $61.1B (+$3.7B)

4% more funds holding in top 10

Funds holding in top 10: 4850 (+2)

3% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 206

0% more funds holding

Funds holding: 661663 (+2)

0.08% more ownership

Funds ownership: 43.82%43.9% (+0.08%)

Holders
663
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
10.57%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
0.8%
New
66
Increased
212
Reduced
206
Closed
58
Calls
$800M
Puts
$619M
Net Calls
+$180M
Net Calls Change
+$606M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
551
Westside Investment Management
California
$95.6K
PPWM
552
PFG Private Wealth Management
Florida
$88.6K -$3.77K -38 -4%
FWM
553
Focused Wealth Management
New York
$87.5K
AA
554
Ancora Advisors
Ohio
$86.6K
HIA
555
Harbor Investment Advisory
Maryland
$85.3K
MHR
556
Matthew Hamilton Rosenberg
$85.1K
IG
557
ING Group
Netherlands
$84.2K +$87.3K +881 New
SPIA
558
Steward Partners Investment Advisory
New York
$76.5K -$19.8K -200 -20%
TSW
559
Thompson Siegel & Walmsley
Virginia
$76K
MPWT
560
MassMutual Private Wealth & Trust
Connecticut
$73.1K +$28.4K +287 +60%
HGERS
561
Householder Group Estate & Retirement Specialist
Arizona
$72K +$74.6K +753 New
KA
562
Kozak & Associates
Colorado
$70.4K
CT
563
Caldwell Trust
Florida
$66.7K
TFM
564
TFC Financial Management
Massachusetts
$63.4K
PMFA
565
Plante Moran Financial Advisors
Michigan
$59.6K
WPWM
566
Western Pacific Wealth Management
Illinois
$59.1K +$58K +585 +1,773%
HFM
567
Harvest Fund Management
China
$58K -$24K -242 -28%
DAC
568
Dividend Assets Capital
South Carolina
$57K
JWM
569
Janiczek Wealth Management
Colorado
$54.7K
HCP
570
Hexagon Capital Partners
Arkansas
$50.4K +$4.86K +49 +10%
WWP
571
WR Wealth Planners
Missouri
$48.4K +$50.1K +506 New
CFB
572
Cullen/Frost Bankers
Texas
$47.8K
JMF
573
Johnson Midwest Financial
Iowa
$47.8K
FHA
574
First Horizon Advisors
Tennessee
$46.5K
PCA
575
Providence Capital Advisors
North Carolina
$44.3K

RY Hedge Fund Activity: Q1 2023 in Review

663 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q1 2023, worth a combined $61.1B — up 6.5% from $57.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new RY positions and 58 closed out — a net gain of 8 holders — while 212 added to existing stakes and 206 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $329M. The largest seller was Goldman Sachs, cutting an estimated $372M.

  • 663 institutional investors held Royal Bank of Canada (RY) as of Q1 2023, up from 661 in Q4 2022.
  • Funds reported $61.1B of Royal Bank of Canada stock for Q1 2023, up 6.5% quarter-over-quarter.
  • 66 funds opened new Royal Bank of Canada positions in Q1 2023 and 58 closed out, a net change of +8 holders.
  • The largest Royal Bank of Canada buyer in Q1 2023 was Bank of Montreal, an estimated $329M added.
  • The largest Royal Bank of Canada seller in Q1 2023 was Goldman Sachs, an estimated $372M sold.

Based on aggregated 13F filings for Q1 2023.