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Royal Bank of Canada

649 hedge funds and large institutions have $58.8B invested in Royal Bank of Canada in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 220 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $783M | Put options by funds: $531M

2% more funds holding in top 10

Funds holding in top 10: 5051 (+1)

0.23% more ownership

Funds ownership: 43.9%44.13% (+0.23%)

4% less capital invested

Capital invested by funds: $61.1B → $58.8B (-$2.28B)

9% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 220

2% less funds holding

Funds holding: 663649 (-14)

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

Holders
649
Holders Change
-14
Holders Change %
-2.11%
% of All Funds
10.19%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
0.8%
New
49
Increased
200
Reduced
220
Closed
57
Calls
$783M
Puts
$531M
Net Calls
+$253M
Net Calls Change
+$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
551
Kozak & Associates
Colorado
$70.9K
CT
552
Caldwell Trust
Florida
$68.9K +$2.19K +23 +3%
VanEck Associates
553
VanEck Associates
New York
$67K -$3.57M -37,375 -98%
SPIA
554
Steward Partners Investment Advisory
New York
$66.9K -$9.55K -100 -13%
TFM
555
TFC Financial Management
Massachusetts
$63.3K
Allspring Global Investments
556
Allspring Global Investments
North Carolina
$60.9K +$60.9K +638 New
PMFA
557
Plante Moran Financial Advisors
Michigan
$59.6K
WPWM
558
Western Pacific Wealth Management
Illinois
$59K
DAC
559
Dividend Assets Capital
South Carolina
$58K
HFM
560
Harvest Fund Management
China
$58K
WT
561
Washington Trust
Rhode Island
$55.4K +$55.4K +580 New
JWM
562
Janiczek Wealth Management
Colorado
$51.2K -$1.34K -14 -3%
AF
563
Advisornet Financial
Minnesota
$48.4K +$13.8K +145 +40%
WWP
564
WR Wealth Planners
Missouri
$48.3K
JMF
565
Johnson Midwest Financial
Iowa
$47.8K
HCP
566
Hexagon Capital Partners
Arkansas
$46.8K -$3.53K -37 -7%
AA
567
Addison Advisors
Vermont
$46.6K +$3.63K +38 +8%
FHA
568
First Horizon Advisors
Tennessee
$46.4K
PCA
569
Providence Capital Advisors
North Carolina
$44.2K
NA
570
NewEdge Advisors
Louisiana
$42.6K
TWM
571
Tradition Wealth Management
Minnesota
$42K +$3.44K +36 +9%
JWA
572
JFS Wealth Advisors
Pennsylvania
$41.5K +$6.11K +64 +17%
BAAM
573
Baker Avenue Asset Management
California
$41.1K
OAJ
574
Ogorek Anthony Joseph
New York
$40K
FFC
575
First Financial Corp
Indiana
$39.6K

RY Hedge Fund Activity: Q2 2023 in Review

649 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q2 2023, worth a combined $58.8B — down 3.7% from $61.1B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of RY and 49 opened new positions — a net loss of 8 holders — while 220 trimmed existing stakes and 200 added.

The largest buyer was Bank of Montreal, adding an estimated $459M. The largest seller was Bank of Nova Scotia, cutting an estimated $283M.

  • 649 institutional investors held Royal Bank of Canada (RY) as of Q2 2023, down from 663 in Q1 2023.
  • Funds reported $58.8B of Royal Bank of Canada stock for Q2 2023, down 3.7% quarter-over-quarter.
  • 49 funds opened new Royal Bank of Canada positions in Q2 2023 and 57 closed out, a net change of -8 holders.
  • The largest Royal Bank of Canada buyer in Q2 2023 was Bank of Montreal, an estimated $459M added.
  • The largest Royal Bank of Canada seller in Q2 2023 was Bank of Nova Scotia, an estimated $283M sold.

Based on aggregated 13F filings for Q2 2023.