We are live on ! Find out more
RY icon

Royal Bank of Canada

641 hedge funds and large institutions have $55.2B invested in Royal Bank of Canada in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 195 increasing their positions, 231 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $830M | Put options by funds: $572M

1.06% more ownership

Funds ownership: 44.13%45.18% (+1.1%)

5% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 55

1% less funds holding

Funds holding: 649641 (-8)

2% less funds holding in top 10

Funds holding in top 10: 5150 (-1)

6% less capital invested

Capital invested by funds: $58.8B → $55.2B (-$3.6B)

16% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 231

Holders
641
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.17%
Holding in Top 10
50
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.96%
% of All Funds
0.79%
New
52
Increased
195
Reduced
231
Closed
55
Calls
$830M
Puts
$572M
Net Calls
+$258M
Net Calls Change
+$5.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
551
Allspring Global Investments
North Carolina
$55.8K
PMFA
552
Plante Moran Financial Advisors
Michigan
$54.6K
DAC
553
Dividend Assets Capital
South Carolina
$53K
HCP
554
Hexagon Capital Partners
Arkansas
$51.4K +$9.12K +98 +20%
WPWM
555
Western Pacific Wealth Management
Illinois
$51.2K -$2.98K -32 -5%
WT
556
Washington Trust
Rhode Island
$50.7K
JWM
557
Janiczek Wealth Management
Colorado
$46.9K
WWP
558
WR Wealth Planners
Missouri
$44.2K
JMF
559
Johnson Midwest Financial
Iowa
$43.7K
CFB
560
Cullen/Frost Bankers
Texas
$43.7K +$46.5K +500 New
PCA
561
Providence Capital Advisors
North Carolina
$40.5K
FFA
562
Farther Finance Advisors
California
$39.1K +$41.6K +447 New
NA
563
NewEdge Advisors
Louisiana
$39K
BAAM
564
Baker Avenue Asset Management
California
$37.6K
OAJ
565
Ogorek Anthony Joseph
New York
$37K
FFC
566
First Financial Corp
Indiana
$36.3K
CWP
567
Concord Wealth Partners
Virginia
$36K
AssetMark Inc
568
AssetMark Inc
California
$35.9K +$3.25K +35 +9%
ZB
569
Zions Bancorporation
Utah
$35.4K
HPC
570
HM Payson & Co
Maine
$35.2K -$53.4K -574 -59%
CAL
571
Capital Advisors Ltd
Ohio
$35K
CSC
572
Caldwell Sutter Capital
California
$34.5K
SFFS
573
Stonehage Fleming Financial Services
Jersey
$33.8K +$35.8K +385 New
BBPWM
574
Blue Bell Private Wealth Management
Pennsylvania
$30.2K
PPC
575
Park Place Capital
Alabama
$30.1K

RY Hedge Fund Activity: Q3 2023 in Review

641 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2023, worth a combined $55.2B — down 6.1% from $58.8B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of RY and 52 opened new positions — a net loss of 3 holders — while 231 trimmed existing stakes and 195 added.

The largest buyer was Bank of Montreal, adding an estimated $1.05B. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $325M sold.

  • 641 institutional investors held Royal Bank of Canada (RY) as of Q3 2023, down from 649 in Q2 2023.
  • Funds reported $55.2B of Royal Bank of Canada stock for Q3 2023, down 6.1% quarter-over-quarter.
  • 52 funds opened new Royal Bank of Canada positions in Q3 2023 and 55 closed out, a net change of -3 holders.
  • The largest Royal Bank of Canada buyer in Q3 2023 was Bank of Montreal, an estimated $1.05B added.
  • The largest Royal Bank of Canada seller in Q3 2023 was MUFG Securities EMEA, an estimated $325M sold.

Based on aggregated 13F filings for Q3 2023.