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Royal Bank of Canada

671 hedge funds and large institutions have $65B invested in Royal Bank of Canada in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 204 increasing their positions, 223 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+35
Holders Change %
+5.5%
% of All Funds
9.84%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.78%
New
95
Increased
204
Reduced
223
Closed
51
Calls
$1.05B
Puts
$734M
Net Calls
+$318M
Net Calls Change
+$60M
Name Holding Trade Value Shares
Change
Shares
Change %
SAMC
551
Spectrum Asset Management (California)
California
$202K +$202K +2,000 New
TCA
552
Transcend Capital Advisors
New Jersey
$202K +$202K +1,999 New
CA
553
Clearstead Advisors
Ohio
$201K -$201K -1,985 -50%
MRCM
554
M&R Capital Management
New Jersey
$184K -$22.5K -222 -11%
IRC
555
Investors Research Corp
Georgia
$182K
LC
556
Lindbrook Capital
California
$178K +$60K +593 +51%
PS
557
Principal Securities
Iowa
$178K +$178K +1,760 New
IA
558
IFP Advisors
Florida
$161K -$102K -1,008 -39%
HI
559
Harbour Investments
Wisconsin
$154K +$31.7K +313 +26%
SWA
560
SOA Wealth Advisors
New York
$149K -$15.3K -151 -9%
RIL
561
Rothschild Investment LLC
Illinois
$137K +$137K +1,350 New
RFA
562
Resurgent Financial Advisors
Georgia
$129K
SWM
563
Spire Wealth Management
Virginia
$127K
AF
564
Allworth Financial
California
$122K -$74.2K -734 -38%
DGAM
565
Desjardins Global Asset Management
Quebec, Canada
$120K -$161K -1,582 -57%
CWM
566
CarsonAllaria Wealth Management
Illinois
$118K
GC
567
Garde Capital
Washington
$112K +$112K +1,107 New
RP
568
Rowlandmiller & Partners
Georgia
$105K +$105K +1,042 New
SPIA
569
Steward Partners Investment Advisory
New York
$102K
IWA
570
Icon Wealth Advisors
Texas
$102K +$102K +1,009 New
WIM
571
Westside Investment Management
California
$101K
HCP
572
Hexagon Capital Partners
Arkansas
$96.6K +$37.1K +367 +62%
IFAM
573
Institutional & Family Asset Management
Colorado
$96.2K -$101 -1 -0.1%
UB
574
UMB Bank
Missouri
$92K -$57.6K -570 -39%
AA
575
Ancora Advisors
Ohio
$91.6K