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Royal Bank of Canada

665 hedge funds and large institutions have $65.2B invested in Royal Bank of Canada in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 211 increasing their positions, 230 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $947M | Put options by funds: $471M

0% more capital invested

Capital invested by funds: $65B → $65.2B (+$278M)

0.01% less ownership

Funds ownership: 45.66%45.64% (-0.01%)

6% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 53

8% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 230

1% less funds holding

Funds holding: 675665 (-10)

6% less funds holding in top 10

Funds holding in top 10: 5451 (-3)

Holders
665
Holders Change
-10
Holders Change %
-1.48%
% of All Funds
9.58%
Holding in Top 10
51
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.56%
% of All Funds
0.73%
New
50
Increased
211
Reduced
230
Closed
53
Calls
$947M
Puts
$471M
Net Calls
+$475M
Net Calls Change
+$157M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
551
SVB Wealth
Massachusetts
$202K -$56.8K -576 -22%
GLA
552
Good Life Advisors
Pennsylvania
$200K +$196K +1,985 New
IA
553
IFP Advisors
Florida
$198K +$36.8K +373 +23%
RCM
554
Raleigh Capital Management
North Carolina
$189K +$185K +1,876 New
LC
555
Lindbrook Capital
California
$187K +$8.59K +87 +5%
IRC
556
Investors Research Corp
Georgia
$182K
AWM
557
Avior Wealth Management
Nebraska
$180K +$176K +1,780 New
PS
558
Principal Securities
Iowa
$176K -$1.97K -20 -1%
SWA
559
SOA Wealth Advisors
New York
$149K
AF
560
Allworth Financial
California
$144K +$21K +213 +18%
RIL
561
Rothschild Investment LLC
Illinois
$136K
SWM
562
Spire Wealth Management
Virginia
$129K
HCP
563
Hexagon Capital Partners
Arkansas
$128K +$31K +314 +33%
CT
564
Caldwell Trust
Florida
$125K +$33.7K +341 +38%
CWM
565
CarsonAllaria Wealth Management
Illinois
$117K
GC
566
Garde Capital
Washington
$111K
EWA
567
EverSource Wealth Advisors
Alabama
$105K +$36.7K +372 +52%
RP
568
Rowlandmiller & Partners
Georgia
$105K
SPIA
569
Steward Partners Investment Advisory
New York
$102K
IWA
570
Icon Wealth Advisors
Texas
$102K
WIM
571
Westside Investment Management
California
$101K
UB
572
UMB Bank
Missouri
$91.8K
AA
573
Ancora Advisors
Ohio
$91.4K
HIA
574
Harbor Investment Advisory
Maryland
$90K
IFAM
575
Institutional & Family Asset Management
Colorado
$89.6K -$6.22K -63 -7%

RY Hedge Fund Activity: Q1 2024 in Review

665 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q1 2024, worth a combined $65.2B — up 0.43% from $65B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of RY and 50 opened new positions — a net loss of 3 holders — while 230 trimmed existing stakes and 211 added.

The largest buyer was CIBC World Market, adding an estimated $599M. The largest seller was Bank of Nova Scotia, cutting an estimated $478M.

  • 665 institutional investors held Royal Bank of Canada (RY) as of Q1 2024, down from 675 in Q4 2023.
  • Funds reported $65.2B of Royal Bank of Canada stock for Q1 2024, up 0.43% quarter-over-quarter.
  • 50 funds opened new Royal Bank of Canada positions in Q1 2024 and 53 closed out, a net change of -3 holders.
  • The largest Royal Bank of Canada buyer in Q1 2024 was CIBC World Market, an estimated $599M added.
  • The largest Royal Bank of Canada seller in Q1 2024 was Bank of Nova Scotia, an estimated $478M sold.

Based on aggregated 13F filings for Q1 2024.