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Royal Bank of Canada

656 hedge funds and large institutions have $63.1B invested in Royal Bank of Canada in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 211 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 46

7% more funds holding

Funds holding: 613656 (+43)

4% more capital invested

Capital invested by funds: $60.7B → $63.1B (+$2.38B)

0% more funds holding in top 10

Funds holding in top 10: 5454 (0)

0% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 211

0.39% less ownership

Funds ownership: 42.59%42.2% (-0.39%)

40% less call options, than puts

Call options by funds: $590M | Put options by funds: $984M

Holders
656
Holders Change
+43
Holders Change %
+7.01%
% of All Funds
10.1%
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.83%
New
98
Increased
211
Reduced
211
Closed
46
Calls
$590M
Puts
$984M
Net Calls
-$394M
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
576
Janiczek Wealth Management
Colorado
$53K
JMF
577
Johnson Midwest Financial
Iowa
$53K
PCA
578
Providence Capital Advisors
North Carolina
$52K
PCFFS
579
Pacific Center for Financial Services
California
$49K +$6.23K +60 +15%
WT
580
Washington Trust
Rhode Island
$48K
CFGS
581
Concourse Financial Group Securities
Alabama
$47K -$87.3K -841 -65%
OAJ
582
Ogorek Anthony Joseph
New York
$45K
ZB
583
Zions Bancorporation
Utah
$45K +$830 +8 +2%
FFC
584
First Financial Corp
Indiana
$44K
CAL
585
Capital Advisors Ltd
Ohio
$43K
GIA
586
Goodwin Investment Advisory
Georgia
$42K
AssetMark Inc
587
AssetMark Inc
California
$42K +$37.2K +358 +852%
SFFS
588
Stonehage Fleming Financial Services
Jersey
$40K +$14K +135 +54%
TFGT
589
TS Financial Group (TSFG)
Illinois
$38K +$104 +1 +0.3%
BBPWM
590
Blue Bell Private Wealth Management
Pennsylvania
$37K +$35.8K +345 New
DAM
591
Delta Asset Management
Tennessee
$33K
BCV
592
Banque Cantonale Vaudoise
Switzerland
$32K -$72.7K -700 -70%
ARMC
593
American Research & Management Company
Massachusetts
$32K
BWA
594
BDO Wealth Advisors
Florida
$28K
DWP
595
Destiny Wealth Partners
Florida
$28K
MFC
596
Mechanics Financial Corp
Ohio
$28K +$27K +260 New
FF
597
FourThought Financial
Florida
$27K
AIM
598
Anchor Investment Management
South Carolina
$26.7K
HWM
599
Holloway Wealth Management
Florida
$25K
CAL
600
Capital Analysts LLC
Pennsylvania
$25K +$208 +2 +0.9%

RY Hedge Fund Activity: Q4 2021 in Review

656 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2021, worth a combined $63.1B — up 3.9% from $60.7B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new RY positions and 46 closed out — a net gain of 52 holders — while 211 added to existing stakes and 211 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $214M. The largest seller was Bank of Montreal, cutting an estimated $752M.

  • 656 institutional investors held Royal Bank of Canada (RY) as of Q4 2021, up from 613 in Q3 2021.
  • Funds reported $63.1B of Royal Bank of Canada stock for Q4 2021, up 3.9% quarter-over-quarter.
  • 98 funds opened new Royal Bank of Canada positions in Q4 2021 and 46 closed out, a net change of +52 holders.
  • The largest Royal Bank of Canada buyer in Q4 2021 was Wellington Management Group, an estimated $214M added.
  • The largest Royal Bank of Canada seller in Q4 2021 was Bank of Montreal, an estimated $752M sold.

Based on aggregated 13F filings for Q4 2021.