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Royal Bank of Canada

663 hedge funds and large institutions have $61.1B invested in Royal Bank of Canada in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 212 increasing their positions, 206 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $800M | Put options by funds: $619M

14% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 58

6% more capital invested

Capital invested by funds: $57.3B → $61.1B (+$3.7B)

4% more funds holding in top 10

Funds holding in top 10: 4850 (+2)

3% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 206

0% more funds holding

Funds holding: 661663 (+2)

0.08% more ownership

Funds ownership: 43.82%43.9% (+0.08%)

Holders
663
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
10.57%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
0.8%
New
66
Increased
212
Reduced
206
Closed
58
Calls
$800M
Puts
$619M
Net Calls
+$180M
Net Calls Change
+$606M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
576
Addison Advisors
Vermont
$43K -$119K -1,197 -73%
NA
577
NewEdge Advisors
Louisiana
$42.6K -$80.7K -814 -65%
BAAM
578
Baker Avenue Asset Management
California
$41.1K
OAJ
579
Ogorek Anthony Joseph
New York
$40K
FFC
580
First Financial Corp
Indiana
$39.7K
CWP
581
Concord Wealth Partners
Virginia
$39.4K -$55.8K -563 -58%
GFWA
582
Grey Fox Wealth Advisors
Delaware
$39.2K
CAL
583
Capital Advisors Ltd
Ohio
$39K
ZB
584
Zions Bancorporation
Utah
$38.7K
PFBT
585
Parkside Financial Bank & Trust
Missouri
$38.2K -$19.8K -200 -33%
TWM
586
Tradition Wealth Management
Minnesota
$38K -$595 -6 -1%
AssetMark Inc
587
AssetMark Inc
California
$35.8K
ACA
588
Atlas Capital Advisors
Wyoming
$35.7K
JWA
589
JFS Wealth Advisors
Pennsylvania
$35.4K +$2.18K +22 +6%
AF
590
Advisornet Financial
Minnesota
$34.6K -$198 -2 -0.5%
FMP
591
Financial Management Professionals
Texas
$33K +$2.48K +25 +8%
BBPWM
592
Blue Bell Private Wealth Management
Pennsylvania
$33K
PPC
593
Park Place Capital
Alabama
$32.9K
PTC
594
Private Trust Company
Ohio
$32.5K -$16.6K -167 -33%
DAM
595
Delta Asset Management
Tennessee
$29.8K
BC
596
Bartlett & Co
Ohio
$29K
BWP
597
Baldwin Wealth Partners
Massachusetts
$28.7K
BCWM
598
Bartlett & Co Wealth Management
Ohio
$28.7K
SSC
599
Syverson Strege & Co
Iowa
$27.9K +$28.9K +292 New
BWA
600
BDO Wealth Advisors
Florida
$25.3K

RY Hedge Fund Activity: Q1 2023 in Review

663 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q1 2023, worth a combined $61.1B — up 6.5% from $57.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new RY positions and 58 closed out — a net gain of 8 holders — while 212 added to existing stakes and 206 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $329M. The largest seller was Goldman Sachs, cutting an estimated $372M.

  • 663 institutional investors held Royal Bank of Canada (RY) as of Q1 2023, up from 661 in Q4 2022.
  • Funds reported $61.1B of Royal Bank of Canada stock for Q1 2023, up 6.5% quarter-over-quarter.
  • 66 funds opened new Royal Bank of Canada positions in Q1 2023 and 58 closed out, a net change of +8 holders.
  • The largest Royal Bank of Canada buyer in Q1 2023 was Bank of Montreal, an estimated $329M added.
  • The largest Royal Bank of Canada seller in Q1 2023 was Goldman Sachs, an estimated $372M sold.

Based on aggregated 13F filings for Q1 2023.