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Royal Bank of Canada

649 hedge funds and large institutions have $58.8B invested in Royal Bank of Canada in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 220 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $783M | Put options by funds: $531M

2% more funds holding in top 10

Funds holding in top 10: 5051 (+1)

0.23% more ownership

Funds ownership: 43.9%44.13% (+0.23%)

4% less capital invested

Capital invested by funds: $61.1B → $58.8B (-$2.28B)

9% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 220

2% less funds holding

Funds holding: 663649 (-14)

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

Holders
649
Holders Change
-14
Holders Change %
-2.11%
% of All Funds
10.19%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
0.8%
New
49
Increased
200
Reduced
220
Closed
57
Calls
$783M
Puts
$531M
Net Calls
+$253M
Net Calls Change
+$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
576
Concord Wealth Partners
Virginia
$39.4K
CAL
577
Capital Advisors Ltd
Ohio
$39K
ZB
578
Zions Bancorporation
Utah
$38.7K
CSC
579
Caldwell Sutter Capital
California
$37.7K +$35.8K +375 +1,875%
FMP
580
Financial Management Professionals
Texas
$37K +$4.01K +42 +12%
AssetMark Inc
581
AssetMark Inc
California
$35.8K
ACA
582
Atlas Capital Advisors
Wyoming
$35.7K
BBPWM
583
Blue Bell Private Wealth Management
Pennsylvania
$33K
PPC
584
Park Place Capital
Alabama
$32.9K
PTC
585
Private Trust Company
Ohio
$32.5K
DAM
586
Delta Asset Management
Tennessee
$29.8K
BC
587
Bartlett & Co
Ohio
$29K
Optiver Holding
588
Optiver Holding
Netherlands
$28.7K +$28.7K +301 New
BWP
589
Baldwin Wealth Partners
Massachusetts
$28.7K
BCWM
590
Bartlett & Co Wealth Management
Ohio
$28.7K
Twin Tree Management
591
Twin Tree Management
Texas
$27K -$575K -6,022 -96%
CG
592
Cutler Group
California
$26K +$26.3K +276 New
BWA
593
BDO Wealth Advisors
Florida
$25.3K
OIA
594
Optimum Investment Advisors
Illinois
$25.3K
AIM
595
Anchor Investment Management
South Carolina
$24.1K
CAL
596
Capital Analysts LLC
Pennsylvania
$24K +$286 +3 +1%
RI
597
Ridgewood Investments
New Jersey
$23.9K
KFI
598
Key Financial Inc
Pennsylvania
$21.5K +$11.9K +125 +125%
ACM
599
Antonetti Capital Management
Florida
$19.1K
OC
600
Oakworth Capital
Alabama
$19.1K

RY Hedge Fund Activity: Q2 2023 in Review

649 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q2 2023, worth a combined $58.8B — down 3.7% from $61.1B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of RY and 49 opened new positions — a net loss of 8 holders — while 220 trimmed existing stakes and 200 added.

The largest buyer was Bank of Montreal, adding an estimated $459M. The largest seller was Bank of Nova Scotia, cutting an estimated $283M.

  • 649 institutional investors held Royal Bank of Canada (RY) as of Q2 2023, down from 663 in Q1 2023.
  • Funds reported $58.8B of Royal Bank of Canada stock for Q2 2023, down 3.7% quarter-over-quarter.
  • 49 funds opened new Royal Bank of Canada positions in Q2 2023 and 57 closed out, a net change of -8 holders.
  • The largest Royal Bank of Canada buyer in Q2 2023 was Bank of Montreal, an estimated $459M added.
  • The largest Royal Bank of Canada seller in Q2 2023 was Bank of Nova Scotia, an estimated $283M sold.

Based on aggregated 13F filings for Q2 2023.