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Royal Bank of Canada

641 hedge funds and large institutions have $55.2B invested in Royal Bank of Canada in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 195 increasing their positions, 231 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $830M | Put options by funds: $572M

1.06% more ownership

Funds ownership: 44.13%45.18% (+1.1%)

5% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 55

1% less funds holding

Funds holding: 649641 (-8)

2% less funds holding in top 10

Funds holding in top 10: 5150 (-1)

6% less capital invested

Capital invested by funds: $58.8B → $55.2B (-$3.6B)

16% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 231

Holders
641
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.17%
Holding in Top 10
50
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.96%
% of All Funds
0.79%
New
52
Increased
195
Reduced
231
Closed
55
Calls
$830M
Puts
$572M
Net Calls
+$258M
Net Calls Change
+$5.67M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
576
Private Trust Company
Ohio
$29.7K
PPWM
577
PFG Private Wealth Management
Florida
$28.3K -$56.6K -608 -65%
DAM
578
Delta Asset Management
Tennessee
$27.3K
JWA
579
JFS Wealth Advisors
Pennsylvania
$26.8K -$11.9K -128 -29%
BWP
580
Baldwin Wealth Partners
Massachusetts
$26.2K
BCWM
581
Bartlett & Co Wealth Management
Ohio
$26.2K
BC
582
Bartlett & Co
Ohio
$26K
BCV
583
Banque Cantonale Vaudoise
Switzerland
$26K +$27.9K +300 New
FHA
584
First Horizon Advisors
Tennessee
$25K -$18.6K -200 -41%
OIA
585
Optimum Investment Advisors
Illinois
$23.2K
EARNEST Partners
586
EARNEST Partners
Georgia
$22.6K
SL
587
Salomon & Ludwin
Virginia
$22.3K +$23.7K +255 New
AIM
588
Anchor Investment Management
South Carolina
$22K
CAL
589
Capital Analysts LLC
Pennsylvania
$22K +$279 +3 +1%
EWA
590
EverSource Wealth Advisors
Alabama
$21.4K +$16.9K +182 +289%
FMP
591
Financial Management Professionals
Texas
$21K -$14.5K -156 -40%
AA
592
Addison Advisors
Vermont
$20K -$24.1K -259 -53%
AF
593
Advisornet Financial
Minnesota
$19.9K -$25.9K -279 -55%
BF
594
BOK Financial
Oklahoma
$19.1K +$18.7K +201 +529%
RDFA
595
Ritter Daniher Financial Advisory
Ohio
$17.5K
ETC
596
Exchange Traded Concepts
Oklahoma
$17.1K -$93 -1 -0.5%
CG
597
Cutler Group
California
$17K -$6.79K -73 -26%
FCA
598
FinTrust Capital Advisors
South Carolina
$15.9K
FWM
599
Focused Wealth Management
New York
$14.4K
TFGT
600
TS Financial Group (TSFG)
Illinois
$14K +$93 +1 +0.6%

RY Hedge Fund Activity: Q3 2023 in Review

641 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2023, worth a combined $55.2B — down 6.1% from $58.8B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of RY and 52 opened new positions — a net loss of 3 holders — while 231 trimmed existing stakes and 195 added.

The largest buyer was Bank of Montreal, adding an estimated $1.05B. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $325M sold.

  • 641 institutional investors held Royal Bank of Canada (RY) as of Q3 2023, down from 649 in Q2 2023.
  • Funds reported $55.2B of Royal Bank of Canada stock for Q3 2023, down 6.1% quarter-over-quarter.
  • 52 funds opened new Royal Bank of Canada positions in Q3 2023 and 55 closed out, a net change of -3 holders.
  • The largest Royal Bank of Canada buyer in Q3 2023 was Bank of Montreal, an estimated $1.05B added.
  • The largest Royal Bank of Canada seller in Q3 2023 was MUFG Securities EMEA, an estimated $325M sold.

Based on aggregated 13F filings for Q3 2023.