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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
Allspring Global Investments
576
Allspring Global Investments
North Carolina
$86K +$84.1K +852 New
TFIPS
577
Towarzystwo Funduszy Inwestycyjnych PZU SA
$82K +$790 +8 +1%
MHR
578
Matthew Hamilton Rosenberg
$81.8K +$4.84K +49 +6%
MPWT
579
MassMutual Private Wealth & Trust
Connecticut
$77.9K +$6.71K +68 +10%
HGERS
580
Householder Group Estate & Retirement Specialist
Arizona
$76K
JWM
581
Janiczek Wealth Management
Colorado
$73.9K
MSC
582
MUFG Securities (Canada)
New York
$73.7K +$72.1K +731 New
HFS
583
Horizon Financial Services
North Carolina
$70.6K +$69.1K +700 New
KA
584
Kozak & Associates
Colorado
$68.8K -$8.69K -88 -12%
TFM
585
TFC Financial Management
Massachusetts
$66.9K
HWA
586
Heritage Wealth Advisors
Virginia
$60.5K
WT
587
Washington Trust
Rhode Island
$58.5K
AA
588
Addison Advisors
Vermont
$53.6K +$197 +2 +0.4%
CFB
589
Cullen/Frost Bankers
Texas
$50.4K
MG
590
Mather Group
Illinois
$48.8K +$47.7K +483 New
PMFA
591
Plante Moran Financial Advisors
Michigan
$47.8K
FHA
592
First Horizon Advisors
Tennessee
$47.5K
PCA
593
Providence Capital Advisors
North Carolina
$46.7K
Optiver Holding
594
Optiver Holding
Netherlands
$42.5K -$157K -1,589 -79%
OAJ
595
Ogorek Anthony Joseph
New York
$42K
CWP
596
Concord Wealth Partners
Virginia
$41.6K
CAL
597
Capital Advisors Ltd
Ohio
$41K
JWA
598
JFS Wealth Advisors
Pennsylvania
$40.9K +$197 +2 +0.5%
WPWM
599
Western Pacific Wealth Management
Illinois
$40.7K
CSC
600
Caldwell Sutter Capital
California
$37.8K -$1.97K -20 -5%

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.