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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
HCM
601
Hollencrest Capital Management
California
$37.1K
AssetMark Inc
602
AssetMark Inc
California
$35.9K -$1.88K -19 -5%
BBPWM
603
Blue Bell Private Wealth Management
Pennsylvania
$34.8K
PPC
604
Park Place Capital
Alabama
$34.7K
HPC
605
HM Payson & Co
Maine
$34.5K
ZB
606
Zions Bancorporation
Utah
$34.4K -$6.32K -64 -16%
PTC
607
Private Trust Company
Ohio
$34.3K
BCWM
608
Bartlett & Co Wealth Management
Ohio
$30.3K
DAM
609
Delta Asset Management
Tennessee
$30.3K
FMP
610
Financial Management Professionals
Texas
$29K +$1.97K +20 +8%
BGAI
611
Bruce G. Allen Investments
Colorado
$27.3K +$9.57K +97 +56%
OIA
612
Optimum Investment Advisors
Illinois
$26.7K
CAL
613
Capital Analysts LLC
Pennsylvania
$26K +$296 +3 +1%
SL
614
Salomon & Ludwin
Virginia
$25.7K
BWP
615
Baldwin Wealth Partners
Massachusetts
$20.2K -$9.87K -100 -33%
MTIC
616
Missouri Trust & Investment Company
Missouri
$20.2K +$19.7K +200 New
FCA
617
FinTrust Capital Advisors
South Carolina
$18.4K
JFA
618
JNBA Financial Advisors
Minnesota
$16.1K
CHC
619
City Holding Co
West Virginia
$15.1K
BFEC
620
Benjamin F. Edwards & Company
Missouri
$15K -$296 -3 -2%
CBT
621
CoreFirst Bank & Trust
Kansas
$13.4K
Nisa Investment Advisors
622
Nisa Investment Advisors
Missouri
$13K
PCM
623
Penserra Capital Management
California
$11K
WTC
624
WhitTier Trust Company
Nevada
$10.8K
FDCP
625
Foster Dykema Cabot & Partners
Massachusetts
$10.4K +$10.2K +103 New

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.