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Royal Bank of Canada

656 hedge funds and large institutions have $63.1B invested in Royal Bank of Canada in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 211 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 46

7% more funds holding

Funds holding: 613656 (+43)

4% more capital invested

Capital invested by funds: $60.7B → $63.1B (+$2.38B)

0% more funds holding in top 10

Funds holding in top 10: 5454 (0)

0% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 211

0.39% less ownership

Funds ownership: 42.59%42.2% (-0.39%)

40% less call options, than puts

Call options by funds: $590M | Put options by funds: $984M

Holders
656
Holders Change
+43
Holders Change %
+7.01%
% of All Funds
10.1%
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.83%
New
98
Increased
211
Reduced
211
Closed
46
Calls
$590M
Puts
$984M
Net Calls
-$394M
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
RG
626
Retirement Group
California
$11K +$10.4K +100 New
LPWM
627
Lake Point Wealth Management
Texas
$10K
HS
628
Horan Securities
United States
$10K +$9.45K +91 New
ZIG
629
Zullo Investment Group
Pennsylvania
$10K +$10.1K +97 New
VRS
630
Virginia Retirement Systems
Virginia
$9.3K -$509K -4,900 -5%
LFG
631
Larson Financial Group
Missouri
$9K +$104 +1 +1%
LWP
632
Laurel Wealth Planning
Minnesota
$8K
WWM
633
Wolff Wiese Magana
California
$8K
LWP
634
Lumature Wealth Partners
Georgia
$7K
AFS
635
Annapolis Financial Services
Maryland
$6K
CHA
636
Carmichael Hill & Associates
Maryland
$6K
AWM
637
Avior Wealth Management
Nebraska
$5K
BA
638
Bellwether Advisors
Nebraska
$5K
GAM
639
Gemmer Asset Management
California
$4K
HWA
640
HHM Wealth Advisors
Tennessee
$4K
MWM
641
Mascoma Wealth Management
New Hampshire
$4K
VCM
642
Versant Capital Management
Arizona
$4K
RWA
643
RGT Wealth Advisors
Texas
$4K +$3.53K +34 New
PPWM
644
PFG Private Wealth Management
Florida
$3K
MCA
645
Maryland Capital Advisors
Maryland
$3K +$2.6K +25 New
BWM
646
Baystate Wealth Management
Massachusetts
$3K +$2.91K +28 New
WPWM
647
Western Pacific Wealth Management
Illinois
$3K +$3.42K +33 New
MAM
648
Meeder Asset Management
Ohio
$2K -$5.61K -54 -72%
HI
649
Hudock Inc
Pennsylvania
$2K
NFG
650
Next Financial Group
Texas
$2K

RY Hedge Fund Activity: Q4 2021 in Review

656 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2021, worth a combined $63.1B — up 3.9% from $60.7B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new RY positions and 46 closed out — a net gain of 52 holders — while 211 added to existing stakes and 211 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $214M. The largest seller was Bank of Montreal, cutting an estimated $752M.

  • 656 institutional investors held Royal Bank of Canada (RY) as of Q4 2021, up from 613 in Q3 2021.
  • Funds reported $63.1B of Royal Bank of Canada stock for Q4 2021, up 3.9% quarter-over-quarter.
  • 98 funds opened new Royal Bank of Canada positions in Q4 2021 and 46 closed out, a net change of +52 holders.
  • The largest Royal Bank of Canada buyer in Q4 2021 was Wellington Management Group, an estimated $214M added.
  • The largest Royal Bank of Canada seller in Q4 2021 was Bank of Montreal, an estimated $752M sold.

Based on aggregated 13F filings for Q4 2021.