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Royal Bank of Canada

615 hedge funds and large institutions have $47.4B invested in Royal Bank of Canada in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 233 increasing their positions, 188 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 188

8% more funds holding in top 10

Funds holding in top 10: 4953 (+4)

0.94% more ownership

Funds ownership: 41.71%42.64% (+0.94%)

5% less funds holding

Funds holding: 645615 (-30)

7% less capital invested

Capital invested by funds: $51B → $47.4B (-$3.58B)

27% less call options, than puts

Call options by funds: $479M | Put options by funds: $654M

41% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 51

Holders
615
Holders Change
-30
Holders Change %
-4.65%
% of All Funds
10.59%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.91%
New
30
Increased
233
Reduced
188
Closed
51
Calls
$479M
Puts
$654M
Net Calls
-$176M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NLP
626
Next Level Private
New York
-$495K -5,110 Closed
DA
627
DCM Advisors
New York
-$484K -5,000 Closed
GT
628
Glenmede Trust
Pennsylvania
-$402K -4,171 Closed
NLGIA
629
Nippon Life Global Investors Americas
New York
-$402K -4,150 Closed
HIM
630
Hotaling Investment Management
Pennsylvania
-$388K -4,000 Closed
Capital World Investors
631
Capital World Investors
California
-$343K -3,538 Closed
VWM
632
Venturi Wealth Management
Texas
-$320K -3,300 Closed
SG
633
StoneX Group
New York
-$282K -2,912 Closed
MCA
634
Millennium Capital Advisors
Arkansas
-$243K -2,505 Closed
AG
635
Ascent Group
Virginia
-$244K -2,501 Closed
SOS
636
Silver Oak Securities
Tennessee
-$234K -2,438 Closed
SPC
637
Sigma Planning Corp
Michigan
-$233K -2,406 Closed
WCF
638
West Coast Financial
California
-$232K -2,400 Closed
PP
639
PDS Planning
Ohio
-$231K -2,382 Closed
EGM
640
Engineers Gate Manager
New York
-$230K -2,379 Closed
Koshinski Asset Management
641
Koshinski Asset Management
Illinois
-$216K -2,226 Closed
FCM
642
Firestone Capital Management
Florida
-$214K -2,206 Closed
CCP
643
Clarkston Capital Partners
Michigan
-$204K -2,106 Closed
TCA
644
Transcend Capital Advisors
New Jersey
-$204K -2,103 Closed
FMWA
645
Forvis Mazars Wealth Advisors
Missouri
-$203K -2,096 Closed
EWA
646
EP Wealth Advisors
California
-$202K -2,085 Closed
NIM
647
NuWave Investment Management
New Jersey
-$177K -1,828 Closed
WKWM
648
Walter & Keenan Wealth Management
Indiana
-$165K -1,700 Closed
GLLW
649
Graves Light Lenhart Wealth
Virginia
-$145K -1,500 Closed
GC
650
Garde Capital
Washington
-$107K -1,107 Closed

RY Hedge Fund Activity: Q3 2022 in Review

615 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2022, worth a combined $47.4B — down 7% from $51B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of RY and 30 opened new positions — a net loss of 21 holders — while 188 trimmed existing stakes and 233 added.

The largest buyer was Bank of Montreal, adding an estimated $905M. The largest seller was Wellington Management Group, cutting an estimated $287M.

  • 615 institutional investors held Royal Bank of Canada (RY) as of Q3 2022, down from 645 in Q2 2022.
  • Funds reported $47.4B of Royal Bank of Canada stock for Q3 2022, down 7% quarter-over-quarter.
  • 30 funds opened new Royal Bank of Canada positions in Q3 2022 and 51 closed out, a net change of -21 holders.
  • The largest Royal Bank of Canada buyer in Q3 2022 was Bank of Montreal, an estimated $905M added.
  • The largest Royal Bank of Canada seller in Q3 2022 was Wellington Management Group, an estimated $287M sold.

Based on aggregated 13F filings for Q3 2022.