We are live on ! Find out more
RY icon

Royal Bank of Canada

661 hedge funds and large institutions have $57.3B invested in Royal Bank of Canada in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 189 increasing their positions, 217 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 25

21% more capital invested

Capital invested by funds: $47.4B → $57.3B (+$9.96B)

7% more funds holding

Funds holding: 615661 (+46)

1.18% more ownership

Funds ownership: 42.64%43.82% (+1.2%)

9% less funds holding in top 10

Funds holding in top 10: 5348 (-5)

13% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 217

39% less call options, than puts

Call options by funds: $674M | Put options by funds: $1.1B

Holders
661
Holders Change
+46
Holders Change %
+7.48%
% of All Funds
10.63%
Holding in Top 10
48
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.43%
% of All Funds
0.77%
New
87
Increased
189
Reduced
217
Closed
25
Calls
$674M
Puts
$1.1B
Net Calls
-$426M
Net Calls Change
-$250M
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
626
Key Financial Inc
Pennsylvania
$9K
AA
627
AlphaMark Advisors
Kentucky
$9K
AF
628
Arrow Financial
New York
$9K
RG
629
Retirement Group
California
$9K
GEA
630
Glen Eagle Advisors
New Jersey
$8.84K +$1.04K +11 +13%
LFG
631
Larson Financial Group
Missouri
$8.65K +$94 +1 +1%
HS
632
Horan Securities
United States
$8.56K
MA
633
MCF Advisors
Kentucky
$8.46K
FMTCOCP
634
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K +$8.21K +87 New
LWP
635
Laurel Wealth Planning
Minnesota
$7.33K
MPCL
636
My Personal CFO LLC
Washington
$7.24K +$7.27K +77 New
WWM
637
Wolff Wiese Magana
California
$7.05K
PCM
638
Penserra Capital Management
California
$7K +$7.17K +76 New
CSPAM
639
Cary Street Partners Asset Management
Virginia
$6.39K
CIR
640
Clear Investment Research
Georgia
$6K +$6.42K +68 New
CWC
641
Carolinas Wealth Consulting
North Carolina
$5.36K -$6.14K -65 -53%
CHA
642
Carmichael Hill & Associates
Maryland
$5.08K
AFS
643
Annapolis Financial Services
Maryland
$4.98K
BA
644
Bellwether Advisors
Nebraska
$4.51K
MWM
645
Mascoma Wealth Management
New Hampshire
$3.76K
AWM
646
Avior Wealth Management
Nebraska
$3.48K -$755 -8 -18%
DF
647
DecisionPoint Financial
Arizona
$3.38K +$3.4K +36 New
VCM
648
Versant Capital Management
Arizona
$3.29K
WPWM
649
Western Pacific Wealth Management
Illinois
$3.1K
BWM
650
Baystate Wealth Management
Massachusetts
$3K +$94 +1 +4%

RY Hedge Fund Activity: Q4 2022 in Review

661 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2022, worth a combined $57.3B — up 21% from $47.4B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new RY positions and 25 closed out — a net gain of 62 holders — while 189 added to existing stakes and 217 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $1.19B. The largest seller was Bank of Montreal, cutting an estimated $562M.

  • 661 institutional investors held Royal Bank of Canada (RY) as of Q4 2022, up from 615 in Q3 2022.
  • Funds reported $57.3B of Royal Bank of Canada stock for Q4 2022, up 21% quarter-over-quarter.
  • 87 funds opened new Royal Bank of Canada positions in Q4 2022 and 25 closed out, a net change of +62 holders.
  • The largest Royal Bank of Canada buyer in Q4 2022 was National Bank of Canada, an estimated $1.19B added.
  • The largest Royal Bank of Canada seller in Q4 2022 was Bank of Montreal, an estimated $562M sold.

Based on aggregated 13F filings for Q4 2022.