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Royal Bank of Canada

641 hedge funds and large institutions have $55.2B invested in Royal Bank of Canada in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 195 increasing their positions, 231 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $830M | Put options by funds: $572M

1.06% more ownership

Funds ownership: 44.13%45.18% (+1.1%)

5% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 55

1% less funds holding

Funds holding: 649641 (-8)

2% less funds holding in top 10

Funds holding in top 10: 5150 (-1)

6% less capital invested

Capital invested by funds: $58.8B → $55.2B (-$3.6B)

16% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 231

Holders
641
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.17%
Holding in Top 10
50
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.96%
% of All Funds
0.79%
New
52
Increased
195
Reduced
231
Closed
55
Calls
$830M
Puts
$572M
Net Calls
+$258M
Net Calls Change
+$5.67M
Name Holding Trade Value Shares
Change
Change in
Stake
CIR
626
Clear Investment Research
Georgia
$5.86K
PCFFS
627
Pacific Center for Financial Services
California
$5.25K
BWM
628
Baystate Wealth Management
Massachusetts
$4.9K
CHA
629
Carmichael Hill & Associates
Maryland
$4.72K
AFS
630
Annapolis Financial Services
Maryland
$4.63K
CWC
631
Carolinas Wealth Consulting
North Carolina
$4.55K
BIA
632
Bell Investment Advisors
California
$4.37K +$2.05K +22 +79%
CMP
633
Coston McIsaac & Partners
Maine
$4K
DF
634
DecisionPoint Financial
Arizona
$3.15K
TWM
635
Tradition Wealth Management
Minnesota
$3K -$37.2K -400 -92%
LSA
636
Leonteq Securities AG
Switzerland
$2.89K -$5.77K -62 -65%
MCA
637
Maryland Capital Advisors
Maryland
$2.19K
MAWCM
638
Mine & Arao Wealth Creation & Management
California
$2.01K
VCM
639
Versant Capital Management
Arizona
$1.75K
NECFA
640
New England Capital Financial Advisors
Connecticut
$1.49K
SS
641
Sunbelt Securities
Texas
$962
MFT
642
Moisand Fitzgerald Tamayo
Florida
$88
FGAM
643
Financial Gravity Asset Management
Texas
$28 -$8.93K -96 Closed
MSE
644
MUFG Securities EMEA
United Kingdom
-$325M -2,568,889 Closed
CCMG
645
Clark Capital Management Group
Pennsylvania
-$25M -261,985 Closed
BCM
646
Barometer Capital Management
Ontario, Canada
-$9.17M -73,168 Closed
TAIM
647
Te Ahumairangi Investment Management
New Zealand
-$5.38M -56,240 Closed
CRI
648
Commonwealth Retirement Investments
Virginia
-$3.46M -36,180 Closed
CWP
649
CFM Wealth Partners
Texas
-$2.08M -21,746 Closed
AFM
650
Anson Funds Management
Texas
-$1.91M -20,000 Closed

RY Hedge Fund Activity: Q3 2023 in Review

641 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2023, worth a combined $55.2B — down 6.1% from $58.8B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of RY and 52 opened new positions — a net loss of 3 holders — while 231 trimmed existing stakes and 195 added.

The largest buyer was Bank of Montreal, adding an estimated $1.05B. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $325M sold.

  • 641 institutional investors held Royal Bank of Canada (RY) as of Q3 2023, down from 649 in Q2 2023.
  • Funds reported $55.2B of Royal Bank of Canada stock for Q3 2023, down 6.1% quarter-over-quarter.
  • 52 funds opened new Royal Bank of Canada positions in Q3 2023 and 55 closed out, a net change of -3 holders.
  • The largest Royal Bank of Canada buyer in Q3 2023 was Bank of Montreal, an estimated $1.05B added.
  • The largest Royal Bank of Canada seller in Q3 2023 was MUFG Securities EMEA, an estimated $325M sold.

Based on aggregated 13F filings for Q3 2023.