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Royal Bank of Canada
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Overview Fund Activity

671 hedge funds and large institutions have $65B invested in Royal Bank of Canada in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 204 increasing their positions, 223 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+35
Holders Change %
+5.5%
% of All Funds
9.84%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.78%
New
95
Increased
204
Reduced
223
Closed
51
Calls
$1.05B
Puts
$734M
Net Calls
+$318M
Net Calls Change
+$60M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$3.31B
2
CIBC World Market
CIBC World Market
Ontario, Canada
$2.98B
3
Capital World Investors
Capital World Investors
California
$365M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$661M
5
Goldman Sachs
Goldman Sachs
New York
$706M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.66B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$924M
3
Franklin Resources
Franklin Resources
California
$65.8M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.59B
5
Millennium Management
Millennium Management
New York
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
651
Frazier Financial Advisors
Ohio
$6.57K +$6.57K +65 New
BIA
652
Bell Investment Advisors
California
$6.17K +$1.11K +11 +22%
PCFFS
653
Pacific Center for Financial Services
California
$6.07K – – –
CWC
654
Carolinas Wealth Consulting
North Carolina
$5.76K – – –
BWM
655
Baystate Wealth Management
Massachusetts
$5.72K – – –
CHA
656
Carmichael Hill & Associates
Maryland
$5.46K – – –
AFS
657
Annapolis Financial Services
Maryland
$5.36K – – –
CMP
658
Coston McIsaac & Partners
Maine
$5K – – –
GA
659
GoalVest Advisory
New York
$4.35K +$4.35K +43 New
VNA
660
Valley National Advisers
Pennsylvania
$4K +$4K +40 New
AF
661
Advisornet Financial
Minnesota
$2.83K -$20.2K -200 -88%
MCA
662
Maryland Capital Advisors
Maryland
$2.53K – – –
VWA
663
Valued Wealth Advisors
Utah
$2.36K +$2.36K +27 New
MAWCM
664
Mine & Arao Wealth Creation & Management
California
$2.33K – – –
VCM
665
Versant Capital Management
Arizona
$2.02K – – –
FG
666
Fairman Group
Pennsylvania
$1.82K +$1.82K +18 New
NECFA
667
New England Capital Financial Advisors
Connecticut
$1.72K – – –
CPG
668
Cornerstone Planning Group
New Jersey
$1.42K +$1.42K +14 New
SS
669
Sunbelt Securities
Texas
$1.11K – – –
CJ
670
Caitlin John
Michigan
$202 +$202 +2 New
MFT
671
Moisand Fitzgerald Tamayo
Florida
$102 – – –
FGAM
672
Financial Gravity Asset Management
Texas
$79 -$28 – –
State of Wisconsin Investment Board
673
State of Wisconsin Investment Board
Wisconsin
– -$58.6M -667,756 Closed
SI
674
Sprott Inc
Ontario, Canada
– -$3.24M -322,386 Closed
QC
675
Quadrature Capital
United Kingdom
– -$17.7M -201,600 Closed
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