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Royal Bank of Canada

665 hedge funds and large institutions have $65.2B invested in Royal Bank of Canada in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 211 increasing their positions, 230 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $947M | Put options by funds: $471M

0% more capital invested

Capital invested by funds: $65B → $65.2B (+$278M)

0.01% less ownership

Funds ownership: 45.66%45.64% (-0.01%)

6% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 53

8% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 230

1% less funds holding

Funds holding: 675665 (-10)

6% less funds holding in top 10

Funds holding in top 10: 5451 (-3)

Holders
665
Holders Change
-10
Holders Change %
-1.48%
% of All Funds
9.58%
Holding in Top 10
51
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.56%
% of All Funds
0.73%
New
50
Increased
211
Reduced
230
Closed
53
Calls
$947M
Puts
$471M
Net Calls
+$475M
Net Calls Change
+$157M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
651
Cornerstone Planning Group
New Jersey
$3.44K +$1.97K +20 +143%
AF
652
Advisornet Financial
Minnesota
$2.83K
VWA
653
Valued Wealth Advisors
Utah
$2.72K
MCA
654
Maryland Capital Advisors
Maryland
$2.52K
MAWCM
655
Mine & Arao Wealth Creation & Management
California
$2.32K
PIC
656
Portland Investment Counsel
Ontario, Canada
$2.27K -$19.5K -198 -0.9%
LI
657
LRI Investments
Florida
$2.2K +$2.17K +22 New
VCM
658
Versant Capital Management
Arizona
$2.02K
FG
659
Fairman Group
Pennsylvania
$1.82K
NECFA
660
New England Capital Financial Advisors
Connecticut
$1.72K
SS
661
Sunbelt Securities
Texas
$1.11K
GI
662
GAMMA Investing
California
$605 +$592 +6 New
CJ
663
Caitlin John
Michigan
$202
FGAM
664
Financial Gravity Asset Management
Texas
$119 +$99 +1 New
MFT
665
Moisand Fitzgerald Tamayo
Florida
$101
Arrowstreet Capital
666
Arrowstreet Capital
Massachusetts
-$172M -1,698,258 Closed
IAIM
667
International Assets Investment Management
Florida
-$1.26M -1,220,441 Closed
Two Sigma Investments
668
Two Sigma Investments
New York
-$87.5M -865,120 Closed
Two Sigma Advisers
669
Two Sigma Advisers
New York
-$20.3M -201,174 Closed
PCH
670
Polar Capital Holdings
United Kingdom
-$13.1M -109,836 Closed
TI
671
Trexquant Investment
Connecticut
-$5.91M -58,478 Closed
PCOC
672
Power Corp of Canada
Canada
-$4.86M -47,979 Closed
LOAME
673
Lombard Odier Asset Management (Europe)
United Kingdom
-$3.57M -35,317 Closed
Lord, Abbett & Co
674
Lord, Abbett & Co
New Jersey
-$2.41M -23,800 Closed
A
675
AJOVista
Massachusetts
-$1.69M -16,700 Closed

RY Hedge Fund Activity: Q1 2024 in Review

665 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q1 2024, worth a combined $65.2B — up 0.43% from $65B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of RY and 50 opened new positions — a net loss of 3 holders — while 230 trimmed existing stakes and 211 added.

The largest buyer was CIBC World Market, adding an estimated $599M. The largest seller was Bank of Nova Scotia, cutting an estimated $478M.

  • 665 institutional investors held Royal Bank of Canada (RY) as of Q1 2024, down from 675 in Q4 2023.
  • Funds reported $65.2B of Royal Bank of Canada stock for Q1 2024, up 0.43% quarter-over-quarter.
  • 50 funds opened new Royal Bank of Canada positions in Q1 2024 and 53 closed out, a net change of -3 holders.
  • The largest Royal Bank of Canada buyer in Q1 2024 was CIBC World Market, an estimated $599M added.
  • The largest Royal Bank of Canada seller in Q1 2024 was Bank of Nova Scotia, an estimated $478M sold.

Based on aggregated 13F filings for Q1 2024.