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Royal Bank of Canada

649 hedge funds and large institutions have $58.8B invested in Royal Bank of Canada in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 220 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $783M | Put options by funds: $531M

2% more funds holding in top 10

Funds holding in top 10: 5051 (+1)

0.23% more ownership

Funds ownership: 43.9%44.13% (+0.23%)

4% less capital invested

Capital invested by funds: $61.1B → $58.8B (-$2.28B)

9% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 220

2% less funds holding

Funds holding: 663649 (-14)

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

Holders
649
Holders Change
-14
Holders Change %
-2.11%
% of All Funds
10.19%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
0.8%
New
49
Increased
200
Reduced
220
Closed
57
Calls
$783M
Puts
$531M
Net Calls
+$253M
Net Calls Change
+$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
676
Blueshift Asset Management
New Jersey
-$277K -2,901 Closed
DWM
677
Dakota Wealth Management
Florida
-$268K -2,804 Closed
BAM
678
Belpointe Asset Management
Nevada
-$256K -2,680 Closed
SOS
679
Silver Oak Securities
Tennessee
-$247K -2,588 Closed
DOA
680
D'Orazio & Associates
Virginia
-$238K -2,487 Closed
SM
681
Sciencast Management
New Jersey
-$223K -2,333 Closed
ST
682
Spinnaker Trust
Maine
-$219K -2,288 Closed
Koshinski Asset Management
683
Koshinski Asset Management
Illinois
-$209K -2,184 Closed
PP
684
Prudential plc
United Kingdom
-$201K -2,101 Closed
SOW
685
State of Wyoming
Wyoming
-$195K -2,042 Closed
AWM
686
Accel Wealth Management
Iowa
-$148K -1,553 Closed
AAS
687
Ameritas Advisory Services
Nebraska
-$115K -1,198 Closed
CIM
688
Contravisory Investment Management
Massachusetts
-$102K -1,070 Closed
ALAM
689
Asahi Life Asset Management
Japan
-$97.4K -1,020 Closed
CFB
690
Cullen/Frost Bankers
Texas
-$47.8K -500 Closed
GFWA
691
Grey Fox Wealth Advisors
Delaware
-$39.2K -410 Closed
PFBT
692
Parkside Financial Bank & Trust
Missouri
-$38.2K -400 Closed
SSC
693
Syverson Strege & Co
Iowa
-$27.9K -292 Closed
GFPC
694
Global Financial Private Client
Florida
-$21.9K -224 Closed
AAP
695
Arax Advisory Partners
Colorado
-$17.8K -186 Closed
SC
696
Schubert & Co
Texas
-$17.2K -180 Closed
CFGS
697
Concourse Financial Group Securities
Alabama
-$11.4K -119 Closed
SSG
698
Summit Securities Group
New York
-$10K -100 Closed
CSPAM
699
Cary Street Partners Asset Management
Virginia
-$6.5K -68 Closed
BA
700
Bellwether Advisors
Nebraska
-$4.59K -48 Closed

RY Hedge Fund Activity: Q2 2023 in Review

649 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q2 2023, worth a combined $58.8B — down 3.7% from $61.1B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of RY and 49 opened new positions — a net loss of 8 holders — while 220 trimmed existing stakes and 200 added.

The largest buyer was Bank of Montreal, adding an estimated $459M. The largest seller was Bank of Nova Scotia, cutting an estimated $283M.

  • 649 institutional investors held Royal Bank of Canada (RY) as of Q2 2023, down from 663 in Q1 2023.
  • Funds reported $58.8B of Royal Bank of Canada stock for Q2 2023, down 3.7% quarter-over-quarter.
  • 49 funds opened new Royal Bank of Canada positions in Q2 2023 and 57 closed out, a net change of -8 holders.
  • The largest Royal Bank of Canada buyer in Q2 2023 was Bank of Montreal, an estimated $459M added.
  • The largest Royal Bank of Canada seller in Q2 2023 was Bank of Nova Scotia, an estimated $283M sold.

Based on aggregated 13F filings for Q2 2023.