We are live on ! Find out more
RY icon

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
EP
676
Edgestream Partners
New Jersey
-$213K -2,230 Closed
GFS
677
GYL Financial Synergies
Connecticut
-$213K -2,226 Closed
SWP
678
Stratos Wealth Partners
Ohio
-$212K -2,223 Closed
KeyBank National Association
679
KeyBank National Association
Ohio
-$212K -2,221 Closed
WCF
680
West Coast Financial
California
-$210K -2,203 Closed
CA
681
Cetera Advisors
Colorado
-$209K -2,191 Closed
BJL
682
Brighton Jones LLC
Washington
-$206K -2,159 Closed
FG
683
Fiduciary Group
Georgia
-$206K -2,158 Closed
CAM
684
Carret Asset Management
New York
-$202K -2,110 Closed
CCP
685
Clarkston Capital Partners
Michigan
-$201K -2,106 Closed
WP
686
WealthPLAN Partners
Nebraska
-$111K -1,167 Closed
GC
687
Garde Capital
Washington
-$106K -1,107 Closed
TFP
688
Tilia Fiduciary Partners
North Carolina
-$87.2K -913 Closed
VanEck Associates
689
VanEck Associates
New York
-$67K -704 Closed
ACA
690
Atlas Capital Advisors
Wyoming
-$35.7K -374 Closed
RI
691
Ridgewood Investments
New Jersey
-$23.9K -250 Closed
OC
692
Oakworth Capital
Alabama
-$19.1K -200 Closed
AP
693
Arlington Partners
Alabama
-$14.3K -150 Closed
IGWM
694
ICA Group Wealth Management
Colorado
-$10.2K -107 Closed
OP
695
ORG Partners
Indiana
-$8.94K -93 Closed
HS
696
Horan Securities
United States
-$8.69K -91 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.