We are live on ! Find out more
RY icon

Royal Bank of Canada

355 hedge funds and large institutions have $44.4B invested in Royal Bank of Canada in 2013 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 126 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 32

3% more funds holding

Funds holding: 344355 (+11)

5% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 120

4% more capital invested

Capital invested by funds: $42.8B → $44.4B (+$1.6B)

0.72% less ownership

Funds ownership: 46.44%45.72% (-0.72%)

1% less call options, than puts

Call options by funds: $268M | Put options by funds: $271M

12% less funds holding in top 10

Funds holding in top 10: 4237 (-5)

Holders
355
Holders Change
+11
Holders Change %
+3.2%
% of All Funds
10.3%
Holding in Top 10
37
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.9%
% of All Funds
1.07%
New
49
Increased
126
Reduced
120
Closed
32
Calls
$268M
Puts
$271M
Net Calls
-$3.15M
Net Calls Change
-$94.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
151
Compagnie Lombard Odier SCmA
Switzerland
$2.12M +$2.09M +31,583 New
JMPWA
152
JP Morgan Private Wealth Advisors
California
$2.03M +$58.1K +876 +3%
LPL Financial
153
LPL Financial
California
$2.03M -$58.5K -882 -3%
DekaBank Deutsche Girozentrale
154
DekaBank Deutsche Girozentrale
Germany
$1.99M -$3.01M -45,417 -60%
TAM
155
Trillium Asset Management
Massachusetts
$1.97M +$65.4K +986 +3%
BTW
156
Boston Trust Walden
Massachusetts
$1.97M +$227K +3,426 +13%
FCAM
157
F&C Asset Management
United Kingdom
$1.83M +$404K +6,100 +34%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$1.8M +$51.3K +774 +3%
ACM
159
Ativo Capital Management
Illinois
$1.76M +$166K +2,500 +11%
Commonwealth Equity Services
160
Commonwealth Equity Services
Massachusetts
$1.71M +$221K +3,340 +15%
HPBT
161
High Point Bank & Trust
North Carolina
$1.68M
BMCMI
162
Bryn Mawr Capital Management Inc
Pennsylvania
$1.68M +$1.66M +25,020 New
LTFS
163
Ladenburg Thalmann Financial Services
Florida
$1.65M +$32.7K +493 +2%
LAM
164
Lingohr Asset Management
Germany
$1.63M -$1.88M -28,400 -54%
FA
165
FMA Advisory
Pennsylvania
$1.57M -$29.2K -440 -2%
OMCS
166
Old Mutual Customised Solutions
South Africa
$1.42M
B
167
Baird
Wisconsin
$1.4M +$18.4K +278 +1%
1SB
168
1ST Source Bank
Indiana
$1.32M -$212K -3,192 -14%
RhumbLine Advisers
169
RhumbLine Advisers
Massachusetts
$1.32M +$703K +10,600 +117%
BO
170
Bank OZK
Arkansas
$1.29M +$88.1K +1,328 +7%
PP
171
Paloma Partners
Connecticut
$1.27M -$1.95M -29,350 -61%
RJFSA
172
Raymond James Financial Services Advisors
Florida
$1.24M
MPI
173
Mairs & Power Inc
Minnesota
$1.2M
BC
174
Brookfield Corp
Ontario, Canada
$1.17M +$92.8K +1,400 +9%
ACM
175
Alta Capital Management
Utah
$1.17M +$196K +2,963 +21%

RY Hedge Fund Activity: Q4 2013 in Review

355 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2013, worth a combined $44.4B — up 3.7% from $42.8B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new RY positions and 32 closed out — a net gain of 17 holders — while 126 added to existing stakes and 120 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $145M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $223M sold.

  • 355 institutional investors held Royal Bank of Canada (RY) as of Q4 2013, up from 344 in Q3 2013.
  • Funds reported $44.4B of Royal Bank of Canada stock for Q4 2013, up 3.7% quarter-over-quarter.
  • 49 funds opened new Royal Bank of Canada positions in Q4 2013 and 32 closed out, a net change of +17 holders.
  • The largest Royal Bank of Canada buyer in Q4 2013 was Credit Suisse, an estimated $145M added.
  • The largest Royal Bank of Canada seller in Q4 2013 was Capital Research Global Investors, an estimated $223M sold.

Based on aggregated 13F filings for Q4 2013.