We are live on ! Find out more
RY icon

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
Natixis Advisors
151
Natixis Advisors
Massachusetts
$9.44M +$472K +4,944 +5%
BCM
152
Barometer Capital Management
Ontario, Canada
$9.17M -$3.82M -40,005 -35%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$9.1M -$44.1K -462 -0.5%
BTW
154
Boston Trust Walden
Massachusetts
$9.09M -$181K -1,900 -2%
LSWM
155
Lorne Steinberg Wealth Management
Canada
$8.93M +$664K +6,951 +8%
CCB
156
Country Club Bank
Missouri
$8.86M -$534K -5,594 -6%
AIM
157
Achmea Investment Management
Netherlands
$8.81M +$125K +1,309 +1%
HCM
158
Heathbridge Capital Management
Ontario, Canada
$8.74M -$1.45M -15,223 -14%
US Bancorp
159
US Bancorp
Minnesota
$8.6M -$347K -3,638 -4%
Aberdeen Group
160
Aberdeen Group
United Kingdom
$8.6M
Royal London Asset Management
161
Royal London Asset Management
United Kingdom
$8.47M +$7.24M +75,834 +592%
Federated Hermes
162
Federated Hermes
Pennsylvania
$8.4M -$238K -2,491 -3%
UCFA
163
United Capital Financial Advisors
Texas
$8.23M -$289K -3,023 -3%
IMCOOI
164
Investment Management Corp of Ontario (IMCO)
Canada
$8M +$83.5K +875 +1%
BFS
165
Baskin Financial Services
Ontario, Canada
$8M -$69.5K -728 -0.9%
LPL Financial
166
LPL Financial
California
$7.92M +$646K +6,766 +9%
Ensign Peak Advisors
167
Ensign Peak Advisors
Utah
$7.76M
WPI
168
Walter Public Investments
Canada
$7.58M +$7.58M +79,371 New
LOAME
169
Lombard Odier Asset Management (Europe)
United Kingdom
$7.57M -$1.05M -10,970 -20%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$7.33M -$83.3K -873 -1%
Millennium Management
171
Millennium Management
New York
$7.19M +$5.43M +56,925 +310%
Principal Financial Group
172
Principal Financial Group
Iowa
$7.19M -$611K -6,400 -8%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$6.7M +$310K +3,245 +5%
LOPW
174
Live Oak Private Wealth
North Carolina
$6.5M -$484K -5,075 -7%
Acadian Asset Management
175
Acadian Asset Management
Massachusetts
$6.23M -$1.56M -16,300 -20%

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.