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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
Principal Financial Group
176
Principal Financial Group
Iowa
$6.03M -$605K -6,500 -9%
LOPW
177
Live Oak Private Wealth
North Carolina
$5.94M -$6.98K -75 -0.1%
ACM
178
Altrius Capital Management
North Carolina
$5.74M +$246K +2,640 +4%
LA
179
LBP AM
France
$5.55M
MGP
180
Metis Global Partners
California
$5.42M -$7.07K -76 -0.1%
Assenagon Asset Management
181
Assenagon Asset Management
Luxembourg
$5.36M -$40.3M -433,051 -88%
M&T Bank
182
M&T Bank
New York
$4.86M +$40.7K +438 +0.8%
RCM
183
Ravenstone Capital Management
$4.84M +$385K +4,135 +8%
HAI
184
Hennessy Advisors Inc
California
$4.77M -$102K -1,100 -2%
PCOC
185
Power Corp of Canada
Canada
$4.17M +$49.6K +533 +1%
MSRPS
186
Maryland State Retirement & Pension System
Maryland
$4.14M +$38.2K +411 +0.9%
Mariner
187
Mariner
Kansas
$3.92M -$429K -4,611 -9%
VMPIC
188
Varma Mutual Pension Insurance Co
Finland
$3.86M
DR
189
Davis Rea
Ontario, Canada
$3.69M -$204K -2,196 -5%
Man Group
190
Man Group
United Kingdom
$3.55M -$3.87M -41,639 Closed
Kayne Anderson Rudnick Investment Management
191
Kayne Anderson Rudnick Investment Management
California
$3.49M -$80.5K -865 -2%
EDRH
192
Edmond de Rothschild Holding
Switzerland
$3.46M -$668K -7,181 -15%
PP
193
Pacifica Partners
Canada
$3.43M +$1.18M +12,704 +45%
BL
194
BFSG LLC
California
$3.24M +$41.9K +450 +1%
SI
195
Sprott Inc
Ontario, Canada
$3.24M
DA
196
Duality Advisers
Florida
$3.21M +$904K +9,722 +36%
CCMINC
197
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.18M +$55.9K +601 +2%
PA
198
Pinnacle Associates
New York
$3.18M +$560K +6,023 +20%
LOAME
199
Lombard Odier Asset Management (Europe)
United Kingdom
$3.13M -$849K -9,130 -20%
Walleye Trading
200
Walleye Trading
New York
$3.1M +$2.92M +31,413 +773%

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.