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Royal Bank of Canada

663 hedge funds and large institutions have $61.1B invested in Royal Bank of Canada in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 212 increasing their positions, 206 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $800M | Put options by funds: $619M

14% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 58

6% more capital invested

Capital invested by funds: $57.3B → $61.1B (+$3.7B)

4% more funds holding in top 10

Funds holding in top 10: 4850 (+2)

3% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 206

0% more funds holding

Funds holding: 661663 (+2)

0.08% more ownership

Funds ownership: 43.82%43.9% (+0.08%)

Holders
663
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
10.57%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
0.8%
New
66
Increased
212
Reduced
206
Closed
58
Calls
$800M
Puts
$619M
Net Calls
+$180M
Net Calls Change
+$606M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
201
BFSG LLC
California
$3.42M +$23.8K +240 +0.7%
T
202
TCWP
Ohio
$3.37M +$595 +6 +0%
SGI
203
Summit Global Investments
Utah
$3.33M -$1.55M -15,690 -31%
Aristotle Capital Management
204
Aristotle Capital Management
California
$3.2M
RWM
205
Ritholtz Wealth Management
New York
$3.18M -$1.69K -17 -0.1%
LNWWM
206
Laird Norton Wetherby Wealth Management
California
$3.15M +$66.9K +675 +2%
AL
207
Aspiriant LLC
California
$3.09M
SA
208
Shilanski & Associates
Alaska
$2.97M +$31.9K +322 +1%
WCA
209
Waratah Capital Advisors
Ontario, Canada
$2.95M +$3.06M +30,888 New
FBC
210
Fairfield, Bush & Co
Connecticut
$2.91M -$16.8K -170 -0.6%
SNT
211
SIG North Trading
Pennsylvania
$2.79M -$46.7K -471 -2%
DTL
212
Dynamic Technology Lab
Singapore
$2.73M +$2.83M +28,520 New
PP
213
Pacifica Partners
Canada
$2.71M +$52.5K +530 +2%
VIA
214
Vident Investment Advisory
Georgia
$2.69M +$944K +9,523 +52%
RBA
215
Richard Bernstein Advisors
New York
$2.68M +$2.78M +28,044 New
BSC
216
Brown Shipley & Co
United Kingdom
$2.66M +$2.76M +27,865 New
EF
217
Exeter Financial
Arizona
$2.61M +$17.3K +175 +0.7%
AGC
218
Aspen Grove Capital
Colorado
$2.54M +$28.9K +292 +1%
CI
219
Cigna Investments
Connecticut
$2.46M -$90.1K -909 -3%
HPG
220
Harvest Portfolios Group
Ontario, Canada
$2.39M +$2.48M +24,998 New
MF
221
Magnetar Financial
Illinois
$2.37M +$2.46M +24,804 New
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$2.37M +$210K +2,118 +9%
ASN
223
Advisory Services Network
Georgia
$2.36M +$8.72K +88 +0.4%
WCM
224
Whitener Capital Management
North Carolina
$2.34M -$49.6K -500 -2%
WA
225
Wambolt & Associates
Colorado
$2.33M +$64.1K +647 +3%

RY Hedge Fund Activity: Q1 2023 in Review

663 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q1 2023, worth a combined $61.1B — up 6.5% from $57.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new RY positions and 58 closed out — a net gain of 8 holders — while 212 added to existing stakes and 206 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $329M. The largest seller was Goldman Sachs, cutting an estimated $372M.

  • 663 institutional investors held Royal Bank of Canada (RY) as of Q1 2023, up from 661 in Q4 2022.
  • Funds reported $61.1B of Royal Bank of Canada stock for Q1 2023, up 6.5% quarter-over-quarter.
  • 66 funds opened new Royal Bank of Canada positions in Q1 2023 and 58 closed out, a net change of +8 holders.
  • The largest Royal Bank of Canada buyer in Q1 2023 was Bank of Montreal, an estimated $329M added.
  • The largest Royal Bank of Canada seller in Q1 2023 was Goldman Sachs, an estimated $372M sold.

Based on aggregated 13F filings for Q1 2023.