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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
T
201
TCWP
Ohio
$3.08M
Renaissance Technologies
202
Renaissance Technologies
New York
$3.07M -$2.69M -28,900 -45%
Wealth Enhancement Advisory Services
203
Wealth Enhancement Advisory Services
Minnesota
$2.97M +$3.16M +33,980 New
FSA
204
Franklin Street Advisors
North Carolina
$2.95M -$1.45M -15,629 -32%
Aristotle Capital Management
205
Aristotle Capital Management
California
$2.93M
TC
206
Tacita Capital
Ontario, Canada
$2.86M -$191K -2,054 -6%
AL
207
Aspiriant LLC
California
$2.83M
SA
208
Shilanski & Associates
Alaska
$2.79M +$58.6K +630 +2%
Corient Private Wealth
209
Corient Private Wealth
Florida
$2.7M +$878K +9,438 +44%
FBC
210
Fairfield, Bush & Co
Connecticut
$2.64M +$1.67K +18 +0.1%
Mitsubishi UFJ Trust & Banking
211
Mitsubishi UFJ Trust & Banking
Japan
$2.56M -$1.77M -19,000 -39%
LNWWM
212
Laird Norton Wetherby Wealth Management
California
$2.53M -$23.4K -252 -0.9%
Osaic Holdings
213
Osaic Holdings
Arizona
$2.53M -$1.25M -13,427 -32%
HPG
214
Harvest Portfolios Group
Ontario, Canada
$2.52M +$108K +1,158 +4%
DCM
215
Donaldson Capital Management
Indiana
$2.51M -$1.6M -17,226 -37%
BSC
216
Brown Shipley & Co
United Kingdom
$2.44M -$26.5K -285 -1%
EF
217
Exeter Financial
Arizona
$2.35M
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$2.34M +$198K +2,131 +9%
CCM
219
Cox Capital Management
Massachusetts
$2.31M +$248K +2,670 +11%
AGC
220
Aspen Grove Capital
Colorado
$2.31M +$9.58K +103 +0.4%
William Blair & Company
221
William Blair & Company
Illinois
$2.29M +$87.2K +937 +4%
CI
222
Cigna Investments
Connecticut
$2.29M -$9.77K -105 -0.4%
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$2.15M +$144K +1,548 +7%
WCM
224
Whitener Capital Management
North Carolina
$2.11M -$18.6K -200 -0.8%
WA
225
Wambolt & Associates
Colorado
$2.11M +$91K +978 +4%

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.