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Royal Bank of Canada

665 hedge funds and large institutions have $65.2B invested in Royal Bank of Canada in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 211 increasing their positions, 230 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $947M | Put options by funds: $471M

0% more capital invested

Capital invested by funds: $65B → $65.2B (+$278M)

0.01% less ownership

Funds ownership: 45.66%45.64% (-0.01%)

6% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 53

8% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 230

1% less funds holding

Funds holding: 675665 (-10)

6% less funds holding in top 10

Funds holding in top 10: 5451 (-3)

Holders
665
Holders Change
-10
Holders Change %
-1.48%
% of All Funds
9.58%
Holding in Top 10
51
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.56%
% of All Funds
0.73%
New
50
Increased
211
Reduced
230
Closed
53
Calls
$947M
Puts
$471M
Net Calls
+$475M
Net Calls Change
+$157M
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
201
Aristotle Capital Management
California
$3.38M
LCM
202
Logan Capital Management
Pennsylvania
$3.32M +$335K +3,392 +11%
NP
203
Ninepoint Partners
Ontario, Canada
$3.31M +$3.23M +32,767 New
TC
204
Tacita Capital
Ontario, Canada
$3.28M -$26.2K -265 -0.8%
SA
205
Shilanski & Associates
Alaska
$3.28M +$40K +405 +1%
GVAG
206
Great Valley Advisor Group
Delaware
$3.1M +$1.32M +13,385 +77%
AL
207
Aspiriant LLC
California
$3.09M -$165K -1,668 -5%
RWM
208
Ritholtz Wealth Management
New York
$3.04M +$1.15M +11,684 +63%
AFM
209
Anson Funds Management
Texas
$3.03M +$2.96M +30,000 New
Wealth Enhancement Advisory Services
210
Wealth Enhancement Advisory Services
Minnesota
$3.01M -$272K -2,758 -8%
Corient Private Wealth
211
Corient Private Wealth
Florida
$3M -$629K -6,377 -18%
LNWWM
212
Laird Norton Wetherby Wealth Management
California
$2.99M -$32.4K -328 -1%
EWG
213
Executive Wealth Group
Washington
$2.97M +$1.99M +20,186 +202%
Squarepoint
214
Squarepoint
New York
$2.96M +$1.59M +16,070 +121%
HPG
215
Harvest Portfolios Group
Ontario, Canada
$2.93M +$5.33K +54 +0.2%
Stifel Financial
216
Stifel Financial
Missouri
$2.87M +$572K +5,800 +26%
DR
217
Davis Rea
Ontario, Canada
$2.82M -$601K -6,091 -18%
UM
218
UniSuper Management
Australia
$2.72M +$938K +9,500 +91%
QCM
219
Quantinno Capital Management
New York
$2.71M +$817K +8,276 +44%
BCM
220
Barometer Capital Management
Ontario, Canada
$2.71M +$67.2K +681 +3%
Man Group
221
Man Group
United Kingdom
$2.7M -$32.1K -325 -1%
EF
222
Exeter Financial
Arizona
$2.67M -$39.5K -400 -1%
AGC
223
Aspen Grove Capital
Colorado
$2.67M
CI
224
Cigna Investments
Connecticut
$2.65M +$5.03K +51 +0.2%
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$2.62M -$182K -1,846 -7%

RY Hedge Fund Activity: Q1 2024 in Review

665 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q1 2024, worth a combined $65.2B — up 0.43% from $65B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of RY and 50 opened new positions — a net loss of 3 holders — while 230 trimmed existing stakes and 211 added.

The largest buyer was CIBC World Market, adding an estimated $599M. The largest seller was Bank of Nova Scotia, cutting an estimated $478M.

  • 665 institutional investors held Royal Bank of Canada (RY) as of Q1 2024, down from 675 in Q4 2023.
  • Funds reported $65.2B of Royal Bank of Canada stock for Q1 2024, up 0.43% quarter-over-quarter.
  • 50 funds opened new Royal Bank of Canada positions in Q1 2024 and 53 closed out, a net change of -3 holders.
  • The largest Royal Bank of Canada buyer in Q1 2024 was CIBC World Market, an estimated $599M added.
  • The largest Royal Bank of Canada seller in Q1 2024 was Bank of Nova Scotia, an estimated $478M sold.

Based on aggregated 13F filings for Q1 2024.