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Royal Bank of Canada

521 hedge funds and large institutions have $49.4B invested in Royal Bank of Canada in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 178 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 28

12% more funds holding

Funds holding: 464521 (+57)

5% more capital invested

Capital invested by funds: $47.2B → $49.4B (+$2.18B)

3% more call options, than puts

Call options by funds: $203M | Put options by funds: $198M

0.34% less ownership

Funds ownership: 41.79%41.45% (-0.34%)

6% less funds holding in top 10

Funds holding in top 10: 5047 (-3)

27% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 178

Holders
521
Holders Change
+57
Holders Change %
+12.28%
% of All Funds
11.82%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
1.07%
New
87
Increased
130
Reduced
178
Closed
28
Calls
$203M
Puts
$198M
Net Calls
+$5.49M
Net Calls Change
+$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.68B -$34.2M -431,425 -0.6%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$4.76B -$226M -2,852,690 -5%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$3.36B -$59.5M -749,673 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.83B +$89.4M +1,127,223 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.21B +$187M +2,363,239 +10%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$1.93B +$1.37B +17,263,862 +273%
CIBC World Market
7
CIBC World Market
Ontario, Canada
$1.84B +$7.77M +97,938 +0.4%
BGC
8
Beutel, Goodman & Co
Ontario, Canada
$1.49B -$6.58M -82,951 -0.5%
JFL
9
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.33B -$15.9M -200,151 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
10
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.25B
Connor, Clark & Lunn Investment Management (CC&L)
11
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.22B -$38.8M -489,255 -3%
CIBC Asset Management
12
CIBC Asset Management
Ontario, Canada
$1.17B -$47.2M -595,793 -4%
Norges Bank
13
Norges Bank
Norway
$1.14B +$13.7M +172,421 +1%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.13B +$460M +5,799,705 +72%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$1.06B -$34.1M -429,416 -3%
Canada Life
16
Canada Life
Manitoba, Canada
$1.05B -$15.2M -191,752 -1%
Capital Research Global Investors
17
Capital Research Global Investors
California
$954M
Bank of Nova Scotia
18
Bank of Nova Scotia
Ontario, Canada
$870M +$109M +1,377,660 +15%
Toronto Dominion Bank
19
Toronto Dominion Bank
Ontario, Canada
$835M -$103M -1,300,703 -11%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$559M +$6.29M +79,345 +1%
Franklin Resources
21
Franklin Resources
California
$555M -$12.2M -154,205 -2%
Legal & General Group
22
Legal & General Group
United Kingdom
$512M -$14.1M -178,131 -3%
SC
23
Scotia Capital
Ontario, Canada
$504M +$6.74M +85,032 +1%
OAC
24
OMERS Administration Corp
Ontario, Canada
$466M
AIMCA
25
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$440M +$18M +227,027 +6%

RY Hedge Fund Activity: Q4 2017 in Review

521 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2017, worth a combined $49.4B — up 4.6% from $47.2B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new RY positions and 28 closed out — a net gain of 59 holders — while 130 added to existing stakes and 178 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $1.37B. The largest seller was Bank of Montreal, cutting an estimated $226M.

  • 521 institutional investors held Royal Bank of Canada (RY) as of Q4 2017, up from 464 in Q3 2017.
  • Funds reported $49.4B of Royal Bank of Canada stock for Q4 2017, up 4.6% quarter-over-quarter.
  • 87 funds opened new Royal Bank of Canada positions in Q4 2017 and 28 closed out, a net change of +59 holders.
  • The largest Royal Bank of Canada buyer in Q4 2017 was Mackenzie Financial, an estimated $1.37B added.
  • The largest Royal Bank of Canada seller in Q4 2017 was Bank of Montreal, an estimated $226M sold.

Based on aggregated 13F filings for Q4 2017.