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Royal Bank of Canada

520 hedge funds and large institutions have $46.8B invested in Royal Bank of Canada in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 159 increasing their positions, 180 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $215M | Put options by funds: $156M

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

7% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 44

0.38% more ownership

Funds ownership: 41.45%41.84% (+0.38%)

0% less funds holding

Funds holding: 521520 (-1)

5% less capital invested

Capital invested by funds: $49.4B → $46.8B (-$2.64B)

12% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 180

Holders
520
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
11.92%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
1.15%
New
47
Increased
159
Reduced
180
Closed
44
Calls
$215M
Puts
$156M
Net Calls
+$58.8M
Net Calls Change
+$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.45B +$83.4M +1,027,715 +1%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$4.48B -$33M -406,990 -0.7%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$3.14B -$26.8M -329,931 -0.8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.76B +$87.4M +1,076,016 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.15B +$60.6M +746,978 +3%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$1.87B +$130M +1,602,039 +7%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$1.59B -$242M -2,984,853 -13%
BGC
8
Beutel, Goodman & Co
Ontario, Canada
$1.39B -$12M -147,799 -0.8%
JFL
9
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.24B -$10.5M -129,114 -0.8%
Connor, Clark & Lunn Investment Management (CC&L)
10
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.14B -$13.8M -169,975 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
11
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.1B -$81.2M -1,000,000 -7%
Norges Bank
12
Norges Bank
Norway
$1.1B +$32.4M +399,113 +3%
CIBC Asset Management
13
CIBC Asset Management
Ontario, Canada
$1.06B -$40.5M -499,284 -4%
Canada Life
14
Canada Life
Manitoba, Canada
$986M -$12.5M -153,645 -1%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$972M -$102M -1,250,371 -9%
Capital Research Global Investors
16
Capital Research Global Investors
California
$902M +$81 +1 +0%
Toronto Dominion Bank
17
Toronto Dominion Bank
Ontario, Canada
$829M +$43.8M +538,931 +5%
Bank of Nova Scotia
18
Bank of Nova Scotia
Ontario, Canada
$824M +$1.31M +16,078 +0.2%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$736M -$286M -3,522,247 -27%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$531M +$4.36M +53,674 +0.8%
OAC
21
OMERS Administration Corp
Ontario, Canada
$515M +$80.4M +990,414 +17%
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$512M +$512M +6,307,898 +1,971%
Franklin Resources
23
Franklin Resources
California
$507M -$17.6M -217,263 -3%
SC
24
Scotia Capital
Ontario, Canada
$489M +$13.2M +162,250 +3%
Legal & General Group
25
Legal & General Group
United Kingdom
$450M -$33.3M -410,270 -7%

RY Hedge Fund Activity: Q1 2018 in Review

520 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q1 2018, worth a combined $46.8B — down 5.3% from $49.4B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new RY positions and 44 closed out — a net gain of 3 holders — while 159 added to existing stakes and 180 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $512M. The largest seller was 1832 Asset Management, cutting an estimated $286M.

  • 520 institutional investors held Royal Bank of Canada (RY) as of Q1 2018, down from 521 in Q4 2017.
  • Funds reported $46.8B of Royal Bank of Canada stock for Q1 2018, down 5.3% quarter-over-quarter.
  • 47 funds opened new Royal Bank of Canada positions in Q1 2018 and 44 closed out, a net change of +3 holders.
  • The largest Royal Bank of Canada buyer in Q1 2018 was Canada Pension Plan Investment Board, an estimated $512M added.
  • The largest Royal Bank of Canada seller in Q1 2018 was 1832 Asset Management, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2018.