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Royal Bank of Canada

649 hedge funds and large institutions have $58.8B invested in Royal Bank of Canada in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 220 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $783M | Put options by funds: $531M

2% more funds holding in top 10

Funds holding in top 10: 5051 (+1)

0.23% more ownership

Funds ownership: 43.9%44.13% (+0.23%)

4% less capital invested

Capital invested by funds: $61.1B → $58.8B (-$2.28B)

9% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 220

2% less funds holding

Funds holding: 663649 (-14)

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

Holders
649
Holders Change
-14
Holders Change %
-2.11%
% of All Funds
10.19%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
0.8%
New
49
Increased
200
Reduced
220
Closed
57
Calls
$783M
Puts
$531M
Net Calls
+$253M
Net Calls Change
+$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$7.41B +$459M +4,806,038 +7%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.16B +$107M +1,124,651 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.01B +$43M +449,964 +0.9%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$2.56B -$16.4M -172,161 -0.6%
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$2.53B -$24.1M -252,280 -0.9%
Bank of Nova Scotia
6
Bank of Nova Scotia
Ontario, Canada
$2.28B -$283M -2,960,332 -11%
CIBC World Market
7
CIBC World Market
Ontario, Canada
$2.22B +$62.6M +655,712 +3%
Fidelity International
8
Fidelity International
Bermuda
$1.91B -$242M -2,540,136 -11%
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$1.79B +$59.3M +621,046 +3%
Norges Bank
10
Norges Bank
Norway
$1.71B +$17.2M +179,748 +1%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$1.7B -$27M -282,366 -2%
Toronto Dominion Bank
12
Toronto Dominion Bank
Ontario, Canada
$1.6B +$23.2M +242,553 +1%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$1.35B -$147M -1,543,678 -10%
CIBC Asset Management
14
CIBC Asset Management
Ontario, Canada
$1.18B -$21.5M -225,188 -2%
BGC
15
Beutel, Goodman & Co
Ontario, Canada
$1.05B +$5.06M +52,975 +0.5%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$997M -$116M -1,218,557 -10%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$915M +$200M +2,097,125 +28%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$808M +$80.2M +840,661 +11%
SC
19
Scotia Capital
Ontario, Canada
$802M +$20M +209,920 +3%
Legal & General Group
20
Legal & General Group
United Kingdom
$712M +$9.16M +95,942 +1%
TWC
21
TD Waterhouse Canada
Ontario, Canada
$682M +$19.5M +203,963 +4%
JP Morgan Chase
22
JP Morgan Chase
New York
$554M +$2.18M +22,856 +0.4%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$464M +$27.3M +285,500 +6%
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$410M +$30.8M +322,817 +8%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$399M -$11.2M -117,214 -3%

RY Hedge Fund Activity: Q2 2023 in Review

649 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q2 2023, worth a combined $58.8B — down 3.7% from $61.1B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of RY and 49 opened new positions — a net loss of 8 holders — while 220 trimmed existing stakes and 200 added.

The largest buyer was Bank of Montreal, adding an estimated $459M. The largest seller was Bank of Nova Scotia, cutting an estimated $283M.

  • 649 institutional investors held Royal Bank of Canada (RY) as of Q2 2023, down from 663 in Q1 2023.
  • Funds reported $58.8B of Royal Bank of Canada stock for Q2 2023, down 3.7% quarter-over-quarter.
  • 49 funds opened new Royal Bank of Canada positions in Q2 2023 and 57 closed out, a net change of -8 holders.
  • The largest Royal Bank of Canada buyer in Q2 2023 was Bank of Montreal, an estimated $459M added.
  • The largest Royal Bank of Canada seller in Q2 2023 was Bank of Nova Scotia, an estimated $283M sold.

Based on aggregated 13F filings for Q2 2023.