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Royal Gold
RGLD

312 hedge funds and large institutions have $3.92B invested in Royal Gold in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 105 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $112M | Put options by funds: $73.6M

0.45% less ownership

Funds ownership: 78.08% → 77.63% (-0.45%)

3% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 105

4% less funds holding

Funds holding: 324 → 312 (-12)

16% less capital invested

Capital invested by funds: $4.68B → $3.92B (-$761M)

19% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 47

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
312
Holders Change
-12
Holders Change %
-3.7%
% of All Funds
7.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
38
Increased
102
Reduced
105
Closed
47
Calls
$112M
Puts
$73.6M
Net Calls
+$38.9M
Net Calls Change
+$5.01M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$47.9M
2
Wells Fargo
Wells Fargo
California
+$24.9M
3
Millennium Management
Millennium Management
New York
+$15.8M
4
BlackRock
BlackRock
New York
+$15.2M
5
Goldman Sachs
Goldman Sachs
New York
+$12.9M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$67.1M
2
CLM
ClearBridge LLC (Maryland)
Maryland
-$48.8M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$24.8M
4
Deutsche Bank
Deutsche Bank
Germany
-$18.1M
5
Norges Bank
Norges Bank
Norway
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
226
Federation des caisses Desjardins du Quebec
Quebec, Canada
$245K -$16.3K -198 -6%
PL
227
Plancorp LLC
Missouri
$244K – – –
HF
228
HRT Financial
New York
$237K +$253K +3,079 New
US Bancorp
229
US Bancorp
Minnesota
$235K -$12.4K -151 -5%
CA
230
Commerzbank Aktiengesellschaft
Germany
$234K -$136K -1,654 -35%
GA
231
GFS Advisors
Texas
$233K -$18.8K -229 -7%
KA
232
Kovack Advisors
Florida
$231K +$247K +3,000 New
FAAS
233
First Allied Advisory Services
California
$222K -$36.8K -447 -13%
SMFS
234
Squar Milner Financial Services
California
$208K +$65.2K +792 +42%
TWM
235
Titus Wealth Management
California
$204K +$218K +2,650 New
IA
236
IFP Advisors
Florida
$199K +$18.5K +225 +10%
Toronto Dominion Bank
237
Toronto Dominion Bank
Ontario, Canada
$184K – – –
AWM
238
Avior Wealth Management
Nebraska
$173K +$30.9K +376 +20%
CFA
239
Carroll Financial Associates
North Carolina
$165K – – –
PG
240
Pendal Group
Australia
$162K +$3.04K +37 +2%
Qube Research & Technologies (QRT)
241
Qube Research & Technologies (QRT)
United Kingdom
$158K +$109K +1,328 +184%
ED
242
Exane Derivatives
France
$120K +$32.4K +394 +34%
RE
243
RBC Europe
United Kingdom
$114K – – –
BWM
244
Baystate Wealth Management
Massachusetts
$112K +$329 +4 +0.3%
AIP
245
Almanack Investment Partners
Pennsylvania
$103K – – –
AIM
246
Arcadia Investment Management
Michigan
$103K – – –
PRS
247
Pinkerton Retirement Specialists
Idaho
$101K +$108K +1,310 New
GCM
248
Gables Capital Management
Florida
$96K – – –
NIMI
249
Natixis Investment Managers International
France
$93K -$144K -1,755 -59%
WAM
250
Wealthspire Advisors (Maryland)
Maryland
$90K -$2.8K -34 -3%
8 9
10
11 12

RGLD Hedge Fund Activity: Q3 2018 in Review

312 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q3 2018, worth a combined $3.92B — down 16% from $4.68B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of RGLD and 38 opened new positions — a net loss of 9 holders — while 105 trimmed existing stakes and 102 added.

The largest buyer was ClearBridge Investments, adding an estimated $47.9M. The largest seller was Prudential plc, exiting entirely with an estimated $67.1M sold.

  • 312 institutional investors held Royal Gold (RGLD) as of Q3 2018, down from 324 in Q2 2018.
  • Funds reported $3.92B of Royal Gold stock for Q3 2018, down 16% quarter-over-quarter.
  • 38 funds opened new Royal Gold positions in Q3 2018 and 47 closed out, a net change of -9 holders.
  • The largest Royal Gold buyer in Q3 2018 was ClearBridge Investments, an estimated $47.9M added.
  • The largest Royal Gold seller in Q3 2018 was Prudential plc, an estimated $67.1M sold.

Based on aggregated 13F filings for Q3 2018.