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Royal Gold

391 hedge funds and large institutions have $5.54B invested in Royal Gold in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 127 increasing their positions, 123 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 45

10% more capital invested

Capital invested by funds: $5.02B → $5.54B (+$520M)

6% more funds holding

Funds holding: 369391 (+22)

3% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 123

0% more call options, than puts

Call options by funds: $67M | Put options by funds: $66.9M

0.23% more ownership

Funds ownership: 80.13%80.36% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
391
Holders Change
+22
Holders Change %
+5.96%
% of All Funds
6.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
71
Increased
127
Reduced
123
Closed
45
Calls
$67M
Puts
$66.9M
Net Calls
+$170K
Net Calls Change
+$7.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Assenagon Asset Management
226
Assenagon Asset Management
Luxembourg
$396K +$30K +298 +9%
Cerity Partners
227
Cerity Partners
New York
$391K +$375K +3,723 New
FTDI
228
First Trust Direct Indexing
Massachusetts
$390K +$1.92K +19 +0.5%
KAS
229
Kestra Advisory Services
Texas
$389K -$143K -1,417 -28%
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$388K -$143K -1,423 -28%
ESCM
231
Echo Street Capital Management
New York
$387K +$43.3K +429 +13%
BL
232
BFSG LLC
California
$384K -$25.4K -252 -6%
ATC
233
Argent Trust Co
Tennessee
$381K
PHS
234
Pekin Hardy Strauss
Illinois
$373K +$358K +3,550 New
SCM
235
Shelton Capital Management
Colorado
$366K -$18.8K -186 -5%
FHB
236
First Hawaiian Bank
Hawaii
$366K
CG
237
Cutler Group
California
$364K +$349K +3,466 New
Lazard Asset Management
238
Lazard Asset Management
New York
$363K +$349K +3,458 New
ASN
239
Advisory Services Network
Georgia
$347K +$60.5K +600 +22%
Man Group
240
Man Group
United Kingdom
$345K +$331K +3,279 New
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$344K +$22.1K +219 +7%
UF
242
Univest Financial
Pennsylvania
$342K
TIA
243
Tiemann Investment Advisors
California
$339K +$302 +3 +0.1%
SAM
244
Shell Asset Management
Netherlands
$333K +$1.41K +14 +0.4%
MIM
245
MTM Investment Management
South Carolina
$328K +$302 +3 +0.1%
YIH
246
Y-Intercept (HK)
Hong Kong
$321K -$378K -3,751 -55%
Luther King Capital Management (LKCM)
247
Luther King Capital Management (LKCM)
Texas
$313K
IAN
248
Integrated Advisors Network
Texas
$308K -$107K -1,065 -27%
CIM
249
Confluence Investment Management
Missouri
$303K +$2.62K +26 +0.9%
Verition Fund Management
250
Verition Fund Management
Connecticut
$300K -$129K -1,276 -31%

RGLD Hedge Fund Activity: Q4 2021 in Review

391 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q4 2021, worth a combined $5.54B — up 10% from $5.02B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new RGLD positions and 45 closed out — a net gain of 26 holders — while 127 added to existing stakes and 123 trimmed.

The largest buyer was Millennium Management, adding an estimated $62.6M. The largest seller was Morgan Stanley, cutting an estimated $210M.

  • 391 institutional investors held Royal Gold (RGLD) as of Q4 2021, up from 369 in Q3 2021.
  • Funds reported $5.54B of Royal Gold stock for Q4 2021, up 10% quarter-over-quarter.
  • 71 funds opened new Royal Gold positions in Q4 2021 and 45 closed out, a net change of +26 holders.
  • The largest Royal Gold buyer in Q4 2021 was Millennium Management, an estimated $62.6M added.
  • The largest Royal Gold seller in Q4 2021 was Morgan Stanley, an estimated $210M sold.

Based on aggregated 13F filings for Q4 2021.