We are live on ! Find out more
RGLD icon

Royal Gold

410 hedge funds and large institutions have $5.81B invested in Royal Gold in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 115 increasing their positions, 168 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $93.1M | Put options by funds: $64.1M

0.09% more ownership

Funds ownership: 83.03%83.12% (+0.09%)

5% less funds holding

Funds holding: 432410 (-22)

7% less capital invested

Capital invested by funds: $6.27B → $5.81B (-$457M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

32% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 168

36% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 59

Holders
410
Holders Change
-22
Holders Change %
-5.09%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
38
Increased
115
Reduced
168
Closed
59
Calls
$93.1M
Puts
$64.1M
Net Calls
+$29M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
226
Avantax Advisory Services
Texas
$524K -$81.4K -716 -13%
Truist Financial
227
Truist Financial
North Carolina
$517K -$144K -1,269 -21%
ATC
228
Argent Trust Co
Tennessee
$510K
BNP Paribas Financial Markets
229
BNP Paribas Financial Markets
France
$504K -$1.41M -12,423 -72%
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$500K -$26.9K -237 -5%
Commonwealth Equity Services
231
Commonwealth Equity Services
Massachusetts
$497K -$18.6K -164 -3%
QCM
232
Quantinno Capital Management
New York
$481K +$515K +4,528 New
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$476K +$509K +4,475 New
OC
234
Oppenheimer & Co
New York
$469K -$38.2K -336 -7%
Wealth Enhancement Advisory Services
235
Wealth Enhancement Advisory Services
Minnesota
$458K +$490K +4,311 New
JMPWA
236
JP Morgan Private Wealth Advisors
California
$448K +$8.64K +76 +2%
CIM
237
Confluence Investment Management
Missouri
$431K -$1.71K -15 -0.4%
CS
238
Cannell & Spears
New York
$422K
FHB
239
First Hawaiian Bank
Hawaii
$422K
PAG
240
Private Advisor Group
New Jersey
$408K +$13.1K +115 +3%
GWANC
241
Guardian Wealth Advisors (North Carolina)
North Carolina
$408K +$9.66K +85 +2%
Cetera Investment Advisers
242
Cetera Investment Advisers
Illinois
$406K -$6.59K -58 -1%
FTDI
243
First Trust Direct Indexing
Massachusetts
$379K -$909 -8 -0.2%
ASN
244
Advisory Services Network
Georgia
$374K -$637K -5,600 -61%
VWM
245
Venturi Wealth Management
Texas
$370K -$83.2K -732 -17%
ESCM
246
Echo Street Capital Management
New York
$365K -$434K -3,814 -53%
API
247
Advisor Partners II
California
$354K +$62.4K +549 +20%
SM
248
Sciencast Management
New Jersey
$346K +$369K +3,250 New
CAMG
249
CWA Asset Management Group
Florida
$344K -$14M -123,336 -97%
TIA
250
Tiemann Investment Advisors
California
$335K -$39.3K -346 -10%

RGLD Hedge Fund Activity: Q3 2023 in Review

410 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q3 2023, worth a combined $5.81B — down 7.3% from $6.27B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of RGLD and 38 opened new positions — a net loss of 21 holders — while 168 trimmed existing stakes and 115 added.

The largest buyer was Capital World Investors, adding an estimated $184M. The largest seller was Norges Bank, cutting an estimated $104M.

  • 410 institutional investors held Royal Gold (RGLD) as of Q3 2023, down from 432 in Q2 2023.
  • Funds reported $5.81B of Royal Gold stock for Q3 2023, down 7.3% quarter-over-quarter.
  • 38 funds opened new Royal Gold positions in Q3 2023 and 59 closed out, a net change of -21 holders.
  • The largest Royal Gold buyer in Q3 2023 was Capital World Investors, an estimated $184M added.
  • The largest Royal Gold seller in Q3 2023 was Norges Bank, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2023.