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Royal Gold
RGLD

231 hedge funds and large institutions have $2.86B invested in Royal Gold in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

39% more call options, than puts

Call options by funds: $170M | Put options by funds: $123M

36% more capital invested

Capital invested by funds: $2.1B → $2.86B (+$760M)

1% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 83

3% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 33

2% less funds holding

Funds holding: 235 → 231 (-4)

Holders
231
Holders Change
-4
Holders Change %
-1.7%
% of All Funds
6.67%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.14%
New
32
Increased
84
Reduced
83
Closed
33
Calls
$170M
Puts
$123M
Net Calls
+$47.8M
Net Calls Change
+$32.1M

Top Buyers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
+$35.3M
2
BG
BlackRock Group
United Kingdom
+$27.4M
3
TAM
Tocqueville Asset Management
New York
+$22.5M
4
PP
Prudential plc
United Kingdom
+$21M
5
GC
Guggenheim Capital
Illinois
+$14.8M

Top Sellers

Rank Fund Capital Flow
1
O
OppenheimerFunds
New York
-$28.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$23.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$21.7M
4
Wells Fargo
Wells Fargo
California
-$17.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
251
Prelude Capital Management
New York
– -$166K -3,600 Closed
SEP
252
Sound Energy Partners
Connecticut
– -$115K -2,500 Closed
MA
253
MUFG Americas
New York
– -$69K -1,500 Closed
TDC
254
Thompson Davis & Co
Virginia
– -$67K -1,450 Closed
FA
255
Financial Advantage
Maryland
– -$46K -1,000 Closed
SEC
256
Seven Eight Capital
New York
– -$32K -700 Closed
RFA
257
Reilly Financial Advisors
California
– -$24K -522 Closed
MFS
258
MSI Financial Services
Massachusetts
– -$15K -331 Closed
JG
259
Jefferies Group
New York
– -$12K -265 Closed
CTC
260
Central Trust Company
Missouri
– -$9K -200 Closed
OIA
261
Optimum Investment Advisors
Illinois
– -$9K -200 Closed
ASN
262
Advisory Services Network
Georgia
– -$8K -180 Closed
GI
263
Gradient Investments
Minnesota
– -$6K -140 Closed
SC
264
Skylands Capital
Wisconsin
– -$2K -50 Closed
7 8 9 10
11

RGLD Hedge Fund Activity: Q1 2014 in Review

231 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q1 2014, worth a combined $2.86B — up 36% from $2.1B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of RGLD and 32 opened new positions — a net loss of 1 holder — while 83 trimmed existing stakes and 84 added.

The largest buyer was VanEck Associates, adding an estimated $35.3M. The largest seller was OppenheimerFunds, cutting an estimated $28.1M.

  • 231 institutional investors held Royal Gold (RGLD) as of Q1 2014, down from 235 in Q4 2013.
  • Funds reported $2.86B of Royal Gold stock for Q1 2014, up 36% quarter-over-quarter.
  • 32 funds opened new Royal Gold positions in Q1 2014 and 33 closed out, a net change of -1 holder.
  • The largest Royal Gold buyer in Q1 2014 was VanEck Associates, an estimated $35.3M added.
  • The largest Royal Gold seller in Q1 2014 was OppenheimerFunds, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2014.