We are live on ! Find out more
RGLD icon

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
FHB
251
First Hawaiian Bank
Hawaii
$89K +$95.4K +1,159 New
TFA
252
Toth Financial Advisory
Virginia
$87K +$82 +1 +0.1%
PCM
253
Penserra Capital Management
California
$82K +$14K +170 +19%
WTC
254
WhitTier Trust Company
Nevada
$77K – – –
JG
255
Jefferies Group
New York
$69K -$716K -8,703 -91%
MWPCG
256
Measured Wealth Private Client Group
New Hampshire
$69K +$73.6K +894 New
PAM
257
Panagora Asset Management
Massachusetts
$68K – – –
VCM
258
Versant Capital Management
Arizona
$55K -$741 -9 -1%
GWM
259
Geneos Wealth Management
Colorado
$55K +$8.23K +100 +16%
WTB
260
Washington Trust Bank
Washington
$54K -$16.5K -200 -22%
PA
261
Parallel Advisors
California
$53K +$5.84K +71 +11%
AIL
262
AGF Investments LLC
Ontario, Canada
$48K +$16.8K +204 +48%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
S
264
SignatureFD
Georgia
$45K -$12.3K -150 -20%
AAIM
265
Asset Advisors Investment Management
Georgia
$39K +$41.2K +500 New
SWM
266
SeaCrest Wealth Management
New York
$34K – – –
APA
267
American Portfolios Advisors
New York
$33.5K – – –
SIM
268
Sonora Investment Management
Arizona
$31K – – –
FHA
269
Flagship Harbor Advisors
Massachusetts
$31K +$165 +2 +0.5%
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$27K – – –
OIA
271
OneDigital Investment Advisors
Kansas
$26K +$82 +1 +0.3%
MFW
272
Mosaic Family Wealth
Missouri
$25K – – –
HR
273
Howe & Rusling
New York
$23K – – –
SWP
274
Stratos Wealth Partners
Ohio
$22K +$23.5K +286 New
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$20K -$9.96K -121 -32%
9 10
11
12 13

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.