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Royal Gold

401 hedge funds and large institutions have $6.43B invested in Royal Gold in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 135 increasing their positions, 128 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

7% more funds holding

Funds holding: 375401 (+26)

5% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 128

0.34% less ownership

Funds ownership: 80.56%80.22% (-0.34%)

1% less capital invested

Capital invested by funds: $6.48B → $6.43B (-$50.1M)

11% less call options, than puts

Call options by funds: $133M | Put options by funds: $150M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
401
Holders Change
+26
Holders Change %
+6.93%
% of All Funds
7.9%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.1%
New
75
Increased
135
Reduced
128
Closed
38
Calls
$133M
Puts
$150M
Net Calls
-$16.9M
Net Calls Change
-$63.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
251
IHT Wealth Management
Illinois
$435K -$237K -2,000 -36%
D.E. Shaw & Co
252
D.E. Shaw & Co
New York
$434K -$1.04M -8,790 -71%
TIA
253
Tiemann Investment Advisors
California
$406K
Macquarie Group
254
Macquarie Group
Australia
$385K +$314K +2,651 +530%
CA
255
Commerzbank Aktiengesellschaft
Germany
$379K +$366K +3,097 New
BAM
256
Belpointe Asset Management
Nevada
$372K -$31.2K -264 -8%
VF
257
Virtu Financial
New York
$367K +$54.8K +463 +18%
HAM
258
Highstreet Asset Management
Ontario, Canada
$365K +$353K +2,982 New
PP
259
Paloma Partners
Connecticut
$363K -$606K -5,123 -63%
WAM
260
World Asset Management
Michigan
$359K -$40.3K -341 -10%
BPA
261
Beacon Pointe Advisors
California
$353K -$30.5K -258 -8%
MAM
262
Meeder Asset Management
Ohio
$352K +$178K +1,503 +109%
OIA
263
Optimum Investment Advisors
Illinois
$351K -$29.6K -250 -8%
Mercer Global Advisors
264
Mercer Global Advisors
Colorado
$333K -$77.7K -657 -19%
CBN
265
Cadence Bank NA
Texas
$333K
VFA
266
Voya Financial Advisors
Connecticut
$327K
HCM
267
Hollencrest Capital Management
California
$322K +$312K +2,640 New
9WM
268
9258 Wealth Management
Ohio
$320K +$310K +2,620 New
DBG
269
De Burlo Group
Massachusetts
$318K -$12.4M -104,600 -98%
CFA
270
Carroll Financial Associates
North Carolina
$317K
CIM
271
Confluence Investment Management
Missouri
$309K +$73.8K +624 +26%
IAN
272
Integrated Advisors Network
Texas
$303K +$293K +2,476 New
NFG
273
Nations Financial Group
Iowa
$302K -$1.3K -11 -0.4%
SP
274
Symmetry Partners
Connecticut
$299K +$289K +2,446 New
MWNA
275
Marshall Wace North America
New York
$297K +$287K +2,428 New

RGLD Hedge Fund Activity: Q4 2019 in Review

401 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q4 2019, worth a combined $6.43B — down 0.77% from $6.48B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new RGLD positions and 38 closed out — a net gain of 37 holders — while 135 added to existing stakes and 128 trimmed.

The largest buyer was Bank of America, adding an estimated $27.1M. The largest seller was St. James Investment Company, exiting entirely with an estimated $45.7M sold.

  • 401 institutional investors held Royal Gold (RGLD) as of Q4 2019, up from 375 in Q3 2019.
  • Funds reported $6.43B of Royal Gold stock for Q4 2019, down 0.77% quarter-over-quarter.
  • 75 funds opened new Royal Gold positions in Q4 2019 and 38 closed out, a net change of +37 holders.
  • The largest Royal Gold buyer in Q4 2019 was Bank of America, an estimated $27.1M added.
  • The largest Royal Gold seller in Q4 2019 was St. James Investment Company, an estimated $45.7M sold.

Based on aggregated 13F filings for Q4 2019.