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Royal Gold

353 hedge funds and large institutions have $5.61B invested in Royal Gold in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 140 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more call options, than puts

Call options by funds: $114M | Put options by funds: $84.7M

1.49% more ownership

Funds ownership: 78.2%79.69% (+1.5%)

3% more capital invested

Capital invested by funds: $5.45B → $5.61B (+$163M)

9% less funds holding

Funds holding: 387353 (-34)

19% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 140

46% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 68

Holders
353
Holders Change
-34
Holders Change %
-8.79%
% of All Funds
6.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
113
Reduced
140
Closed
68
Calls
$114M
Puts
$84.7M
Net Calls
+$29.4M
Net Calls Change
+$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
251
Smith, Moore & Co
Missouri
$224K +$222K +2,080 New
SPIA
252
Steward Partners Investment Advisory
New York
$222K +$123K +1,152 +126%
6M
253
6 Meridian
Kansas
$217K +$215K +2,016 New
PAG
254
Private Advisor Group
New Jersey
$216K -$9.28K -87 -4%
RPA
255
Rock Point Advisors
Vermont
$215K
PAM
256
Panagora Asset Management
Massachusetts
$211K +$116K +1,083 +123%
PA
257
Parallel Advisors
California
$164K +$15K +141 +10%
1832 Asset Management
258
1832 Asset Management
Ontario, Canada
$164K +$165K +1,545 New
DAC
259
Dividend Assets Capital
South Carolina
$156K
APA
260
American Portfolios Advisors
New York
$146K +$27.5K +258 +23%
EIM
261
Essex Investment Management
Massachusetts
$144K
IAIM
262
International Assets Investment Management
Florida
$127K +$63.4K +594 +100%
RE
263
RBC Europe
United Kingdom
$123K -$129K -1,205 -51%
BWM
264
Baystate Wealth Management
Massachusetts
$110K +$107 +1 +0.1%
GCM
265
Gables Capital Management
Florida
$108K
WTC
266
WhitTier Trust Company
Nevada
$108K
KFI
267
Key Financial Inc
Pennsylvania
$108K +$107K +1,000 New
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$105K +$74.6K +699 +256%
SSB
269
Sandy Spring Bank
Maryland
$102K
GWM
270
Geneos Wealth Management
Colorado
$90K +$3.73K +35 +5%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$79K
SWM
272
Spire Wealth Management
Virginia
$78K +$77.2K +724 New
SCA
273
Stonebridge Capital Advisors
Minnesota
$65K +$64K +600 New
CFA
274
Carroll Financial Associates
North Carolina
$64K +$1.17K +11 +2%
NIM
275
NuWave Investment Management
New Jersey
$63K -$205K -1,925 -77%

RGLD Hedge Fund Activity: Q1 2021 in Review

353 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q1 2021, worth a combined $5.61B — up 3% from $5.45B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of RGLD and 37 opened new positions — a net loss of 31 holders — while 140 trimmed existing stakes and 113 added.

The largest buyer was Morgan Stanley, adding an estimated $128M. The largest seller was VanEck Associates, cutting an estimated $69.2M.

  • 353 institutional investors held Royal Gold (RGLD) as of Q1 2021, down from 387 in Q4 2020.
  • Funds reported $5.61B of Royal Gold stock for Q1 2021, up 3% quarter-over-quarter.
  • 37 funds opened new Royal Gold positions in Q1 2021 and 68 closed out, a net change of -31 holders.
  • The largest Royal Gold buyer in Q1 2021 was Morgan Stanley, an estimated $128M added.
  • The largest Royal Gold seller in Q1 2021 was VanEck Associates, an estimated $69.2M sold.

Based on aggregated 13F filings for Q1 2021.