We are live on ! Find out more
RGLD icon

Royal Gold

391 hedge funds and large institutions have $5.54B invested in Royal Gold in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 127 increasing their positions, 123 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 45

10% more capital invested

Capital invested by funds: $5.02B → $5.54B (+$520M)

6% more funds holding

Funds holding: 369391 (+22)

3% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 123

0% more call options, than puts

Call options by funds: $67M | Put options by funds: $66.9M

0.23% more ownership

Funds ownership: 80.13%80.36% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
391
Holders Change
+22
Holders Change %
+5.96%
% of All Funds
6.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
71
Increased
127
Reduced
123
Closed
45
Calls
$67M
Puts
$66.9M
Net Calls
+$170K
Net Calls Change
+$7.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
251
Cerity Partners OCIO
New York
$293K +$605 +6 +0.2%
CBN
252
Cadence Bank NA
Texas
$287K
AP
253
Advisor Partners
California
$287K +$275K +2,724 New
BPA
254
Beacon Pointe Advisors
California
$286K -$38.9K -386 -12%
VCM
255
Violich Capital Management
California
$286K
V
256
Veritable
Delaware
$285K +$273K +2,705 New
VPIM
257
Vanguard Personalized Indexing Management
California
$282K -$65.8K -653 -20%
CB
258
Commerce Bank
Missouri
$277K +$9.78K +97 +4%
M&T Bank
259
M&T Bank
New York
$274K +$2.12K +21 +0.8%
APA
260
American Portfolios Advisors
New York
$264K +$49.6K +492 +24%
AAIM
261
Asset Advisors Investment Management
Georgia
$263K
BAM
262
Belpointe Asset Management
Nevada
$257K
AC
263
Avestar Capital
New York
$255K +$29.5K +293 +14%
FA
264
FDx Advisors
Illinois
$255K +$29.5K +293 +14%
JFG
265
JMG Financial Group
Illinois
$253K +$242K +2,400 New
MCM
266
MAI Capital Management
Ohio
$250K +$239K +2,375 New
II
267
Inspire Investing
Idaho
$247K +$3.33K +33 +1%
JMPWA
268
JP Morgan Private Wealth Advisors
California
$246K -$5.65K -56 -2%
TI
269
Tidal Investments
Wisconsin
$241K +$231K +2,295 New
AWM
270
Apollon Wealth Management
South Carolina
$240K +$230K +2,283 New
WAAG
271
Wealth Alliance Advisory Group
Kansas
$239K +$229K +2,270 New
PRS
272
Pinkerton Retirement Specialists
Idaho
$234K
MCM
273
Marathon Capital Management
Maryland
$233K
Toronto Dominion Bank
274
Toronto Dominion Bank
Ontario, Canada
$233K
GAM
275
Gotham Asset Management
New York
$232K -$470K -4,663 -68%

RGLD Hedge Fund Activity: Q4 2021 in Review

391 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q4 2021, worth a combined $5.54B — up 10% from $5.02B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new RGLD positions and 45 closed out — a net gain of 26 holders — while 127 added to existing stakes and 123 trimmed.

The largest buyer was Millennium Management, adding an estimated $62.6M. The largest seller was Morgan Stanley, cutting an estimated $210M.

  • 391 institutional investors held Royal Gold (RGLD) as of Q4 2021, up from 369 in Q3 2021.
  • Funds reported $5.54B of Royal Gold stock for Q4 2021, up 10% quarter-over-quarter.
  • 71 funds opened new Royal Gold positions in Q4 2021 and 45 closed out, a net change of +26 holders.
  • The largest Royal Gold buyer in Q4 2021 was Millennium Management, an estimated $62.6M added.
  • The largest Royal Gold seller in Q4 2021 was Morgan Stanley, an estimated $210M sold.

Based on aggregated 13F filings for Q4 2021.