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Royal Gold

432 hedge funds and large institutions have $6.27B invested in Royal Gold in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 122 increasing their positions, 159 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $122M | Put options by funds: $72.8M

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 411432 (+21)

2.57% less ownership

Funds ownership: 85.6%83.03% (-2.6%)

14% less capital invested

Capital invested by funds: $7.29B → $6.27B (-$1.02B)

23% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 159

Holders
432
Holders Change
+21
Holders Change %
+5.11%
% of All Funds
6.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
59
Increased
122
Reduced
159
Closed
37
Calls
$122M
Puts
$72.8M
Net Calls
+$48.8M
Net Calls Change
-$43.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
251
Cetera Investment Advisers
Illinois
$445K -$5.92K -46 -1%
SIM
252
Sentry Investment Management
Wisconsin
$441K +$1.67K +13 +0.3%
GWANC
253
Guardian Wealth Advisors (North Carolina)
North Carolina
$430K +$482K +3,749 New
PAG
254
Private Advisor Group
New Jersey
$427K +$222K +1,729 +87%
MM
255
MQS Management
New York
$424K +$475K +3,692 New
DZ Bank
256
DZ Bank
Germany
$423K +$474K +3,684 New
I
257
InceptionR
California
$422K +$473K +3,676 New
EI
258
Ellevest Inc
New York
$421K -$47.7K -371 -9%
FTDI
259
First Trust Direct Indexing
Massachusetts
$410K -$27.3K -212 -6%
TIA
260
Tiemann Investment Advisors
California
$401K +$19.7K +153 +5%
PFO
261
Pathstone Family Office
New Jersey
$377K -$515 -4 -0.1%
SC
262
Savant Capital
Illinois
$375K -$9.65K -75 -2%
SCM
263
Shelton Capital Management
Colorado
$371K -$12.2K -95 -3%
MIM
264
MTM Investment Management
South Carolina
$360K +$386 +3 +0.1%
CAN
265
Cetera Advisor Networks
California
$357K +$131K +1,019 +49%
D.E. Shaw & Co
266
D.E. Shaw & Co
New York
$351K -$108K -843 -22%
RWB
267
RMR Wealth Builders
New Jersey
$349K +$1.03K +8 +0.3%
IFG
268
Independent Financial Group
California
$348K +$32.8K +255 +9%
MCM
269
MAI Capital Management
Ohio
$344K +$73.6K +572 +24%
BAM
270
Blueshift Asset Management
New Jersey
$340K +$381K +2,961 New
PCIA
271
Prime Capital Investment Advisors
Kansas
$338K +$80K +622 +27%
TCM
272
Teza Capital Management
Illinois
$335K +$375K +2,917 New
M&T Bank
273
M&T Bank
New York
$333K +$3.35K +26 +0.9%
GAA
274
Global Assets Advisory
Florida
$333K +$57.6K +448 +18%
VC
275
Veracity Capital
Georgia
$332K -$14K -109 -4%

RGLD Hedge Fund Activity: Q2 2023 in Review

432 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q2 2023, worth a combined $6.27B — down 14% from $7.29B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new RGLD positions and 37 closed out — a net gain of 22 holders — while 122 added to existing stakes and 159 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $35.2M. The largest seller was State Street, cutting an estimated $61.9M.

  • 432 institutional investors held Royal Gold (RGLD) as of Q2 2023, up from 411 in Q1 2023.
  • Funds reported $6.27B of Royal Gold stock for Q2 2023, down 14% quarter-over-quarter.
  • 59 funds opened new Royal Gold positions in Q2 2023 and 37 closed out, a net change of +22 holders.
  • The largest Royal Gold buyer in Q2 2023 was Citadel Advisors, an estimated $35.2M added.
  • The largest Royal Gold seller in Q2 2023 was State Street, an estimated $61.9M sold.

Based on aggregated 13F filings for Q2 2023.