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Royal Gold
RGLD

Overview Fund Activity

431 hedge funds and large institutions have $6.67B invested in Royal Gold in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 135 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+24
Holders Change %
+5.9%
% of All Funds
6.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
72
Increased
139
Reduced
135
Closed
43
Calls
$140M
Puts
$80.6M
Net Calls
+$58.9M
Net Calls Change
+$29.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$124M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$50.9M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$31.3M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$15.8M
5
Amundi
5
Amundi
France
$44.9M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$33.7M
2
BlackRock
2
BlackRock
New York
$838M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$81.6M
4
Millennium Management
4
Millennium Management
New York
$72.8M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$37.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
251
CoreCommodity Management
Connecticut
$374K – – –
OAM
252
Oxford Asset Management
United Kingdom
$371K +$371K +3,071 New
VR
253
Valued Retirements
Texas
$371K +$371K +3,068 New
RWB
254
RMR Wealth Builders
New Jersey
$370K +$1.21K +10 +0.3%
PCIA
255
Prime Capital Investment Advisors
Kansas
$366K +$9.31K +77 +3%
PTC
256
Petrus Trust Company
Texas
$364K +$364K +3,013 New
MCM
257
MAI Capital Management
Ohio
$364K +$1.94K +16 +0.5%
MCM
258
Marathon Capital Management
Maryland
$363K – – –
FHB
259
First Hawaiian Bank
Hawaii
$357K -$123K -1,013 -26%
Koshinski Asset Management
260
Koshinski Asset Management
Illinois
$350K +$350K +2,897 New
Wolverine Trading
261
Wolverine Trading
Illinois
$349K -$3.77M -31,131 -92%
TAM
262
Tocqueville Asset Management
New York
$343K – – –
SCM
263
Shelton Capital Management
Colorado
$342K -$26.4K -218 -7%
DTL
264
Dynamic Technology Lab
Singapore
$339K +$339K +2,800 New
Cetera Investment Advisers
265
Cetera Investment Advisers
Illinois
$329K -$133K -1,096 -29%
BL
266
BFSG LLC
California
$320K – – –
DZ Bank
267
DZ Bank
Germany
$315K -$181K -1,500 -36%
VCM
268
Violich Capital Management
California
$314K – – –
AWM
269
Apollon Wealth Management
South Carolina
$312K -$9.8K -81 -3%
PJSIMP
270
P.J. Schmidt Investment Management (PJS)
Wisconsin
$304K -$345 -3 -0.1%
AAIM
271
Asset Advisors Investment Management
Georgia
$302K – – –
KA
272
Keene & Associates
Texas
$301K – – –
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$299K -$242K -2,001 -45%
IAN
274
Integrated Advisors Network
Texas
$298K -$345K -2,855 -54%
US Bancorp
275
US Bancorp
Minnesota
$295K -$82.9K -685 -22%
9 10
11
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