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Royal Gold
RGLD

312 hedge funds and large institutions have $3.92B invested in Royal Gold in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 105 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $112M | Put options by funds: $73.6M

0.45% less ownership

Funds ownership: 78.08% → 77.63% (-0.45%)

3% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 105

4% less funds holding

Funds holding: 324 → 312 (-12)

16% less capital invested

Capital invested by funds: $4.68B → $3.92B (-$761M)

19% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 47

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
312
Holders Change
-12
Holders Change %
-3.7%
% of All Funds
7.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
38
Increased
102
Reduced
105
Closed
47
Calls
$112M
Puts
$73.6M
Net Calls
+$38.9M
Net Calls Change
+$5.01M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$47.9M
2
Wells Fargo
Wells Fargo
California
+$24.9M
3
Millennium Management
Millennium Management
New York
+$15.8M
4
BlackRock
BlackRock
New York
+$15.2M
5
Goldman Sachs
Goldman Sachs
New York
+$12.9M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$67.1M
2
CLM
ClearBridge LLC (Maryland)
Maryland
-$48.8M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$24.8M
4
Deutsche Bank
Deutsche Bank
Germany
-$18.1M
5
Norges Bank
Norges Bank
Norway
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$19K -$113K -1,376 -85%
SPIA
277
Steward Partners Investment Advisory
New York
$16K -$3.13K -38 -16%
FBT
278
First Bank & Trust
South Dakota
$16K – – –
HWM
279
Holloway Wealth Management
Florida
$16K – – –
GGHC
280
Gilder Gagnon Howe & Co
New York
$15K – – –
WT
281
Whittier Trust
California
$15K – – –
NFG
282
Next Financial Group
Texas
$15K +$16K +195 New
CFN
283
Cordasco Financial Network
Florida
$13K – – –
JA
284
JOYN Advisors
Georgia
$13K +$329 +4 +2%
GAM
285
Gemmer Asset Management
California
$12K – – –
SIS
286
Sound Income Strategies
Florida
$12K +$12.3K +150 +5,000%
RCAG
287
Rehmann Capital Advisory Group
Michigan
$9.17K – – –
HCM
288
Highlander Capital Management
New Jersey
$8K -$16.5K -200 -67%
CTC
289
Central Trust Company
Missouri
$8K – – –
CCM
290
Cribstone Capital Management
Maine
$8K – – –
MCM
291
Mainstay Capital Management
Michigan
$8K – – –
SWP
292
Strategic Wealth Partners
Ohio
$8K – – –
AIM
293
Anchor Investment Management
South Carolina
$7.71K – – –
QCG
294
Quadrant Capital Group
Ohio
$7K – – –
WAS
295
Winch Advisory Services
Wisconsin
$7K – – –
HWA
296
Heritage Wealth Advisors
Virginia
$7K +$8.23K +100 New
PGWM
297
Parisi Gray Wealth Management
New Jersey
$6K – – –
TCM
298
Tradewinds Capital Management
Washington
$6K – – –
CB
299
Community Bank
New York
$5K – – –
EARNEST Partners
300
EARNEST Partners
Georgia
$5K – – –
10 11
12
13 14

RGLD Hedge Fund Activity: Q3 2018 in Review

312 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q3 2018, worth a combined $3.92B — down 16% from $4.68B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of RGLD and 38 opened new positions — a net loss of 9 holders — while 105 trimmed existing stakes and 102 added.

The largest buyer was ClearBridge Investments, adding an estimated $47.9M. The largest seller was Prudential plc, exiting entirely with an estimated $67.1M sold.

  • 312 institutional investors held Royal Gold (RGLD) as of Q3 2018, down from 324 in Q2 2018.
  • Funds reported $3.92B of Royal Gold stock for Q3 2018, down 16% quarter-over-quarter.
  • 38 funds opened new Royal Gold positions in Q3 2018 and 47 closed out, a net change of -9 holders.
  • The largest Royal Gold buyer in Q3 2018 was ClearBridge Investments, an estimated $47.9M added.
  • The largest Royal Gold seller in Q3 2018 was Prudential plc, an estimated $67.1M sold.

Based on aggregated 13F filings for Q3 2018.