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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
S
276
SignatureFD
Georgia
$57K -$12.5K -117 -18%
AF
277
Advisornet Financial
Minnesota
$54K +$7.47K +70 +16%
SFP
278
Sterling Financial Planning
New Jersey
$48K +$107 +1 +0.2%
CT
279
Caldwell Trust
Florida
$43K
VCM
280
Versant Capital Management
Arizona
$43K -$1.81K -17 -4%
SIM
281
Sonora Investment Management
Arizona
$43K
OIA
282
Optimum Investment Advisors
Illinois
$34K -$139K -1,300 -80%
LC
283
Lindbrook Capital
California
$34K +$27K +253 +383%
HR
284
Howe & Rusling
New York
$33K
CTC
285
Central Trust Company
Missouri
$27K
HI
286
Harbour Investments
Wisconsin
$27K +$26.6K +249 New
QCG
287
Quadrant Capital Group
Ohio
$25K -$16.3K -153 -40%
HNB
288
Huntington National Bank
Ohio
$25K
Simplex Trading
289
Simplex Trading
Illinois
$25K +$25.5K +239 New
TFA
290
Toth Financial Advisory
Virginia
$23K
LSA
291
Leonteq Securities AG
Switzerland
$22.8K +$8.43K +79 +59%
LB
292
Legacy Bridge
Iowa
$22K
NFG
293
Next Financial Group
Texas
$22K
PC
294
Permanens Capital
New York
$22K
WT
295
Whittier Trust
California
$22K
EVM
296
Eaton Vance Management
Massachusetts
$21K +$20.8K +195 New
ETI
297
Enterprise Trust & Investment
California
$18K
JFA
298
JNBA Financial Advisors
Minnesota
$16K
ST
299
Smithfield Trust
Pennsylvania
$16K
WAM
300
Wolverine Asset Management
Illinois
$14K -$219K -2,055 -94%

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.