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Royal Gold

324 hedge funds and large institutions have $4.45B invested in Royal Gold in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 35

7% more capital invested

Capital invested by funds: $4.18B → $4.45B (+$273M)

3% more funds holding

Funds holding: 315324 (+9)

1.36% more ownership

Funds ownership: 77.87%79.23% (+1.4%)

1% more call options, than puts

Call options by funds: $110M | Put options by funds: $110M

7% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 108

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
324
Holders Change
+9
Holders Change %
+2.86%
% of All Funds
7.42%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
47
Increased
100
Reduced
108
Closed
35
Calls
$110M
Puts
$110M
Net Calls
+$662K
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
301
Bartlett & Co
Ohio
$9K +$8.51K +101 New
BCWM
302
Bartlett & Co Wealth Management
Ohio
$8.67K +$8.51K +101 New
AIM
303
Anchor Investment Management
South Carolina
$8.59K
QCG
304
Quadrant Capital Group
Ohio
$8K
WAS
305
Winch Advisory Services
Wisconsin
$8K
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$7K
TCM
307
Tradewinds Capital Management
Washington
$7K
VCM
308
Virtue Capital Management
Tennessee
$7K
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$6.87K
LF
310
Lee Financial
Texas
$6K +$6.32K +75 New
CB
311
Community Bank
New York
$5K
EARNEST Partners
312
EARNEST Partners
Georgia
$5K
BFEC
313
Benjamin F. Edwards & Company
Missouri
$4K
VIA
314
Vantage Investment Advisors
Pennsylvania
$4K
APP
315
Avantax Planning Partners
Iowa
$4K +$3.71K +44 New
ST
316
Smithfield Trust
Pennsylvania
$3K
FRA
317
Front Row Advisors
California
$2K
TFO
318
Tarbox Family Office
California
$2K
JA
319
JOYN Advisors
Georgia
$2K +$1.69K +20 New
RWML
320
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.2K +$1.18K +14 New
OFW
321
Omnia Family Wealth
Florida
$1K -$5.06K -60 -80%
PCP
322
Proficio Capital Partners
Massachusetts
$1K
IFAM
323
Institutional & Family Asset Management
Colorado
$1K +$1.26K +15 New
PG
324
PEAK6 Group
Illinois
-$3.88M -46,026 Closed
ACM
325
Advent Capital Management
New York
-$3.7M -45,100 Closed

RGLD Hedge Fund Activity: Q1 2018 in Review

324 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q1 2018, worth a combined $4.45B — up 6.5% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new RGLD positions and 35 closed out — a net gain of 12 holders — while 100 added to existing stakes and 108 trimmed.

The largest buyer was Capital World Investors, adding an estimated $110M. The largest seller was Renaissance Technologies, cutting an estimated $24.5M.

  • 324 institutional investors held Royal Gold (RGLD) as of Q1 2018, up from 315 in Q4 2017.
  • Funds reported $4.45B of Royal Gold stock for Q1 2018, up 6.5% quarter-over-quarter.
  • 47 funds opened new Royal Gold positions in Q1 2018 and 35 closed out, a net change of +12 holders.
  • The largest Royal Gold buyer in Q1 2018 was Capital World Investors, an estimated $110M added.
  • The largest Royal Gold seller in Q1 2018 was Renaissance Technologies, an estimated $24.5M sold.

Based on aggregated 13F filings for Q1 2018.