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Royal Gold

385 hedge funds and large institutions have $6.08B invested in Royal Gold in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 131 increasing their positions, 150 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.15% less ownership

Funds ownership: 77.66%77.51% (-0.15%)

3% less capital invested

Capital invested by funds: $6.29B → $6.08B (-$215M)

3% less funds holding

Funds holding: 396385 (-11)

13% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 150

19% less call options, than puts

Call options by funds: $98.1M | Put options by funds: $121M

22% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 45

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
385
Holders Change
-11
Holders Change %
-2.78%
% of All Funds
7.77%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
35
Increased
131
Reduced
150
Closed
45
Calls
$98.1M
Puts
$121M
Net Calls
-$23.2M
Net Calls Change
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$150K -$7.62K -58 -4%
BWM
302
Baystate Wealth Management
Massachusetts
$122K +$263 +2 +0.2%
GCM
303
Gables Capital Management
Florida
$120K
WTC
304
WhitTier Trust Company
Nevada
$120K
SSB
305
Sandy Spring Bank
Maryland
$114K
BDS
306
Banco de Sabadell
Florida
$111K -$181K -1,380 -60%
SPIA
307
Steward Partners Investment Advisory
New York
$110K +$25.7K +196 +27%
APA
308
American Portfolios Advisors
New York
$100K +$28.5K +217 +35%
IMRF
309
Illinois Municipal Retirement Fund
Illinois
$89K +$97.4K +742 New
PFS
310
Prospera Financial Services
Texas
$89K +$97.4K +742 New
HFM
311
Harvest Fund Management
China
$87K
S
312
SignatureFD
Georgia
$85K +$7.36K +56 +9%
CFA
313
Carroll Financial Associates
North Carolina
$79K -$254K -1,932 -74%
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$79K
GWM
315
Geneos Wealth Management
Colorado
$74K +$1.31K +10 +2%
EMFAT
316
Emerald Mutual Fund Advisers Trust
Pennsylvania
$64K -$1.18K -9 -2%
SC
317
Solstein Capital
California
$64K
C
318
Cerebellum
California
$64K +$70.3K +535 New
FHA
319
Flagship Harbor Advisors
Massachusetts
$61K +$3.28K +25 +5%
CIA
320
CSat Investment Advisory
Michigan
$61K +$8.14K +62 +14%
FGA
321
Fortis Group Advisors
New Jersey
$57K +$62.8K +478 New
VCM
322
Versant Capital Management
Arizona
$55K
OSAM
323
O'Shaughnessy Asset Management
Connecticut
$50K -$17.6K -134 -24%
CT
324
Caldwell Trust
Florida
$48.1K
CTC
325
Central Trust Company
Missouri
$48K

RGLD Hedge Fund Activity: Q3 2020 in Review

385 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q3 2020, worth a combined $6.08B — down 3.4% from $6.29B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of RGLD and 35 opened new positions — a net loss of 10 holders — while 150 trimmed existing stakes and 131 added.

The largest buyer was Fidelity Investments, adding an estimated $72.5M. The largest seller was First Eagle Investment Management, cutting an estimated $42.6M.

  • 385 institutional investors held Royal Gold (RGLD) as of Q3 2020, down from 396 in Q2 2020.
  • Funds reported $6.08B of Royal Gold stock for Q3 2020, down 3.4% quarter-over-quarter.
  • 35 funds opened new Royal Gold positions in Q3 2020 and 45 closed out, a net change of -10 holders.
  • The largest Royal Gold buyer in Q3 2020 was Fidelity Investments, an estimated $72.5M added.
  • The largest Royal Gold seller in Q3 2020 was First Eagle Investment Management, an estimated $42.6M sold.

Based on aggregated 13F filings for Q3 2020.