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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
CFN
301
Cordasco Financial Network
Florida
$14K
AIC
302
Ameritas Investment Company
Nebraska
$13.8K +$13.7K +128 New
GAM
303
Gemmer Asset Management
California
$13K
AIG
304
American International Group
New York
$12.8K +$46.8K +439 +0.4%
FPS
305
Fieldpoint Private Securities
Connecticut
$12K -$533 -5 -4%
PCG
306
Private Capital Group
Connecticut
$11K -$6.93K -65 -40%
CCM
307
Cribstone Capital Management
Maine
$11K
HIA
308
Harbor Investment Advisory
Maryland
$11K
LWM
309
Liberty Wealth Management
California
$11K
HCM
310
Highlander Capital Management
New Jersey
$11K +$107 +1 +1%
SWA
311
Sutton Wealth Advisors
Florida
$10.8K
EAM
312
Erste Asset Management
Austria
$10.8K +$10.7K +100 New
EI
313
Ellevest Inc
New York
$8K +$5.23K +49 +169%
NICM
314
Neo Ivy Capital Management
New York
$8K +$7.47K +70 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
315
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7K -$301K -2,826 -98%
TPCW
316
TD Private Client Wealth
New York
$6.67K
AIC
317
Archer Investment Corporation
Indiana
$6.13K
Rockefeller Capital Management
318
Rockefeller Capital Management
New York
$6K -$85.1K -798 -93%
IA
319
IFP Advisors
Florida
$6K -$960 -9 -14%
EARNEST Partners
320
EARNEST Partners
Georgia
$6K
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$5K -$243K -2,275 -98%
CB
322
Community Bank
New York
$5K
EW
323
Evoke Wealth
California
$5K
PWMG
324
Prestige Wealth Management Group
New Jersey
$5K
GWS
325
Glassman Wealth Services
Virginia
$4K -$4.8K -45 -56%

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.