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Royal Gold

391 hedge funds and large institutions have $5.54B invested in Royal Gold in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 127 increasing their positions, 123 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 45

10% more capital invested

Capital invested by funds: $5.02B → $5.54B (+$520M)

6% more funds holding

Funds holding: 369391 (+22)

3% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 123

0% more call options, than puts

Call options by funds: $67M | Put options by funds: $66.9M

0.23% more ownership

Funds ownership: 80.13%80.36% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
391
Holders Change
+22
Holders Change %
+5.96%
% of All Funds
6.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
71
Increased
127
Reduced
123
Closed
45
Calls
$67M
Puts
$66.9M
Net Calls
+$170K
Net Calls Change
+$7.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
301
Gables Capital Management
Florida
$95K
SWM
302
Spire Wealth Management
Virginia
$80K
SCA
303
Stonebridge Capital Advisors
Minnesota
$74K
AA
304
Ancora Advisors
Ohio
$74K +$70.6K +700 New
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$73K +$70.4K +698 New
S
306
SignatureFD
Georgia
$64K +$8.87K +88 +17%
CFA
307
Carroll Financial Associates
North Carolina
$61K -$1.61K -16 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
308
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$60K
GWM
309
Geneos Wealth Management
Colorado
$59K
NFG
310
Next Financial Group
Texas
$56K +$27.4K +272 +107%
CFB
311
Cullen/Frost Bankers
Texas
$53K
SPIA
312
Steward Partners Investment Advisory
New York
$51K -$29.2K -290 -38%
HI
313
Harbour Investments
Wisconsin
$50K -$11.3K -112 -19%
CA
314
CoreCap Advisors
Michigan
$50K +$47.9K +475 New
CT
315
Caldwell Trust
Florida
$42.1K
AF
316
Advisornet Financial
Minnesota
$41K -$11.1K -110 -22%
AWA
317
Artemis Wealth Advisors
New York
$40.1K +$5.45K +54 +17%
SJIM
318
St. Johns Investment Management
Florida
$39K -$37.8K -375 -50%
PI
319
PEAK6 Investments
Illinois
$38K +$36.6K +363 New
LWCFA
320
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37K +$35.3K +350 New
C
321
Covestor
United Kingdom
$34K +$33K +327 New
OIA
322
Optimum Investment Advisors
Illinois
$33K
Credit Agricole
323
Credit Agricole
France
$32K
EI
324
Ellevest Inc
New York
$30K -$5.45K -54 -16%
STCOSD
325
Sageworth Trust Company of South Dakota
South Dakota
$30K +$28.5K +283 New

RGLD Hedge Fund Activity: Q4 2021 in Review

391 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q4 2021, worth a combined $5.54B — up 10% from $5.02B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new RGLD positions and 45 closed out — a net gain of 26 holders — while 127 added to existing stakes and 123 trimmed.

The largest buyer was Millennium Management, adding an estimated $62.6M. The largest seller was Morgan Stanley, cutting an estimated $210M.

  • 391 institutional investors held Royal Gold (RGLD) as of Q4 2021, up from 369 in Q3 2021.
  • Funds reported $5.54B of Royal Gold stock for Q4 2021, up 10% quarter-over-quarter.
  • 71 funds opened new Royal Gold positions in Q4 2021 and 45 closed out, a net change of +26 holders.
  • The largest Royal Gold buyer in Q4 2021 was Millennium Management, an estimated $62.6M added.
  • The largest Royal Gold seller in Q4 2021 was Morgan Stanley, an estimated $210M sold.

Based on aggregated 13F filings for Q4 2021.