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Royal Gold

432 hedge funds and large institutions have $6.27B invested in Royal Gold in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 122 increasing their positions, 159 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $122M | Put options by funds: $72.8M

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 411432 (+21)

2.57% less ownership

Funds ownership: 85.6%83.03% (-2.6%)

14% less capital invested

Capital invested by funds: $7.29B → $6.27B (-$1.02B)

23% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 159

Holders
432
Holders Change
+21
Holders Change %
+5.11%
% of All Funds
6.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
59
Increased
122
Reduced
159
Closed
37
Calls
$122M
Puts
$72.8M
Net Calls
+$48.8M
Net Calls Change
-$43.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
301
Man Group
United Kingdom
$240K +$269K +2,092 New
AWM
302
AE Wealth Management
Kansas
$236K +$60.3K +469 +30%
WG
303
Winton Group
United Kingdom
$233K -$1.02M -7,963 -80%
Assenagon Asset Management
304
Assenagon Asset Management
Luxembourg
$232K -$40.9K -318 -14%
SMC
305
Smith, Moore & Co
Missouri
$232K +$12.9K +100 +5%
OTL
306
Oak Thistle LLC
New York
$232K +$260K +2,017 New
MCM
307
Marathon Capital Management
Maryland
$230K -$27.3K -212 -10%
RPA
308
Rock Point Advisors
Vermont
$230K
FSA
309
Fort Sheridan Advisors
Illinois
$229K -$6.69K -52 -3%
Koshinski Asset Management
310
Koshinski Asset Management
Illinois
$217K -$9.78K -76 -4%
JWCA
311
J.W. Cole Advisors
Florida
$214K +$515 +4 +0.2%
CIBC World Market
312
CIBC World Market
Ontario, Canada
$213K -$408K -3,172 -63%
CB
313
Cadence Bank
Mississippi
$209K
DBG
314
De Burlo Group
Massachusetts
$207K
CAS
315
CTC Alternative Strategies
Illinois
$207K +$232K +1,800 New
Luther King Capital Management (LKCM)
316
Luther King Capital Management (LKCM)
Texas
$206K -$125K -970 -35%
PCM
317
Perritt Capital Management
Illinois
$205K
AWAU
318
Alliance Wealth Advisors (Utah)
Utah
$202K +$8.49K +66 +4%
PRC
319
Pearl River Capital
Michigan
$202K -$58.3K -453 -20%
IIL
320
Insight Inv LLC
California
$202K
TI
321
Tidal Investments
Wisconsin
$202K +$227K +1,762 New
HCM
322
Hollencrest Capital Management
California
$200K
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$175K +$128K +995 +190%
AIM
324
Anchor Investment Management
South Carolina
$164K
BC
325
Bartlett & Co
Ohio
$132K +$148K +1,150 New

RGLD Hedge Fund Activity: Q2 2023 in Review

432 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q2 2023, worth a combined $6.27B — down 14% from $7.29B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new RGLD positions and 37 closed out — a net gain of 22 holders — while 122 added to existing stakes and 159 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $35.2M. The largest seller was State Street, cutting an estimated $61.9M.

  • 432 institutional investors held Royal Gold (RGLD) as of Q2 2023, up from 411 in Q1 2023.
  • Funds reported $6.27B of Royal Gold stock for Q2 2023, down 14% quarter-over-quarter.
  • 59 funds opened new Royal Gold positions in Q2 2023 and 37 closed out, a net change of +22 holders.
  • The largest Royal Gold buyer in Q2 2023 was Citadel Advisors, an estimated $35.2M added.
  • The largest Royal Gold seller in Q2 2023 was State Street, an estimated $61.9M sold.

Based on aggregated 13F filings for Q2 2023.