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Royal Gold

410 hedge funds and large institutions have $5.81B invested in Royal Gold in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 115 increasing their positions, 168 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $93.1M | Put options by funds: $64.1M

0.09% more ownership

Funds ownership: 83.03%83.12% (+0.09%)

5% less funds holding

Funds holding: 432410 (-22)

7% less capital invested

Capital invested by funds: $6.27B → $5.81B (-$457M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

32% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 168

36% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 59

Holders
410
Holders Change
-22
Holders Change %
-5.09%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
38
Increased
115
Reduced
168
Closed
59
Calls
$93.1M
Puts
$64.1M
Net Calls
+$29M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
301
Anchor Investment Management
South Carolina
$152K
CFB
302
Cullen/Frost Bankers
Texas
$146K +$99.5K +875 +175%
BCWM
303
Bartlett & Co Wealth Management
Ohio
$122K
BC
304
Bartlett & Co
Ohio
$122K
KBC Group
305
KBC Group
Belgium
$112K +$120K +1,054 New
DZ Bank
306
DZ Bank
Germany
$108K -$303K -2,665 -72%
DekaBank Deutsche Girozentrale
307
DekaBank Deutsche Girozentrale
Germany
$108K +$116K +1,019 New
S
308
SignatureFD
Georgia
$108K +$9.55K +84 +9%
WTC
309
WhitTier Trust Company
Nevada
$106K
HT
310
Headlands Technologies
Illinois
$104K -$129K -1,137 -54%
UB
311
UMB Bank
Missouri
$101K
SSB
312
Sandy Spring Bank
Maryland
$99.6K
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$98.7K -$2.73K -24 -3%
BWM
314
Baystate Wealth Management
Massachusetts
$82.2K +$114 +1 +0.1%
C
315
Covestor
United Kingdom
$82K +$18.3K +161 +26%
SWM
316
Spire Wealth Management
Virginia
$77K
AA
317
Ancora Advisors
Ohio
$74.4K
GCM
318
Gables Capital Management
Florida
$74.4K
BCM
319
Birch Capital Management
Texas
$72.9K
SPIA
320
Steward Partners Investment Advisory
New York
$61.7K +$11.4K +100 +21%
HI
321
Harbour Investments
Wisconsin
$54.6K +$227 +2 +0.4%
NA
322
NewEdge Advisors
Louisiana
$54.5K -$26K -229 -31%
GRP
323
Global Retirement Partners
California
$53.4K +$227 +2 +0.4%
MHR
324
Matthew Hamilton Rosenberg
$51.7K -$796 -7 -1%
CAS
325
Coppell Advisory Solutions
Texas
$51.6K +$45.5K +400 +690%

RGLD Hedge Fund Activity: Q3 2023 in Review

410 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q3 2023, worth a combined $5.81B — down 7.3% from $6.27B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of RGLD and 38 opened new positions — a net loss of 21 holders — while 168 trimmed existing stakes and 115 added.

The largest buyer was Capital World Investors, adding an estimated $184M. The largest seller was Norges Bank, cutting an estimated $104M.

  • 410 institutional investors held Royal Gold (RGLD) as of Q3 2023, down from 432 in Q2 2023.
  • Funds reported $5.81B of Royal Gold stock for Q3 2023, down 7.3% quarter-over-quarter.
  • 38 funds opened new Royal Gold positions in Q3 2023 and 59 closed out, a net change of -21 holders.
  • The largest Royal Gold buyer in Q3 2023 was Capital World Investors, an estimated $184M added.
  • The largest Royal Gold seller in Q3 2023 was Norges Bank, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2023.