We are live on ! Find out more
RGLD icon

Royal Gold

396 hedge funds and large institutions have $6.29B invested in Royal Gold in 2020 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 109 increasing their positions, 153 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 33

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

38% more capital invested

Capital invested by funds: $4.57B → $6.29B (+$1.73B)

9% more funds holding

Funds holding: 362396 (+34)

5% more call options, than puts

Call options by funds: $124M | Put options by funds: $118M

2.11% less ownership

Funds ownership: 79.77%77.66% (-2.1%)

29% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 153

Holders
396
Holders Change
+34
Holders Change %
+9.39%
% of All Funds
8.12%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
69
Increased
109
Reduced
153
Closed
33
Calls
$124M
Puts
$118M
Net Calls
+$5.6M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
326
Steward Partners Investment Advisory
New York
$89K +$25.7K +213 +42%
S
327
SignatureFD
Georgia
$81K -$26.1K -216 -25%
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$79K
APA
329
American Portfolios Advisors
New York
$76.8K -$33.1K -274 -31%
GWM
330
Geneos Wealth Management
Colorado
$73K -$26K -215 -26%
OSAM
331
O'Shaughnessy Asset Management
Connecticut
$69K -$37.4K -310 -36%
EMFAT
332
Emerald Mutual Fund Advisers Trust
Pennsylvania
$67K +$65.1K +539 New
SC
333
Solstein Capital
California
$66K +$64K +530 New
FHA
334
Flagship Harbor Advisors
Massachusetts
$60K -$11.5K -95 -16%
VCM
335
Versant Capital Management
Arizona
$57K -$3.98K -33 -7%
CIA
336
CSat Investment Advisory
Michigan
$55K +$35.5K +294 +197%
CTC
337
Central Trust Company
Missouri
$50K
SIM
338
Sonora Investment Management
Arizona
$50K
CT
339
Caldwell Trust
Florida
$49.7K
AF
340
Advisornet Financial
Minnesota
$48K -$12.1K -100 -20%
QCG
341
Quadrant Capital Group
Ohio
$47K -$41.4K -343 -48%
SI
342
Sprott Inc
Ontario, Canada
$39.2K +$34.4M +284,476 +928%
HR
343
Howe & Rusling
New York
$38K
LWM
344
Liberty Wealth Management
California
$28K
TFA
345
Toth Financial Advisory
Virginia
$26K
LB
346
Legacy Bridge
Iowa
$25K
PC
347
Permanens Capital
New York
$25K
WT
348
Whittier Trust
California
$25K
Bessemer Group
349
Bessemer Group
New Jersey
$23K +$2.78K +23 +14%
PCG
350
Private Capital Group
Connecticut
$22K +$2.17K +18 +11%

RGLD Hedge Fund Activity: Q2 2020 in Review

396 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q2 2020, worth a combined $6.29B — up 38% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new RGLD positions and 33 closed out — a net gain of 36 holders — while 109 added to existing stakes and 153 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $77.9M. The largest seller was Capital World Investors, cutting an estimated $99.7M.

  • 396 institutional investors held Royal Gold (RGLD) as of Q2 2020, up from 362 in Q1 2020.
  • Funds reported $6.29B of Royal Gold stock for Q2 2020, up 38% quarter-over-quarter.
  • 69 funds opened new Royal Gold positions in Q2 2020 and 33 closed out, a net change of +36 holders.
  • The largest Royal Gold buyer in Q2 2020 was Morgan Stanley, an estimated $77.9M added.
  • The largest Royal Gold seller in Q2 2020 was Capital World Investors, an estimated $99.7M sold.

Based on aggregated 13F filings for Q2 2020.