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Royal Gold

385 hedge funds and large institutions have $6.08B invested in Royal Gold in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 131 increasing their positions, 150 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.15% less ownership

Funds ownership: 77.66%77.51% (-0.15%)

3% less capital invested

Capital invested by funds: $6.29B → $6.08B (-$215M)

3% less funds holding

Funds holding: 396385 (-11)

13% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 150

19% less call options, than puts

Call options by funds: $98.1M | Put options by funds: $121M

22% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 45

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
385
Holders Change
-11
Holders Change %
-2.78%
% of All Funds
7.77%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
35
Increased
131
Reduced
150
Closed
45
Calls
$98.1M
Puts
$121M
Net Calls
-$23.2M
Net Calls Change
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
326
Sonora Investment Management
Arizona
$48K
AF
327
Advisornet Financial
Minnesota
$41K -$6.57K -50 -13%
CAPTRUST Financial Advisors
328
CAPTRUST Financial Advisors
North Carolina
$40K +$23.6K +180 +122%
HR
329
Howe & Rusling
New York
$37K
NFG
330
Next Financial Group
Texas
$37K +$39.9K +304 New
Millennium Management
331
Millennium Management
New York
$32.4K +$3.17M +24,107 +10%
QCG
332
Quadrant Capital Group
Ohio
$30K -$17.1K -130 -34%
LWM
333
Liberty Wealth Management
California
$27K +$131 +1 +0.4%
TFA
334
Toth Financial Advisory
Virginia
$25K
Bessemer Group
335
Bessemer Group
New Jersey
$25K +$3.02K +23 +12%
LB
336
Legacy Bridge
Iowa
$24K
PC
337
Permanens Capital
New York
$24K
WT
338
Whittier Trust
California
$24K
PCG
339
Private Capital Group
Connecticut
$22K +$1.31K +10 +6%
ETI
340
Enterprise Trust & Investment
California
$21K
GT
341
Glenmede Trust
Pennsylvania
$19K +$3.81K +29 +22%
JFA
342
JNBA Financial Advisors
Minnesota
$18K
HIA
343
Harbor Investment Advisory
Maryland
$18K +$6.57K +50 +50%
ST
344
Smithfield Trust
Pennsylvania
$17K +$10.5K +80 +125%
CFN
345
Cordasco Financial Network
Florida
$15K +$131 +1 +0.8%
GAM
346
Gemmer Asset Management
California
$14K
SWA
347
Sutton Wealth Advisors
Florida
$12K
MAM
348
Meeder Asset Management
Ohio
$12K -$1.11M -8,420 -99%
CCM
349
Cribstone Capital Management
Maine
$12K
HCM
350
Highlander Capital Management
New Jersey
$12K

RGLD Hedge Fund Activity: Q3 2020 in Review

385 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q3 2020, worth a combined $6.08B — down 3.4% from $6.29B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of RGLD and 35 opened new positions — a net loss of 10 holders — while 150 trimmed existing stakes and 131 added.

The largest buyer was Fidelity Investments, adding an estimated $72.5M. The largest seller was First Eagle Investment Management, cutting an estimated $42.6M.

  • 385 institutional investors held Royal Gold (RGLD) as of Q3 2020, down from 396 in Q2 2020.
  • Funds reported $6.08B of Royal Gold stock for Q3 2020, down 3.4% quarter-over-quarter.
  • 35 funds opened new Royal Gold positions in Q3 2020 and 45 closed out, a net change of -10 holders.
  • The largest Royal Gold buyer in Q3 2020 was Fidelity Investments, an estimated $72.5M added.
  • The largest Royal Gold seller in Q3 2020 was First Eagle Investment Management, an estimated $42.6M sold.

Based on aggregated 13F filings for Q3 2020.