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Royal Gold

353 hedge funds and large institutions have $5.61B invested in Royal Gold in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 140 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more call options, than puts

Call options by funds: $114M | Put options by funds: $84.7M

1.49% more ownership

Funds ownership: 78.2%79.69% (+1.5%)

3% more capital invested

Capital invested by funds: $5.45B → $5.61B (+$163M)

9% less funds holding

Funds holding: 387353 (-34)

19% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 140

46% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 68

Holders
353
Holders Change
-34
Holders Change %
-8.79%
% of All Funds
6.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
113
Reduced
140
Closed
68
Calls
$114M
Puts
$84.7M
Net Calls
+$29.4M
Net Calls Change
+$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
326
Berman Capital Advisors
Georgia
$4K -$427 -4 -10%
CWA
327
Clearview Wealth Advisors
Oregon
$4K +$107 +1 +3%
OSAM
328
O'Shaughnessy Asset Management
Connecticut
$4K +$747 +7 +27%
TWA
329
TCI Wealth Advisors
Arizona
$4K +$3.63K +34 +680%
ED
330
Exane Derivatives
France
$3.23K
PFGIA
331
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$2.77K -26 -45%
JWM
332
Janiczek Wealth Management
Colorado
$3K -$1.92K -18 -42%
CCA
333
Column Capital Advisors
Indiana
$3K
FRA
334
Front Row Advisors
California
$3K
TFO
335
Tarbox Family Office
California
$3K
CA
336
Centerpoint Advisors
Massachusetts
$3K +$2.67K +25 New
Nisa Investment Advisors
337
Nisa Investment Advisors
Missouri
$2.87K -$6.68M -62,668 -70%
PFBT
338
Parkside Financial Bank & Trust
Missouri
$2K -$1.22M -11,405 -100%
FCA
339
FinTrust Capital Advisors
South Carolina
$2K
MAM
340
Meeder Asset Management
Ohio
$2K +$1.71K +16 New
FIA
341
FNY Investment Advisers
New York
$2K +$2.13K +20 New
AssetMark Inc
342
AssetMark Inc
California
$1K -$747 -7 -47%
BWM
343
BerganKDV Wealth Management
Minnesota
$1K
MPWT
344
MassMutual Private Wealth & Trust
Connecticut
$1K +$533 +5 New
SFS
345
Sowell Financial Services
Arkansas
$1K +$533 +5 New
MWP
346
Meridian Wealth Partners
Pennsylvania
$1K +$1.17K +11 New
GEA
347
Glen Eagle Advisors
New Jersey
$551 +$533 +5 New
Capital Fund Management (CFM)
348
Capital Fund Management (CFM)
France
-$5.61M -52,722 Closed
Balyasny Asset Management
349
Balyasny Asset Management
Illinois
-$4.96M -46,605 Closed
MSA
350
Mason Street Advisors
Wisconsin
-$3.73M -35,038 Closed

RGLD Hedge Fund Activity: Q1 2021 in Review

353 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q1 2021, worth a combined $5.61B — up 3% from $5.45B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of RGLD and 37 opened new positions — a net loss of 31 holders — while 140 trimmed existing stakes and 113 added.

The largest buyer was Morgan Stanley, adding an estimated $128M. The largest seller was VanEck Associates, cutting an estimated $69.2M.

  • 353 institutional investors held Royal Gold (RGLD) as of Q1 2021, down from 387 in Q4 2020.
  • Funds reported $5.61B of Royal Gold stock for Q1 2021, up 3% quarter-over-quarter.
  • 37 funds opened new Royal Gold positions in Q1 2021 and 68 closed out, a net change of -31 holders.
  • The largest Royal Gold buyer in Q1 2021 was Morgan Stanley, an estimated $128M added.
  • The largest Royal Gold seller in Q1 2021 was VanEck Associates, an estimated $69.2M sold.

Based on aggregated 13F filings for Q1 2021.