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Royal Gold

401 hedge funds and large institutions have $6.43B invested in Royal Gold in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 135 increasing their positions, 128 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

7% more funds holding

Funds holding: 375401 (+26)

5% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 128

0.34% less ownership

Funds ownership: 80.56%80.22% (-0.34%)

1% less capital invested

Capital invested by funds: $6.48B → $6.43B (-$50.1M)

11% less call options, than puts

Call options by funds: $133M | Put options by funds: $150M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
401
Holders Change
+26
Holders Change %
+6.93%
% of All Funds
7.9%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.1%
New
75
Increased
135
Reduced
128
Closed
38
Calls
$133M
Puts
$150M
Net Calls
-$16.9M
Net Calls Change
-$63.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
351
Huntington National Bank
Ohio
$25K +$23.7K +200 +20,000%
WQ
352
Wealth Quarterback
New Jersey
$24.6K +$23.8K +201 New
CT
353
Caldwell Trust
Florida
$24.4K +$23.7K +200 New
GGHC
354
Gilder Gagnon Howe & Co
New York
$24K
LB
355
Legacy Bridge
Iowa
$24K
WT
356
Whittier Trust
California
$24K
RIA
357
Realta Investment Advisors
Delaware
$23K
ETI
358
Enterprise Trust & Investment
California
$21K
LC
359
Lindbrook Capital
California
$21K
JFA
360
JNBA Financial Advisors
Minnesota
$18K
PCG
361
Private Capital Group
Connecticut
$17K +$14.6K +123 +683%
KPW
362
Kore Private Wealth
New York
$17K +$16.7K +141 New
CFN
363
Cordasco Financial Network
Florida
$15K
CIA
364
CSat Investment Advisory
Michigan
$15K +$1.18K +10 +9%
GAM
365
Gemmer Asset Management
California
$14K
CFG
366
Citizens Financial Group
Rhode Island
$14K +$13.1K +111 New
SWA
367
Sutton Wealth Advisors
Florida
$12.2K
CCM
368
Cribstone Capital Management
Maine
$12K
First Manhattan
369
First Manhattan
New York
$12K
HCM
370
Highlander Capital Management
New Jersey
$12K
EWM
371
EPG Wealth Management
Georgia
$12K +$11.8K +100 New
HIA
372
Harbor Investment Advisory
Maryland
$12K +$11.8K +100 New
WAS
373
Winch Advisory Services
Wisconsin
$11K
TCM
374
Tradewinds Capital Management
Washington
$10K +$118 +1 +1%
TFO
375
Tarbox Family Office
California
$9K

RGLD Hedge Fund Activity: Q4 2019 in Review

401 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q4 2019, worth a combined $6.43B — down 0.77% from $6.48B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new RGLD positions and 38 closed out — a net gain of 37 holders — while 135 added to existing stakes and 128 trimmed.

The largest buyer was Bank of America, adding an estimated $27.1M. The largest seller was St. James Investment Company, exiting entirely with an estimated $45.7M sold.

  • 401 institutional investors held Royal Gold (RGLD) as of Q4 2019, up from 375 in Q3 2019.
  • Funds reported $6.43B of Royal Gold stock for Q4 2019, down 0.77% quarter-over-quarter.
  • 75 funds opened new Royal Gold positions in Q4 2019 and 38 closed out, a net change of +37 holders.
  • The largest Royal Gold buyer in Q4 2019 was Bank of America, an estimated $27.1M added.
  • The largest Royal Gold seller in Q4 2019 was St. James Investment Company, an estimated $45.7M sold.

Based on aggregated 13F filings for Q4 2019.