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Royal Gold

391 hedge funds and large institutions have $5.54B invested in Royal Gold in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 127 increasing their positions, 123 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 45

10% more capital invested

Capital invested by funds: $5.02B → $5.54B (+$520M)

6% more funds holding

Funds holding: 369391 (+22)

3% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 123

0% more call options, than puts

Call options by funds: $67M | Put options by funds: $66.9M

0.23% more ownership

Funds ownership: 80.13%80.36% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
391
Holders Change
+22
Holders Change %
+5.96%
% of All Funds
6.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
71
Increased
127
Reduced
123
Closed
45
Calls
$67M
Puts
$66.9M
Net Calls
+$170K
Net Calls Change
+$7.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LB
351
Legacy Bridge
Iowa
$11K
ODG
352
O'Dell Group
Ohio
$11K
SC
353
SouthState Corp
Florida
$11K
BHWM
354
Beaird Harris Wealth Management
Texas
$11K +$10.1K +100 New
CSB
355
City State Bank
Iowa
$11K +$10.1K +100 New
MFC
356
Mechanics Financial Corp
Ohio
$11K +$10.1K +100 New
KFS
357
Kelly Financial Services
Massachusetts
$10.7K +$101 +1 +1%
RPCONE
358
Retirement Planning Company of New England
Rhode Island
$10K +$10.1K +100 New
ST
359
Sageworth Trust
Pennsylvania
$9K -$28.7K -285 -77%
CMBA
360
C.M. Bidwell & Associates
Hawaii
$9K
TWA
361
TCI Wealth Advisors
Arizona
$8K -$2.22K -22 -22%
BIA
362
Bell Investment Advisors
California
$8K +$1.51K +15 +23%
Manulife (Manufacturers Life Insurance)
363
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.8K -$135K -1,342 -2%
LC
364
Lindbrook Capital
California
$6K -$2.82K -28 -32%
EARNEST Partners
365
EARNEST Partners
Georgia
$6K
IA
366
IFP Advisors
Florida
$6K +$403 +4 +7%
BWM
367
BerganKDV Wealth Management
Minnesota
$6K +$4.64K +46 +657%
AIC
368
Archer Investment Corporation
Indiana
$6K
DAC
369
Dividend Assets Capital
South Carolina
$5K
EW
370
Evoke Wealth
California
$5K
ICM
371
Islay Capital Management
Texas
$5K
PWMG
372
Prestige Wealth Management Group
New Jersey
$5K
LSA
373
Leonteq Securities AG
Switzerland
$4.1K -$4.74K -47 -55%
Bessemer Group
374
Bessemer Group
New Jersey
$4K -$302 -3 -8%
CWA
375
Clearview Wealth Advisors
Oregon
$4K

RGLD Hedge Fund Activity: Q4 2021 in Review

391 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q4 2021, worth a combined $5.54B — up 10% from $5.02B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new RGLD positions and 45 closed out — a net gain of 26 holders — while 127 added to existing stakes and 123 trimmed.

The largest buyer was Millennium Management, adding an estimated $62.6M. The largest seller was Morgan Stanley, cutting an estimated $210M.

  • 391 institutional investors held Royal Gold (RGLD) as of Q4 2021, up from 369 in Q3 2021.
  • Funds reported $5.54B of Royal Gold stock for Q4 2021, up 10% quarter-over-quarter.
  • 71 funds opened new Royal Gold positions in Q4 2021 and 45 closed out, a net change of +26 holders.
  • The largest Royal Gold buyer in Q4 2021 was Millennium Management, an estimated $62.6M added.
  • The largest Royal Gold seller in Q4 2021 was Morgan Stanley, an estimated $210M sold.

Based on aggregated 13F filings for Q4 2021.