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Royal Gold

432 hedge funds and large institutions have $6.27B invested in Royal Gold in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 122 increasing their positions, 159 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $122M | Put options by funds: $72.8M

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 411432 (+21)

2.57% less ownership

Funds ownership: 85.6%83.03% (-2.6%)

14% less capital invested

Capital invested by funds: $7.29B → $6.27B (-$1.02B)

23% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 159

Holders
432
Holders Change
+21
Holders Change %
+5.11%
% of All Funds
6.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
59
Increased
122
Reduced
159
Closed
37
Calls
$122M
Puts
$72.8M
Net Calls
+$48.8M
Net Calls Change
-$43.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
351
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40.2K
FAM
352
Fred Alger Management
New York
$38.1K +$42.7K +332 New
QC
353
Quent Capital
New York
$36.6K +$515 +4 +1%
GJIA
354
Glass Jacobson Investment Advisors
Maryland
$35.6K +$39.9K +310 New
CFGS
355
Concourse Financial Group Securities
Alabama
$35.6K
Credit Agricole
356
Credit Agricole
France
$34.4K
HIA
357
Harbor Investment Advisory
Maryland
$34.4K
Fifth Third Bancorp
358
Fifth Third Bancorp
Ohio
$34K +$4.38K +34 +13%
AF
359
Advisornet Financial
Minnesota
$32.7K -$129 -1 -0.3%
QL
360
Quarry LP
New York
$31.2K +$35K +272 New
VCM
361
Versant Capital Management
Arizona
$29K
FA
362
Fiduciary Alliance
South Carolina
$28.7K +$32.2K +250 New
HNB
363
Huntington National Bank
Ohio
$28.5K -$1.93K -15 -6%
JFA
364
JNBA Financial Advisors
Minnesota
$28.1K
UIA
365
Ulland Investment Advisors
Minnesota
$28K
CG
366
Cutler Group
California
$27K +$31K +241 New
EIM
367
Essex Investment Management
Massachusetts
$24.1K
TFA
368
Toth Financial Advisory
Virginia
$24.1K -$1.93K -15 -7%
WT
369
Whittier Trust
California
$23K
OP
370
ORG Partners
Indiana
$21K +$23.9K +186 New
Nomura Asset Management
371
Nomura Asset Management
Japan
$20.7K
PP
372
PFS Partners
New Jersey
$20.1K
BTI
373
Blue Trust Inc
Georgia
$19K -$2.7K -21 -13%
OIA
374
Optimum Investment Advisors
Illinois
$18.9K
WWP
375
WR Wealth Planners
Missouri
$17.2K

RGLD Hedge Fund Activity: Q2 2023 in Review

432 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q2 2023, worth a combined $6.27B — down 14% from $7.29B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new RGLD positions and 37 closed out — a net gain of 22 holders — while 122 added to existing stakes and 159 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $35.2M. The largest seller was State Street, cutting an estimated $61.9M.

  • 432 institutional investors held Royal Gold (RGLD) as of Q2 2023, up from 411 in Q1 2023.
  • Funds reported $6.27B of Royal Gold stock for Q2 2023, down 14% quarter-over-quarter.
  • 59 funds opened new Royal Gold positions in Q2 2023 and 37 closed out, a net change of +22 holders.
  • The largest Royal Gold buyer in Q2 2023 was Citadel Advisors, an estimated $35.2M added.
  • The largest Royal Gold seller in Q2 2023 was State Street, an estimated $61.9M sold.

Based on aggregated 13F filings for Q2 2023.