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Royal Gold

410 hedge funds and large institutions have $5.81B invested in Royal Gold in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 115 increasing their positions, 168 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $93.1M | Put options by funds: $64.1M

0.09% more ownership

Funds ownership: 83.03%83.12% (+0.09%)

5% less funds holding

Funds holding: 432410 (-22)

7% less capital invested

Capital invested by funds: $6.27B → $5.81B (-$457M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

32% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 168

36% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 59

Holders
410
Holders Change
-22
Holders Change %
-5.09%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
38
Increased
115
Reduced
168
Closed
59
Calls
$93.1M
Puts
$64.1M
Net Calls
+$29M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NS
351
NBC Securities
Alabama
$21K +$23.3K +205 New
OP
352
ORG Partners
Indiana
$19.8K
Nomura Asset Management
353
Nomura Asset Management
Japan
$19.1K
PP
354
PFS Partners
New Jersey
$18.6K
CAL
355
Capital Analysts LLC
Pennsylvania
$18K +$19K +167 New
OIA
356
Optimum Investment Advisors
Illinois
$17.5K
ST
357
Smithfield Trust
Pennsylvania
$16K
WWP
358
WR Wealth Planners
Missouri
$15.9K
BAAM
359
Baker Avenue Asset Management
California
$15.6K
FCA
360
FinTrust Capital Advisors
South Carolina
$12.9K
KFS
361
Kelly Financial Services
Massachusetts
$11K +$114 +1 +1%
HCM
362
Highlander Capital Management
New Jersey
$11K
AWM
363
Avior Wealth Management
Nebraska
$10.6K
CTC
364
Central Trust Company
Missouri
$10.6K
MFC
365
Mechanics Financial Corp
Ohio
$10.6K
SWA
366
Sutton Wealth Advisors
Florida
$10.6K
WB
367
Webster Bank
Connecticut
$10.6K
HL
368
HeadInvest LLC
Maine
$10.3K +$11.4K +100 New
JWM
369
Janiczek Wealth Management
Colorado
$9.78K +$2.05K +18 +24%
MPWT
370
MassMutual Private Wealth & Trust
Connecticut
$9.57K -$568 -5 -5%
DIP
371
DT Investment Partners
Pennsylvania
$9.57K
BIA
372
Bell Investment Advisors
California
$9.25K -$1.48K -13 -13%
LC
373
Lindbrook Capital
California
$7.87K -$568 -5 -6%
CHC
374
City Holding Co
West Virginia
$7.76K
GG
375
Gleason Group
Kentucky
$7.27K

RGLD Hedge Fund Activity: Q3 2023 in Review

410 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q3 2023, worth a combined $5.81B — down 7.3% from $6.27B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of RGLD and 38 opened new positions — a net loss of 21 holders — while 168 trimmed existing stakes and 115 added.

The largest buyer was Capital World Investors, adding an estimated $184M. The largest seller was Norges Bank, cutting an estimated $104M.

  • 410 institutional investors held Royal Gold (RGLD) as of Q3 2023, down from 432 in Q2 2023.
  • Funds reported $5.81B of Royal Gold stock for Q3 2023, down 7.3% quarter-over-quarter.
  • 38 funds opened new Royal Gold positions in Q3 2023 and 59 closed out, a net change of -21 holders.
  • The largest Royal Gold buyer in Q3 2023 was Capital World Investors, an estimated $184M added.
  • The largest Royal Gold seller in Q3 2023 was Norges Bank, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2023.