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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
ST
376
Smithfield Trust
Pennsylvania
$17K
BAAM
377
Baker Avenue Asset Management
California
$16.9K -$14K -109 -43%
FCA
378
FinTrust Capital Advisors
South Carolina
$13.6K
ODG
379
O'Dell Group
Ohio
$12.4K +$13.9K +108 New
HCM
380
Highlander Capital Management
New Jersey
$12K +$129 +1 +1%
KFS
381
Kelly Financial Services
Massachusetts
$11.9K
BIA
382
Bell Investment Advisors
California
$11.5K -$1.29K -10 -9%
AWM
383
Avior Wealth Management
Nebraska
$11.5K
CTC
384
Central Trust Company
Missouri
$11.5K
MFC
385
Mechanics Financial Corp
Ohio
$11.5K
NC
386
NewSquare Capital
Pennsylvania
$11.5K
SWA
387
Sutton Wealth Advisors
Florida
$11.5K
WB
388
Webster Bank
Connecticut
$11.5K
CSB
389
City State Bank
Iowa
$11K
MPWT
390
MassMutual Private Wealth & Trust
Connecticut
$10.9K -$1.03K -8 -8%
DIP
391
DT Investment Partners
Pennsylvania
$10.4K
LC
392
Lindbrook Capital
California
$9.07K +$1.54K +12 +18%
OLVIG
393
Oliver Lagore Vanvalin Investment Group
Michigan
$8.61K +$9.65K +75 New
JWM
394
Janiczek Wealth Management
Colorado
$8.49K +$1.29K +10 +16%
CHC
395
City Holding Co
West Virginia
$8.38K +$9.39K +73 New
GG
396
Gleason Group
Kentucky
$7.83K
CFO
397
CVA Family Office
Colorado
$7.8K +$8.75K +68 New
GIA
398
GHP Investment Advisors
Colorado
$7.51K
IA
399
IFP Advisors
Florida
$7.46K +$901 +7 +12%
EARNEST Partners
400
EARNEST Partners
Georgia
$6.77K

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.