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Royal Gold
RGLD

353 hedge funds and large institutions have $5.61B invested in Royal Gold in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 140 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

35% more call options, than puts

Call options by funds: $114M | Put options by funds: $84.7M

1.49% more ownership

Funds ownership: 78.2% → 79.69% (+1.5%)

3% more capital invested

Capital invested by funds: $5.45B → $5.61B (+$163M)

9% less funds holding

Funds holding: 387 → 353 (-34)

19% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 140

46% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 68

Holders
353
Holders Change
-34
Holders Change %
-8.79%
% of All Funds
6.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
113
Reduced
140
Closed
68
Calls
$114M
Puts
$84.7M
Net Calls
+$29.4M
Net Calls Change
+$4.49M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$128M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$87.6M
3
State Street
State Street
Massachusetts
+$38.2M
4
AAMU
Amundi Asset Management US
Massachusetts
+$16.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$15.8M

Top Sellers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
-$69.2M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$27.1M
3
Millennium Management
Millennium Management
New York
-$22.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.4M
5
SI
Sprott Inc
Ontario, Canada
-$17M
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
401
Planned Solutions
California
– -$48K -450 Closed
CG
402
Cutler Group
California
– -$46.9K -440 -99%
PWM
403
Perigon Wealth Management
California
– -$42K -399 Closed
LGA
404
Lebenthal Global Advisors
New York
– -$31K -300 Closed
Loomis, Sayles & Company
405
Loomis, Sayles & Company
Massachusetts
– -$10K -92 Closed
VCG
406
Vantage Consulting Group
Virginia
– -$9K -83 Closed
RPWA
407
Regent Peak Wealth Advisors
Georgia
– -$9K -81 Closed
CCA
408
Childress Capital Advisors
Texas
– -$6K -54 Closed
VAIA
409
Virtus Alternative Investment Advisers
Connecticut
– -$5K -46 Closed
ABC
410
Associated Banc-Corp
Wisconsin
– -$3K -26 Closed
WAS
411
Winch Advisory Services
Wisconsin
– -$3K -25 Closed
PWPS
412
Pinnacle Wealth Planning Services
Ohio
– -$1K -7 Closed
SFO
413
Standard Family Office
South Dakota
– +$213 +2 New
T2I
414
Turim 21 Investimentos
Brazil
– +$320 +3 New
WCM
415
Wealthcare Capital Management
Virginia
– +$427 +4 New
13 14 15 16
17

RGLD Hedge Fund Activity: Q1 2021 in Review

353 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q1 2021, worth a combined $5.61B — up 3% from $5.45B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of RGLD and 37 opened new positions — a net loss of 31 holders — while 140 trimmed existing stakes and 113 added.

The largest buyer was Morgan Stanley, adding an estimated $128M. The largest seller was VanEck Associates, cutting an estimated $69.2M.

  • 353 institutional investors held Royal Gold (RGLD) as of Q1 2021, down from 387 in Q4 2020.
  • Funds reported $5.61B of Royal Gold stock for Q1 2021, up 3% quarter-over-quarter.
  • 37 funds opened new Royal Gold positions in Q1 2021 and 68 closed out, a net change of -31 holders.
  • The largest Royal Gold buyer in Q1 2021 was Morgan Stanley, an estimated $128M added.
  • The largest Royal Gold seller in Q1 2021 was VanEck Associates, an estimated $69.2M sold.

Based on aggregated 13F filings for Q1 2021.