Royal Gold
RGLD
369 hedge funds and large institutions have $5.02B invested in Royal Gold in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 113 increasing their positions, 128 reducing their positions, and 42 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
14% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 42
1% more funds holding
Funds holding: 367 → 369 (+2)
0.07% less ownership
Funds ownership: 80.2% → 80.13% (-0.07%)
11% less call options, than puts
Call options by funds: $57.9M | Put options by funds: $65.3M
12% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 128
16% less capital invested
Capital invested by funds: $5.99B → $5.02B (-$968M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$20.8M |
| 2 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$19.7M |
| 3 |
CA
Capitolis Advisors
New York
|
+$16.1M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$12.2M |
| 5 |
AA
ALPS Advisors
Denver,
Colorado
|
+$9.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$24.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$14.4M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$12.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.8M |
| 5 |
Renaissance Technologies
New York
|
-$9.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PC
401
Permanens Capital
New York
| – | -$23K | -200 | Closed |
|
|
PGWM
402
Parisi Gray Wealth Management
Mendham,
New Jersey
| – | -$9K | -80 | Closed |
|
|
CWP
403
Concord Wealth Partners
Abingdon,
Virginia
| – | -$8K | -69 | Closed |
|
|
EFSCE
404
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$1K | -13 | Closed |
|
|
FMP
405
Financial Management Professionals
Austin,
Texas
| – | -$1K | -13 | Closed |
|
|
FIA
406
FNY Investment Advisers
New York
| – | -$1K | -10 | Closed |
|
|
WPA
407
West Paces Advisors
Atlanta,
Georgia
| – | -$1.03K | -9 | Closed |
|
408
AssetMark Inc
Concord,
California
| – | -$112 | -1 | -50% |
|
|
ZB
409
Zions Bancorporation
Salt Lake City,
Utah
| – | +$448 | +4 | New |
|
|
FHA
410
First Horizon Advisors
Memphis,
Tennessee
| – | +$560 | +5 | New |
|
RGLD Hedge Fund Activity: Q3 2021 in Review
369 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q3 2021, worth a combined $5.02B — down 16% from $5.99B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new RGLD positions and 42 closed out — a net gain of 6 holders — while 113 added to existing stakes and 128 trimmed.
The largest buyer was Northern Trust, adding an estimated $20.8M. The largest seller was Millennium Management, cutting an estimated $24.7M.
- 369 institutional investors held Royal Gold (RGLD) as of Q3 2021, up from 367 in Q2 2021.
- Funds reported $5.02B of Royal Gold stock for Q3 2021, down 16% quarter-over-quarter.
- 48 funds opened new Royal Gold positions in Q3 2021 and 42 closed out, a net change of +6 holders.
- The largest Royal Gold buyer in Q3 2021 was Northern Trust, an estimated $20.8M added.
- The largest Royal Gold seller in Q3 2021 was Millennium Management, an estimated $24.7M sold.
Based on aggregated 13F filings for Q3 2021.