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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
CAS
401
Coppell Advisory Solutions
Texas
$6.6K +$7.46K +58 New
AIC
402
Archer Investment Corporation
Indiana
$6.54K
GWM
403
Geneos Wealth Management
Colorado
$6.31K
FPF
404
First Pacific Financial
Washington
$6.2K +$6.95K +54 New
DAC
405
Dividend Assets Capital
South Carolina
$6K
ICM
406
Islay Capital Management
Texas
$5.74K
PWMG
407
Prestige Wealth Management Group
New Jersey
$5.74K
JWA
408
JFS Wealth Advisors
Pennsylvania
$4.82K -$1.03K -8 -16%
KFI
409
Key Financial Inc
Pennsylvania
$4.48K +$5.02K +39 New
LFG
410
Larson Financial Group
Missouri
$4.36K
HS
411
Horan Securities
United States
$4.25K
CWA
412
Clearview Wealth Advisors
Oregon
$4.03K
EWA
413
EverSource Wealth Advisors
Alabama
$3.56K +$3.6K +28 +933%
CHA
414
Carmichael Hill & Associates
Maryland
$3.44K
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$3.44K
AF
416
Allworth Financial
California
$3.21K
CAL
417
Capital Advisors Ltd
Ohio
$3K -$3.99K -31 -51%
FRA
418
Front Row Advisors
California
$3K
BWL
419
Bogart Wealth LLC
Virginia
$2.87K
RTL
420
Red Tortoise LLC
Georgia
$2.52K
CIA
421
Cape Investment Advisory
Georgia
$2.42K
GWS
422
Glassman Wealth Services
Virginia
$2.3K +$901 +7 +54%
CSC
423
Caldwell Sutter Capital
California
$2.3K +$2.57K +20 New
SIC
424
SJS Investment Consulting
Ohio
$1.61K -$129 -1 -7%
MRCM
425
M&R Capital Management
New Jersey
$1.61K

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.