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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
PFBT
426
Parkside Financial Bank & Trust
Missouri
$1.38K +$1.03K +8 +200%
DI
427
Disciplined Investments
Oklahoma
$1.38K -$257 -2 -14%
TFA
428
Transamerica Financial Advisors
Florida
$1K
RI
429
Ridgewood Investments
New Jersey
$822
2L
430
25 LLC
Missouri
$490 +$515 +4 New
SS
431
Sunbelt Securities
Texas
$235
CA
432
Cetera Advisors
Colorado
-$3.77M -29,034 Closed
TWC
433
TD Waterhouse Canada
Ontario, Canada
-$3.15M -23,879 Closed
GCM
434
GeoSphere Capital Management
Florida
-$2.59M -20,000 Closed
CIC
435
Chase Investment Counsel
Virginia
-$2M -15,448 Closed
BA
436
Bridgewater Associates
Connecticut
-$1.6M -12,371 Closed
VCM
437
Verger Capital Management
North Carolina
-$1.43M -11,000 Closed
OMC
438
Old Mission Capital
Illinois
-$1.39M -10,691 Closed
DADC
439
D.A. Davidson & Co
Montana
-$1.24M -9,595 Closed
Marshall Wace
440
Marshall Wace
United Kingdom
-$810K -6,245 Closed
UCFA
441
United Capital Financial Advisors
Texas
-$719K -5,543 Closed
Walleye Trading
442
Walleye Trading
New York
-$489K -3,800 Closed
IIM
443
INTECH Investment Management
Florida
-$482K -3,719 Closed
WAM
444
Wakefield Asset Management
Colorado
-$455K -3,511 Closed
CAPTRUST Financial Advisors
445
CAPTRUST Financial Advisors
North Carolina
-$367K -2,830 Closed
JFG
446
Jefferies Financial Group
New York
-$332K -2,556 Closed
Rafferty Asset Management
447
Rafferty Asset Management
New York
-$320K -2,467 Closed
Sumitomo Mitsui Trust Group
448
Sumitomo Mitsui Trust Group
Japan
-$314K -2,424 Closed
JFG
449
JMG Financial Group
Illinois
-$311K -2,400 Closed
NRD
450
Nebula Research & Development
New York
-$301K -2,319 Closed

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.