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Royal Gold
RGLD

269 hedge funds and large institutions have $3.96B invested in Royal Gold in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 74

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

11% more capital invested

Capital invested by funds: $3.55B → $3.96B (+$407M)

2% more funds holding

Funds holding: 264 → 269 (+5)

10% more call options, than puts

Call options by funds: $91M | Put options by funds: $82.9M

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.1% less ownership

Funds ownership: 74.53% → 74.44% (-0.1%)

Holders
269
Holders Change
+5
Holders Change %
+1.89%
% of All Funds
6.71%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
32
Increased
106
Reduced
74
Closed
26
Calls
$91M
Puts
$82.9M
Net Calls
+$8.15M
Net Calls Change
+$27.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$64M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$20.2M
3
JP Morgan Chase
JP Morgan Chase
New York
+$18.6M
4
Deutsche Bank
Deutsche Bank
Germany
+$13.6M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$13.3M

Top Sellers

1
VanEck Associates
VanEck Associates
New York
-$109M
2
State Street
State Street
Massachusetts
-$17.1M
3
O
OppenheimerFunds
New York
-$16.8M
4
Norges Bank
Norges Bank
Norway
-$15M
5
Wells Fargo
Wells Fargo
California
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$25.1M +$18.6M +247,646 +336%
CS
27
Credit Suisse
Switzerland
$23.1M +$12.6M +167,987 +132%
Principal Financial Group
28
Principal Financial Group
Iowa
$23M +$888K +11,795 +4%
TCIM
29
TIAA CREF Investment Management
New York
$22.4M -$1.2M -15,881 -5%
AQR Capital Management
30
AQR Capital Management
Connecticut
$22.3M +$20.2M +268,181 +1,522%
Bank of America
31
Bank of America
North Carolina
$22.1M +$4.74M +62,940 +29%
O
32
OppenheimerFunds
New York
$22M -$16.8M -223,032 -44%
GC
33
Guggenheim Capital
Illinois
$18.6M -$1.57M -20,810 -8%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$18M -$315K -4,184 -2%
Fidelity International
35
Fidelity International
Bermuda
$17.8M +$3.46M +45,895 +25%
Charles Schwab
36
Charles Schwab
California
$17.6M +$1.26M +16,714 +8%
Credit Agricole
37
Credit Agricole
France
$16.7M +$2.96M +39,253 +22%
Ameriprise
38
Ameriprise
Minnesota
$16.6M +$669K +8,883 +4%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$15.8M +$13.3M +176,787 +702%
AGPM
40
ASA Gold & Precious Metals
Maine
$14.9M – – –
Canada Life
41
Canada Life
Manitoba, Canada
$13.5M -$95.3K -1,266 -0.7%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$13.2M +$9.5M +126,206 +299%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$12.4M +$248K +3,300 +2%
Capital Research Global Investors
44
Capital Research Global Investors
California
$12M +$6.59M +87,567 +132%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$11.9M +$572K +7,599 +5%
HI
46
HBK Investments
Texas
$11.7M – – –
AFIA
47
America First Investment Advisors
Nebraska
$11.5M +$264K +3,505 +2%
CG
48
Carmignac Gestion
France
$11.3M -$377K -5,000 -3%
American Century Companies
49
American Century Companies
Missouri
$11.1M +$3.53M +46,900 +49%
Citigroup
50
Citigroup
New York
$10.8M -$2.5M -33,257 -19%
1
2
3 4 5

RGLD Hedge Fund Activity: Q2 2017 in Review

269 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q2 2017, worth a combined $3.96B — up 11% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new RGLD positions and 26 closed out — a net gain of 6 holders — while 106 added to existing stakes and 74 trimmed.

The largest buyer was Capital World Investors, adding an estimated $64M. The largest seller was VanEck Associates, cutting an estimated $109M.

  • 269 institutional investors held Royal Gold (RGLD) as of Q2 2017, up from 264 in Q1 2017.
  • Funds reported $3.96B of Royal Gold stock for Q2 2017, up 11% quarter-over-quarter.
  • 32 funds opened new Royal Gold positions in Q2 2017 and 26 closed out, a net change of +6 holders.
  • The largest Royal Gold buyer in Q2 2017 was Capital World Investors, an estimated $64M added.
  • The largest Royal Gold seller in Q2 2017 was VanEck Associates, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2017.