We are live on ! Find out more
RGLD icon

Royal Gold

235 hedge funds and large institutions have $2.1B invested in Royal Gold in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 28

17% more call options, than puts

Call options by funds: $109M | Put options by funds: $93.7M

6% more funds holding

Funds holding: 221235 (+14)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $2.23B → $2.1B (-$125M)

19% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 85

Holders
235
Holders Change
+14
Holders Change %
+6.33%
% of All Funds
6.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
42
Increased
69
Reduced
85
Closed
28
Calls
$109M
Puts
$93.7M
Net Calls
+$15.7M
Net Calls Change
+$776K
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$5.35M +$33K +700 +0.6%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$5.29M -$32.5K -690 -0.6%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$5.23M +$3.02M +64,000 +129%
Wellington Management Group
54
Wellington Management Group
Massachusetts
$5.15M -$4.04M -85,634 -43%
NFA
55
Nationwide Fund Advisors
Ohio
$5.08M -$47.9K -1,016 -0.9%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$4.87M
RJA
57
Raymond James & Associates
Florida
$4.61M +$772K +16,361 +20%
Connor, Clark & Lunn Investment Management (CC&L)
58
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.39M +$3.43M +72,700 +430%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$4.22M -$363K -7,696 -8%
VAM
60
Visium Asset Management
New York
$4.07M +$4.17M +88,440 New
GGHC
61
Gilder Gagnon Howe & Co
New York
$4.03M -$2.39M -50,769 -37%
TA
62
Teachers Advisors
New York
$3.91M +$139K +2,949 +4%
Credit Agricole
63
Credit Agricole
France
$3.84M +$1.87M +39,700 +91%
CS
64
Credit Suisse
Switzerland
$3.79M -$314K -6,660 -7%
Charles Schwab
65
Charles Schwab
California
$3.7M +$326K +6,903 +9%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$3.67M
MSA
67
Mason Street Advisors
Wisconsin
$3.59M +$2.37M +50,188 +180%
TPSF
68
Texas Permanent School Fund
Texas
$3.16M -$17.4K -369 -0.5%
OCM
69
Orrell Capital Management
California
$3.11M +$193K +4,100 +6%
HFS
70
HL Financial Services
Kentucky
$3.05M -$302K -6,401 -9%
AllianceBernstein
71
AllianceBernstein
Tennessee
$3.01M -$147K -3,124 -5%
Federated Hermes
72
Federated Hermes
Pennsylvania
$2.92M +$317K +6,730 +12%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$2.8M -$1.68M -35,523 -37%
Swiss National Bank
74
Swiss National Bank
Switzerland
$2.59M
ProShare Advisors
75
ProShare Advisors
Maryland
$2.55M +$2.16M +45,719 +473%

RGLD Hedge Fund Activity: Q4 2013 in Review

235 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q4 2013, worth a combined $2.1B — down 5.6% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new RGLD positions and 28 closed out — a net gain of 14 holders — while 69 added to existing stakes and 85 trimmed.

The largest buyer was Wells Fargo, adding an estimated $38.5M. The largest seller was Norges Bank, exiting entirely with an estimated $70.5M sold.

  • 235 institutional investors held Royal Gold (RGLD) as of Q4 2013, up from 221 in Q3 2013.
  • Funds reported $2.1B of Royal Gold stock for Q4 2013, down 5.6% quarter-over-quarter.
  • 42 funds opened new Royal Gold positions in Q4 2013 and 28 closed out, a net change of +14 holders.
  • The largest Royal Gold buyer in Q4 2013 was Wells Fargo, an estimated $38.5M added.
  • The largest Royal Gold seller in Q4 2013 was Norges Bank, an estimated $70.5M sold.

Based on aggregated 13F filings for Q4 2013.