We are live on ! Find out more
RGLD icon

Royal Gold

410 hedge funds and large institutions have $5.81B invested in Royal Gold in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 115 increasing their positions, 168 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $93.1M | Put options by funds: $64.1M

0.09% more ownership

Funds ownership: 83.03%83.12% (+0.09%)

5% less funds holding

Funds holding: 432410 (-22)

7% less capital invested

Capital invested by funds: $6.27B → $5.81B (-$457M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

32% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 168

36% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 59

Holders
410
Holders Change
-22
Holders Change %
-5.09%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
38
Increased
115
Reduced
168
Closed
59
Calls
$93.1M
Puts
$64.1M
Net Calls
+$29M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$13M +$3.36M +29,531 +32%
HA
52
Heartland Advisors
Wisconsin
$12.2M -$612K -5,384 -5%
EPAM
53
Euro Pacific Asset Management
Puerto Rico
$12.2M +$8.18K +72 +0.1%
OA
54
Oxbow Advisors
Texas
$11.5M +$11.7M +102,676 +1,983%
Goldman Sachs
55
Goldman Sachs
New York
$11.4M +$681K +5,993 +6%
Ameriprise
56
Ameriprise
Minnesota
$11.3M -$13.9M -122,519 -54%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$10.6M -$18.6M -164,061 -64%
AllianceBernstein
58
AllianceBernstein
Tennessee
$10.3M -$325K -2,857 -3%
USGIU
59
U.S. Global Investors (USGI)
Texas
$9.87M -$640K -5,629 -6%
AIG
60
American International Group
New York
$9.84M -$740K -6,514 -7%
CM
61
Crestline Management
Texas
$9.3M +$2.75M +24,165 +38%
Wells Fargo
62
Wells Fargo
California
$9.09M -$142K -1,245 -1%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$9.01M -$27.6K -243 -0.3%
AQR Capital Management
64
AQR Capital Management
Connecticut
$8.87M +$2.91M +25,643 +44%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$8.72M -$298K -2,618 -3%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$8.58M -$6.43M -56,560 -41%
First Trust Advisors
67
First Trust Advisors
Illinois
$8.48M +$3.19M +28,099 +54%
RJA
68
Raymond James & Associates
Florida
$8.33M -$1.24M -10,937 -12%
Bessemer Group
69
Bessemer Group
New Jersey
$7.95M -$455 -4 -0%
SI
70
Sprott Inc
Ontario, Canada
$7.83M -$24.4K -215 -0.3%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$7.73M -$804K -7,073 -9%
CRC
72
Curi RMB Capital
Illinois
$7.62M +$169K +1,486 +2%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$7.61M
Mackenzie Financial
74
Mackenzie Financial
Ontario, Canada
$7.37M -$1.68M -14,778 -17%
Balyasny Asset Management
75
Balyasny Asset Management
Illinois
$7.11M -$25.2M -221,432 -77%

RGLD Hedge Fund Activity: Q3 2023 in Review

410 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q3 2023, worth a combined $5.81B — down 7.3% from $6.27B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of RGLD and 38 opened new positions — a net loss of 21 holders — while 168 trimmed existing stakes and 115 added.

The largest buyer was Capital World Investors, adding an estimated $184M. The largest seller was Norges Bank, cutting an estimated $104M.

  • 410 institutional investors held Royal Gold (RGLD) as of Q3 2023, down from 432 in Q2 2023.
  • Funds reported $5.81B of Royal Gold stock for Q3 2023, down 7.3% quarter-over-quarter.
  • 38 funds opened new Royal Gold positions in Q3 2023 and 59 closed out, a net change of -21 holders.
  • The largest Royal Gold buyer in Q3 2023 was Capital World Investors, an estimated $184M added.
  • The largest Royal Gold seller in Q3 2023 was Norges Bank, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2023.