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Royal Gold

461 hedge funds and large institutions have $6.94B invested in Royal Gold in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 41

46% more call options, than puts

Call options by funds: $134M | Put options by funds: $91.4M

3% more funds holding

Funds holding: 447461 (+14)

4% more capital invested

Capital invested by funds: $6.65B → $6.94B (+$289M)

0.99% more ownership

Funds ownership: 83.31%84.29% (+0.99%)

7% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 162

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
461
Holders Change
+14
Holders Change %
+3.13%
% of All Funds
6.66%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
60
Increased
151
Reduced
162
Closed
41
Calls
$134M
Puts
$91.4M
Net Calls
+$42.2M
Net Calls Change
-$64M
Name Holding Trade Value Shares
Change
Change in
Stake
EPAM
51
Euro Pacific Asset Management
Puerto Rico
$15M +$195K +1,564 +1%
AA
52
Armor Advisors
New York
$14.9M -$606K -4,856 -4%
WAM
53
Weiss Asset Management
Massachusetts
$14.6M +$14.6M +116,597 New
BWP
54
Barlow Wealth Partners
Kentucky
$14.1M +$383K +3,067 +3%
OA
55
Oxbow Advisors
Texas
$14M +$264K +2,112 +2%
Amundi
56
Amundi
France
$12.8M -$19.4M -155,007 -61%
Ameriprise
57
Ameriprise
Minnesota
$12.1M -$212K -1,702 -2%
AllianceBernstein
58
AllianceBernstein
Tennessee
$11.8M -$370K -2,966 -3%
UBS Group
59
UBS Group
Switzerland
$11.4M -$423K -3,388 -4%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$11.4M -$776K -6,215 -6%
HKAM
61
Horizon Kinetics Asset Management
New York
$11.1M -$83.8K -671 -0.7%
USGIU
62
U.S. Global Investors (USGI)
Texas
$11.1M -$29K -232 -0.3%
Citadel Advisors
63
Citadel Advisors
Florida
$11.1M -$3.42M -27,393 -24%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$10.9M +$575K +4,608 +6%
MC
65
Muhlenkamp & Co
Pennsylvania
$10.8M +$22.6K +181 +0.2%
MAM
66
Martingale Asset Management
Massachusetts
$10.6M -$639K -5,118 -6%
CF
67
Corebridge Financial
Texas
$10.4M +$10.4M +83,143 New
CM
68
Crestline Management
Texas
$10.4M +$7.06M +56,570 +213%
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$10.2M -$170K -1,361 -2%
Wellington Management Group
70
Wellington Management Group
Massachusetts
$9.68M +$2.83M +22,649 +41%
AA
71
ALPS Advisors
Colorado
$9.64M -$1.67M -13,340 -15%
First Trust Advisors
72
First Trust Advisors
Illinois
$9.48M +$132K +1,057 +1%
CRC
73
Curi RMB Capital
Illinois
$8.9M -$542K -4,339 -6%
RJA
74
Raymond James & Associates
Florida
$8.79M -$39K -312 -0.4%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$8.78M -$125K -1,000 -1%

RGLD Hedge Fund Activity: Q2 2024 in Review

461 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q2 2024, worth a combined $6.94B — up 4.3% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new RGLD positions and 41 closed out — a net gain of 19 holders — while 151 added to existing stakes and 162 trimmed.

The largest buyer was Capital World Investors, adding an estimated $65M. The largest seller was VanEck Associates, cutting an estimated $125M.

  • 461 institutional investors held Royal Gold (RGLD) as of Q2 2024, up from 447 in Q1 2024.
  • Funds reported $6.94B of Royal Gold stock for Q2 2024, up 4.3% quarter-over-quarter.
  • 60 funds opened new Royal Gold positions in Q2 2024 and 41 closed out, a net change of +19 holders.
  • The largest Royal Gold buyer in Q2 2024 was Capital World Investors, an estimated $65M added.
  • The largest Royal Gold seller in Q2 2024 was VanEck Associates, an estimated $125M sold.

Based on aggregated 13F filings for Q2 2024.