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Royal Gold

396 hedge funds and large institutions have $6.29B invested in Royal Gold in 2020 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 109 increasing their positions, 153 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 33

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

38% more capital invested

Capital invested by funds: $4.57B → $6.29B (+$1.73B)

9% more funds holding

Funds holding: 362396 (+34)

5% more call options, than puts

Call options by funds: $124M | Put options by funds: $118M

2.11% less ownership

Funds ownership: 79.77%77.66% (-2.1%)

29% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 153

Holders
396
Holders Change
+34
Holders Change %
+9.39%
% of All Funds
8.12%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
69
Increased
109
Reduced
153
Closed
33
Calls
$124M
Puts
$118M
Net Calls
+$5.6M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
101
AssetMark Inc
California
$5M -$290K -2,398 -6%
MIM
102
MetLife Investment Management
New Jersey
$4.84M +$156K +1,295 +3%
SEI Investments
103
SEI Investments
Pennsylvania
$4.79M -$1.8M -14,915 -28%
FAM
104
Fulcrum Asset Management
United Kingdom
$4.75M +$4.33M +35,846 New
Canada Life
105
Canada Life
Manitoba, Canada
$4.59M -$1.5M -12,450 -25%
MSA
106
Mason Street Advisors
Wisconsin
$4.47M +$127K +1,051 +3%
LPL Financial
107
LPL Financial
California
$4.42M -$143K -1,187 -3%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.32M -$163K -1,346 -4%
Marshall Wace
109
Marshall Wace
United Kingdom
$4.15M +$1.61M +13,344 +67%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$4.05M +$118K +977 +3%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$3.97M
Osaic Holdings
112
Osaic Holdings
Arizona
$3.91M -$32M -264,844 -89%
BL
113
BCWM LLC
Kansas
$3.88M +$110K +907 +3%
Barclays
114
Barclays
United Kingdom
$3.85M -$4.99M -41,344 -57%
EGM
115
Engineers Gate Manager
New York
$3.71M +$3.61M +29,859 New
First Trust Advisors
116
First Trust Advisors
Illinois
$3.69M +$2.45M +20,287 +215%
William Blair & Company
117
William Blair & Company
Illinois
$3.65M -$6.04K -50 -0.2%
MWNA
118
Marshall Wace North America
New York
$3.27M +$3.17M +26,277 New
KGI
119
Kopernik Global Investors
Florida
$3.17M -$519K -4,297 -14%
Voloridge Investment Management
120
Voloridge Investment Management
Florida
$3.1M +$1.21M +9,980 +67%
OPERF
121
Oregon Public Employees Retirement Fund
Oregon
$3.03M -$36.2K -300 -1%
LCP
122
Legacy Capital Partners
Wisconsin
$3.01M -$34.1K -282 -1%
SOMRS
123
State of Michigan Retirement System
Michigan
$2.97M +$687K +5,687 +31%
HSA
124
Hussman Strategic Advisors
Maryland
$2.94M -$1.16M -9,575 -29%
SG Americas Securities
125
SG Americas Securities
New York
$2.92M +$1.82M +15,062 +178%

RGLD Hedge Fund Activity: Q2 2020 in Review

396 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q2 2020, worth a combined $6.29B — up 38% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new RGLD positions and 33 closed out — a net gain of 36 holders — while 109 added to existing stakes and 153 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $77.9M. The largest seller was Capital World Investors, cutting an estimated $99.7M.

  • 396 institutional investors held Royal Gold (RGLD) as of Q2 2020, up from 362 in Q1 2020.
  • Funds reported $6.29B of Royal Gold stock for Q2 2020, up 38% quarter-over-quarter.
  • 69 funds opened new Royal Gold positions in Q2 2020 and 33 closed out, a net change of +36 holders.
  • The largest Royal Gold buyer in Q2 2020 was Morgan Stanley, an estimated $77.9M added.
  • The largest Royal Gold seller in Q2 2020 was Capital World Investors, an estimated $99.7M sold.

Based on aggregated 13F filings for Q2 2020.