We are live on ! Find out more
RGLD icon

Royal Gold

353 hedge funds and large institutions have $5.61B invested in Royal Gold in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 140 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more call options, than puts

Call options by funds: $114M | Put options by funds: $84.7M

1.49% more ownership

Funds ownership: 78.2%79.69% (+1.5%)

3% more capital invested

Capital invested by funds: $5.45B → $5.61B (+$163M)

9% less funds holding

Funds holding: 387353 (-34)

19% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 140

46% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 68

Holders
353
Holders Change
-34
Holders Change %
-8.79%
% of All Funds
6.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
113
Reduced
140
Closed
68
Calls
$114M
Puts
$84.7M
Net Calls
+$29.4M
Net Calls Change
+$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$3.36M -$185K -1,730 -5%
LPL Financial
102
LPL Financial
California
$3.3M -$163K -1,532 -5%
SG Americas Securities
103
SG Americas Securities
New York
$3.21M -$1.08M -10,103 -25%
William Blair & Company
104
William Blair & Company
Illinois
$3.13M
RA
105
Royce & Associates
New York
$3.04M -$2.22M -20,851 -43%
Truist Financial
106
Truist Financial
North Carolina
$3M +$2.67M +25,011 +880%
WG
107
Winton Group
United Kingdom
$2.95M +$538K +5,041 +23%
NIPH
108
NN Investment Partners Holdings
Netherlands
$2.86M -$1.02M -9,579 -27%
WCA
109
Waratah Capital Advisors
Ontario, Canada
$2.78M +$2.76M +25,872 New
MC
110
Muhlenkamp & Co
Pennsylvania
$2.76M +$472K +4,426 +22%
Canada Life
111
Canada Life
Manitoba, Canada
$2.75M -$417K -3,905 -13%
Voloridge Investment Management
112
Voloridge Investment Management
Florida
$2.7M -$2.65M -24,804 -50%
SOMRS
113
State of Michigan Retirement System
Michigan
$2.61M +$42.7K +400 +2%
Stifel Financial
114
Stifel Financial
Missouri
$2.6M -$91.7K -860 -3%
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$2.59M -$2.18M -20,460 -46%
LCP
116
Legacy Capital Partners
Wisconsin
$2.58M +$32.5K +305 +1%
RJA
117
Raymond James & Associates
Florida
$2.53M +$550K +5,160 +28%
SBL
118
Sargent Bickham Lagudis
Colorado
$2.52M -$5.01K -47 -0.2%
COPPSERS
119
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.35M -$666K -6,241 -22%
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$2.35M
Wolverine Trading
121
Wolverine Trading
Illinois
$2.28M +$2.3M +21,591 New
Connor, Clark & Lunn Investment Management (CC&L)
122
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.19M +$1.52M +14,229 +231%
RJFSA
123
Raymond James Financial Services Advisors
Florida
$2.12M +$1.5M +14,096 +250%
ASRS
124
Arizona State Retirement System
Arizona
$2.06M +$8.11K +76 +0.4%
AIP
125
Ameritas Investment Partners
Nebraska
$1.95M

RGLD Hedge Fund Activity: Q1 2021 in Review

353 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q1 2021, worth a combined $5.61B — up 3% from $5.45B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of RGLD and 37 opened new positions — a net loss of 31 holders — while 140 trimmed existing stakes and 113 added.

The largest buyer was Morgan Stanley, adding an estimated $128M. The largest seller was VanEck Associates, cutting an estimated $69.2M.

  • 353 institutional investors held Royal Gold (RGLD) as of Q1 2021, down from 387 in Q4 2020.
  • Funds reported $5.61B of Royal Gold stock for Q1 2021, up 3% quarter-over-quarter.
  • 37 funds opened new Royal Gold positions in Q1 2021 and 68 closed out, a net change of -31 holders.
  • The largest Royal Gold buyer in Q1 2021 was Morgan Stanley, an estimated $128M added.
  • The largest Royal Gold seller in Q1 2021 was VanEck Associates, an estimated $69.2M sold.

Based on aggregated 13F filings for Q1 2021.