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Royal Gold

324 hedge funds and large institutions have $4.39B invested in Royal Gold in 2018 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 91 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

70% more call options, than puts

Call options by funds: $115M | Put options by funds: $67.9M

31% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 45

12% more capital invested

Capital invested by funds: $3.92B → $4.39B (+$472M)

4% more funds holding

Funds holding: 312324 (+12)

1.03% more ownership

Funds ownership: 77.63%78.67% (+1%)

10% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 91

Holders
324
Holders Change
+12
Holders Change %
+3.85%
% of All Funds
7.22%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
59
Increased
100
Reduced
91
Closed
45
Calls
$115M
Puts
$67.9M
Net Calls
+$47.4M
Net Calls Change
+$8.51M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
151
Utah Retirement Systems
Utah
$1.04M +$7.7K +100 +0.8%
MCM
152
Moerus Capital Management
New York
$1.03M +$929K +12,066 New
Wolverine Trading
153
Wolverine Trading
Illinois
$1.01M -$461K -5,988 -33%
LTFS
154
Ladenburg Thalmann Financial Services
Florida
$1.01M +$331K +4,298 +57%
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$988K
COPPSERS
156
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$985K -$140K -1,814 -14%
RCM
157
Riverhead Capital Management
Delaware
$972K
WAM
158
Wolverine Asset Management
Illinois
$937K -$402K -5,217 -32%
TAM
159
Tyers Asset Management
Texas
$921K -$8.62K -112 -1%
OA
160
Oxbow Advisors
Texas
$911K
QI
161
QS Investors
New York
$865K +$499K +6,488 +180%
HSA
162
Hussman Strategic Advisors
Maryland
$856K
XK
163
Xact Kapitalforvaltning
Sweden
$814K -$115K -1,500 -14%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$806K +$25.7K +334 +4%
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
$797K -$3.1M -40,223 -81%
NA
166
Neuburgh Advisers
California
$724K -$6.77K -88 -1%
SAM
167
Securian Asset Management
Minnesota
$687K
SRAM
168
Stone Ridge Asset Management
New York
$686K +$125K +1,619 +25%
CIBC Asset Management
169
CIBC Asset Management
Ontario, Canada
$674K +$606K +7,870 New
OI
170
Oakbrook Investments
Illinois
$621K +$219K +2,850 +65%
HSBC Holdings
171
HSBC Holdings
United Kingdom
$608K -$83.7K -1,087 -13%
Creative Planning
172
Creative Planning
Kansas
$606K +$67.4K +875 +14%
RJFSA
173
Raymond James Financial Services Advisors
Florida
$600K +$73.8K +959 +16%
CGH
174
Crossmark Global Holdings
Texas
$589K -$194K -2,520 -27%
SAM
175
Symphony Asset Management
California
$578K +$520K +6,751 New

RGLD Hedge Fund Activity: Q4 2018 in Review

324 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q4 2018, worth a combined $4.39B — up 12% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new RGLD positions and 45 closed out — a net gain of 14 holders — while 100 added to existing stakes and 91 trimmed.

The largest buyer was VanEck Associates, adding an estimated $64M. The largest seller was State Street, cutting an estimated $25.2M.

  • 324 institutional investors held Royal Gold (RGLD) as of Q4 2018, up from 312 in Q3 2018.
  • Funds reported $4.39B of Royal Gold stock for Q4 2018, up 12% quarter-over-quarter.
  • 59 funds opened new Royal Gold positions in Q4 2018 and 45 closed out, a net change of +14 holders.
  • The largest Royal Gold buyer in Q4 2018 was VanEck Associates, an estimated $64M added.
  • The largest Royal Gold seller in Q4 2018 was State Street, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2018.