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
BNP Paribas Asset Management
151
BNP Paribas Asset Management
France
$1.22M +$1.21M +11,330 New
Handelsbanken Fonder
152
Handelsbanken Fonder
Sweden
$1.21M
PL
153
Polianta Ltd
Jersey
$1.18M +$96K +900 +9%
NMIMC
154
Northwestern Mutual Investment Management Company
Wisconsin
$1.18M -$1.24M -11,614 -51%
OA
155
Oxbow Advisors
Texas
$1.18M -$17.1K -160 -1%
PA
156
Profund Advisors
Maryland
$1.14M -$160K -1,504 -12%
HSBC Holdings
157
HSBC Holdings
United Kingdom
$1.13M -$2.66M -24,967 -70%
HW
158
Hancock Whitney
Mississippi
$1.13M +$24K +225 +2%
SOADOR
159
State of Alaska Department of Revenue
Alaska
$1.1M -$41.6K -390 -4%
HighTower Advisors
160
HighTower Advisors
Illinois
$1.08M +$20.9K +196 +2%
VWM
161
Venturi Wealth Management
Texas
$1.07M -$353K -3,309 -25%
KA
162
Kovack Advisors
Florida
$1.07M -$10.7K -100 -1%
AIM
163
Aigen Investment Management
New York
$1.04M -$388K -3,633 -27%
Prudential Financial
164
Prudential Financial
New Jersey
$1.03M -$596K -5,586 -37%
PL
165
Plancorp LLC
Missouri
$1.02M
AWA
166
Aaron Wealth Advisors
Illinois
$1.01M -$1.9M -17,849 -65%
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$986K -$21K -197 -2%
TRSOTSOK
168
Teachers Retirement System of the State of Kentucky
Kentucky
$984K -$107K -1,000 -10%
UCI
169
Uncommon Cents Investing
Wisconsin
$937K +$636K +5,965 +217%
Public Employees Retirement Association of Colorado
170
Public Employees Retirement Association of Colorado
Colorado
$932K
State of Wisconsin Investment Board
171
State of Wisconsin Investment Board
Wisconsin
$895K -$13.2K -124 -1%
BTWM
172
Baker Tilly Wealth Management
Wisconsin
$890K +$65.6K +615 +8%
Creative Planning
173
Creative Planning
Kansas
$882K -$640 -6 -0.1%
PG
174
Pendal Group
Australia
$870K
SIM
175
Sentry Investment Management
Wisconsin
$810K +$803K +7,531 New

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.