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Royal Gold

410 hedge funds and large institutions have $5.81B invested in Royal Gold in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 115 increasing their positions, 168 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $93.1M | Put options by funds: $64.1M

0.09% more ownership

Funds ownership: 83.03%83.12% (+0.09%)

5% less funds holding

Funds holding: 432410 (-22)

7% less capital invested

Capital invested by funds: $6.27B → $5.81B (-$457M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

32% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 168

36% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 59

Holders
410
Holders Change
-22
Holders Change %
-5.09%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
38
Increased
115
Reduced
168
Closed
59
Calls
$93.1M
Puts
$64.1M
Net Calls
+$29M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
151
BCS Wealth Management
Tennessee
$1.48M +$1.58M +13,881 New
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$1.47M +$51.7K +455 +3%
SO
153
STRS Ohio
Ohio
$1.45M -$407K -3,582 -21%
NMERB
154
New Mexico Educational Retirement Board
New Mexico
$1.43M
QT
155
Quantbot Technologies
New York
$1.42M -$380K -3,344 -20%
KAS
156
Kestra Advisory Services
Texas
$1.42M +$1.06M +9,367 +237%
COPPSERS
157
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.41M -$2.1M -18,446 -58%
Neuberger Berman Group
158
Neuberger Berman Group
New York
$1.39M +$358K +3,148 +32%
AA
159
ALPS Advisors
Colorado
$1.38M -$1.46M -12,883 -50%
VA
160
Vident Advisory
Georgia
$1.34M +$1.43M +12,567 New
HF
161
HRT Financial
New York
$1.31M -$2.89M -25,438 -67%
Cambridge Investment Research Advisors
162
Cambridge Investment Research Advisors
Iowa
$1.3M -$316K -2,784 -18%
UCI
163
Uncommon Cents Investing
Wisconsin
$1.24M -$6.82K -60 -0.5%
Handelsbanken Fonder
164
Handelsbanken Fonder
Sweden
$1.23M +$216K +1,900 +20%
HighTower Advisors
165
HighTower Advisors
Illinois
$1.2M -$641K -5,641 -33%
URS
166
Utah Retirement Systems
Utah
$1.2M +$11.4K +100 +0.9%
PL
167
Plancorp LLC
Missouri
$1.19M +$455 +4 +0%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
168
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.14M +$1.22M +10,700 New
OTPPB
169
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.12M -$493K -4,333 -29%
X
170
Xponance
Pennsylvania
$1.11M +$273K +2,405 +30%
QP
171
Quilter Plc
United Kingdom
$1.09M
VAM
172
Verity Asset Management
North Carolina
$1.05M +$40.4K +355 +4%
BFG
173
Bleakley Financial Group
New Jersey
$1.01M -$86.6K -762 -7%
SS
174
Simplicity Solutions
Minnesota
$1.01M -$86.5K -761 -7%
BTWM
175
Baker Tilly Wealth Management
Wisconsin
$972K -$59.6K -524 -5%

RGLD Hedge Fund Activity: Q3 2023 in Review

410 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q3 2023, worth a combined $5.81B — down 7.3% from $6.27B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of RGLD and 38 opened new positions — a net loss of 21 holders — while 168 trimmed existing stakes and 115 added.

The largest buyer was Capital World Investors, adding an estimated $184M. The largest seller was Norges Bank, cutting an estimated $104M.

  • 410 institutional investors held Royal Gold (RGLD) as of Q3 2023, down from 432 in Q2 2023.
  • Funds reported $5.81B of Royal Gold stock for Q3 2023, down 7.3% quarter-over-quarter.
  • 38 funds opened new Royal Gold positions in Q3 2023 and 59 closed out, a net change of -21 holders.
  • The largest Royal Gold buyer in Q3 2023 was Capital World Investors, an estimated $184M added.
  • The largest Royal Gold seller in Q3 2023 was Norges Bank, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2023.