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Royal Gold

235 hedge funds and large institutions have $2.1B invested in Royal Gold in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 28

17% more call options, than puts

Call options by funds: $109M | Put options by funds: $93.7M

6% more funds holding

Funds holding: 221235 (+14)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $2.23B → $2.1B (-$125M)

19% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 85

Holders
235
Holders Change
+14
Holders Change %
+6.33%
% of All Funds
6.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
42
Increased
69
Reduced
85
Closed
28
Calls
$109M
Puts
$93.7M
Net Calls
+$15.7M
Net Calls Change
+$776K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$211K +$217K +4,590 New
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$206K +$211K +4,464 New
Creative Planning
178
Creative Planning
Kansas
$201K -$44.5K -943 -18%
US Bancorp
179
US Bancorp
Minnesota
$196K +$56.6K +1,200 +39%
BNP Paribas Financial Markets
180
BNP Paribas Financial Markets
France
$167K -$237K -5,018 -58%
PCM
181
Prelude Capital Management
New York
$166K +$170K +3,600 New
OAM
182
Orinda Asset Management
California
$164K
Canada Life
183
Canada Life
Manitoba, Canada
$157K
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$149K +$41.6K +882 +37%
TRCT
185
Tower Research Capital (TRC)
New York
$147K +$150K +3,186 New
DCM
186
Dean Capital Management
Kansas
$142K +$146K +3,100 New
RA
187
Royce & Associates
New York
$138K +$51.9K +1,100 +58%
Legal & General Group
188
Legal & General Group
United Kingdom
$128K +$56.6K +1,200 +76%
WA
189
WFG Advisors
Texas
$126K +$48.8K +1,034 +61%
Canada Pension Plan Investment Board
190
Canada Pension Plan Investment Board
Ontario, Canada
$124K +$99.1K +2,100 +350%
BCMIO
191
Beacon Capital Management Inc (Ohio)
Ohio
$119K +$122K +2,580 New
SEP
192
Sound Energy Partners
Connecticut
$115K +$118K +2,500 New
Toronto Dominion Bank
193
Toronto Dominion Bank
Ontario, Canada
$106K
LTFS
194
Ladenburg Thalmann Financial Services
Florida
$84K +$189 +4 +0.2%
Citadel Advisors
195
Citadel Advisors
Florida
$82K -$4.1M -86,838 -98%
MA
196
MUFG Americas
New York
$69K +$70.8K +1,500 New
TDC
197
Thompson Davis & Co
Virginia
$67K +$68.4K +1,450 New
PIMJS
198
PKO Investment Management Joint-Stock
Poland
$53.7K +$55K +1,165 New
GT
199
Glenmede Trust
Pennsylvania
$50K
HNB
200
Huntington National Bank
Ohio
$46K -$472 -10 -1%

RGLD Hedge Fund Activity: Q4 2013 in Review

235 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q4 2013, worth a combined $2.1B — down 5.6% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new RGLD positions and 28 closed out — a net gain of 14 holders — while 69 added to existing stakes and 85 trimmed.

The largest buyer was Wells Fargo, adding an estimated $38.5M. The largest seller was Norges Bank, exiting entirely with an estimated $70.5M sold.

  • 235 institutional investors held Royal Gold (RGLD) as of Q4 2013, up from 221 in Q3 2013.
  • Funds reported $2.1B of Royal Gold stock for Q4 2013, down 5.6% quarter-over-quarter.
  • 42 funds opened new Royal Gold positions in Q4 2013 and 28 closed out, a net change of +14 holders.
  • The largest Royal Gold buyer in Q4 2013 was Wells Fargo, an estimated $38.5M added.
  • The largest Royal Gold seller in Q4 2013 was Norges Bank, an estimated $70.5M sold.

Based on aggregated 13F filings for Q4 2013.