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Royal Gold

254 hedge funds and large institutions have $3.62B invested in Royal Gold in 2014 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 29

36% more call options, than puts

Call options by funds: $152M | Put options by funds: $112M

21% more capital invested

Capital invested by funds: $3B → $3.62B (+$621M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

5% more funds holding

Funds holding: 242254 (+12)

5% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 87

Holders
254
Holders Change
+12
Holders Change %
+4.96%
% of All Funds
6.78%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
43
Increased
91
Reduced
87
Closed
29
Calls
$152M
Puts
$112M
Net Calls
+$40.4M
Net Calls Change
+$54.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
176
Jane Street
New York
$356K +$49.4K +753 +15%
CAM
177
Capstone Asset Management
Texas
$350K -$1.31K -20 -0.4%
Creative Planning
178
Creative Planning
Kansas
$347K +$122K +1,860 +51%
LCP
179
Legacy Capital Partners
Wisconsin
$334K
WAM
180
World Asset Management
Michigan
$325K -$51.7K -789 -13%
ICAS
181
Investors Capital Advisory Services
Massachusetts
$320K -$45.9K -700 -12%
PG
182
Portola Group
California
$314K -$6.56K -100 -2%
SC
183
Scotia Capital
Ontario, Canada
$312K -$9.84K -150 -3%
CIM
184
Confluence Investment Management
Missouri
$307K -$16K -244 -5%
Cambridge Investment Research Advisors
185
Cambridge Investment Research Advisors
Iowa
$301K -$75.1K -1,145 -19%
SSG
186
Summit Securities Group
New York
$301K +$164K +2,500 +109%
DekaBank Deutsche Girozentrale
187
DekaBank Deutsche Girozentrale
Germany
$295K -$318K -4,844 -51%
WAM
188
Wolverine Asset Management
Illinois
$275K -$157K -2,400 -35%
HCM
189
Hollencrest Capital Management
California
$262K +$274K +4,178 New
Wellington Management Group
190
Wellington Management Group
Massachusetts
$257K
EGM
191
Engineers Gate Manager
New York
$257K +$269K +4,100 New
Koshinski Asset Management
192
Koshinski Asset Management
Illinois
$256K +$268K +4,090 New
US Bancorp
193
US Bancorp
Minnesota
$249K +$3.08K +47 +1%
RFC
194
Russell Frank Company
Washington
$245K -$70.6K -1,076 -22%
B
195
Barings
North Carolina
$245K
LTFS
196
Ladenburg Thalmann Financial Services
Florida
$221K +$83.6K +1,274 +56%
OC
197
Oppenheimer & Co
New York
$210K +$219K +3,342 New
FCMC
198
Founders Capital Management (Connecticut)
Connecticut
$167K
OAM
199
Orinda Asset Management
California
$162K +$5.12K +78 +3%
CCMH
200
Cornerstone Capital Management Holdings
New York
$159K +$166K +2,535 New

RGLD Hedge Fund Activity: Q4 2014 in Review

254 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q4 2014, worth a combined $3.62B — up 21% from $3B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new RGLD positions and 29 closed out — a net gain of 14 holders — while 91 added to existing stakes and 87 trimmed.

The largest buyer was Analytic Investors, adding an estimated $37.5M. The largest seller was Guggenheim Capital, cutting an estimated $29.6M.

  • 254 institutional investors held Royal Gold (RGLD) as of Q4 2014, up from 242 in Q3 2014.
  • Funds reported $3.62B of Royal Gold stock for Q4 2014, up 21% quarter-over-quarter.
  • 43 funds opened new Royal Gold positions in Q4 2014 and 29 closed out, a net change of +14 holders.
  • The largest Royal Gold buyer in Q4 2014 was Analytic Investors, an estimated $37.5M added.
  • The largest Royal Gold seller in Q4 2014 was Guggenheim Capital, an estimated $29.6M sold.

Based on aggregated 13F filings for Q4 2014.