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Royal Gold
RGLD

312 hedge funds and large institutions have $3.92B invested in Royal Gold in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 105 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $112M | Put options by funds: $73.6M

0.45% less ownership

Funds ownership: 78.08% → 77.63% (-0.45%)

3% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 105

4% less funds holding

Funds holding: 324 → 312 (-12)

16% less capital invested

Capital invested by funds: $4.68B → $3.92B (-$761M)

19% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 47

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
312
Holders Change
-12
Holders Change %
-3.7%
% of All Funds
7.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
38
Increased
102
Reduced
105
Closed
47
Calls
$112M
Puts
$73.6M
Net Calls
+$38.9M
Net Calls Change
+$5.01M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$47.9M
2
Wells Fargo
Wells Fargo
California
+$24.9M
3
Millennium Management
Millennium Management
New York
+$15.8M
4
BlackRock
BlackRock
New York
+$15.2M
5
Goldman Sachs
Goldman Sachs
New York
+$12.9M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$67.1M
2
CLM
ClearBridge LLC (Maryland)
Maryland
-$48.8M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$24.8M
4
Deutsche Bank
Deutsche Bank
Germany
-$18.1M
5
Norges Bank
Norges Bank
Norway
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
176
Neuburgh Advisers
California
$658K +$136K +1,650 +24%
HSBC Holdings
177
HSBC Holdings
United Kingdom
$630K +$112K +1,361 +20%
SAM
178
Securian Asset Management
Minnesota
$618K -$11.5K -140 -2%
Teacher Retirement System of Texas
179
Teacher Retirement System of Texas
Texas
$594K -$458K -5,564 -42%
LTFS
180
Ladenburg Thalmann Financial Services
Florida
$581K -$90.1K -1,095 -13%
WVP
181
Worth Venture Partners
New Jersey
$576K +$615K +7,473 New
EVC
182
Eidelman Virant Capital
Missouri
$510K -$14.8K -180 -3%
SMC
183
Smith, Moore & Co
Missouri
$504K -$52.7K -640 -9%
SRAM
184
Stone Ridge Asset Management
New York
$492K +$74.1K +900 +16%
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$484K +$21.5K +261 +4%
Creative Planning
186
Creative Planning
Kansas
$478K -$68.3K -830 -12%
BCA
187
Benchmark Capital Advisors
New York
$478K – – –
MCIM
188
Meadow Creek Investment Management
Georgia
$478K +$98.8K +1,200 +24%
6M
189
6 Meridian
Kansas
$467K +$50.5K +614 +11%
RJFSA
190
Raymond James Financial Services Advisors
Florida
$466K -$4.61K -56 -0.9%
CM
191
CoreCommodity Management
Connecticut
$459K -$28K -340 -5%
TRCT
192
Tower Research Capital (TRC)
New York
$437K +$345K +4,196 +282%
EDRH
193
Edmond de Rothschild Holding
Switzerland
$424K +$165K +2,000 +57%
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$410K -$376K -4,563 -46%
SFPIA
195
Stevens First Principles Investment Advisors
California
$385K – – –
EGM
196
Engineers Gate Manager
New York
$385K +$412K +5,000 New
PIMJS
197
PKO Investment Management Joint-Stock
Poland
$373K – – –
DekaBank Deutsche Girozentrale
198
DekaBank Deutsche Girozentrale
Germany
$367K – – –
SCM
199
Shelton Capital Management
Colorado
$361K – – –
LIA
200
LS Investment Advisors
Michigan
$358K -$22.6K -274 -6%
6 7
8
9 10

RGLD Hedge Fund Activity: Q3 2018 in Review

312 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q3 2018, worth a combined $3.92B — down 16% from $4.68B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of RGLD and 38 opened new positions — a net loss of 9 holders — while 105 trimmed existing stakes and 102 added.

The largest buyer was ClearBridge Investments, adding an estimated $47.9M. The largest seller was Prudential plc, exiting entirely with an estimated $67.1M sold.

  • 312 institutional investors held Royal Gold (RGLD) as of Q3 2018, down from 324 in Q2 2018.
  • Funds reported $3.92B of Royal Gold stock for Q3 2018, down 16% quarter-over-quarter.
  • 38 funds opened new Royal Gold positions in Q3 2018 and 47 closed out, a net change of -9 holders.
  • The largest Royal Gold buyer in Q3 2018 was ClearBridge Investments, an estimated $47.9M added.
  • The largest Royal Gold seller in Q3 2018 was Prudential plc, an estimated $67.1M sold.

Based on aggregated 13F filings for Q3 2018.