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Royal Gold

391 hedge funds and large institutions have $5.54B invested in Royal Gold in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 127 increasing their positions, 123 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 45

10% more capital invested

Capital invested by funds: $5.02B → $5.54B (+$520M)

6% more funds holding

Funds holding: 369391 (+22)

3% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 123

0% more call options, than puts

Call options by funds: $67M | Put options by funds: $66.9M

0.23% more ownership

Funds ownership: 80.13%80.36% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
391
Holders Change
+22
Holders Change %
+5.96%
% of All Funds
6.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
71
Increased
127
Reduced
123
Closed
45
Calls
$67M
Puts
$66.9M
Net Calls
+$170K
Net Calls Change
+$7.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
176
Federated Hermes
Pennsylvania
$1M -$297K -2,945 -24%
PA
177
Profund Advisors
Maryland
$993K -$84.2K -835 -8%
AWA
178
Aaron Wealth Advisors
Illinois
$991K -$504 -5 -0.1%
AG
179
Algert Global
California
$973K +$573K +5,680 +159%
TRSOTSOK
180
Teachers Retirement System of the State of Kentucky
Kentucky
$962K
BWM
181
BCS Wealth Management
Tennessee
$954K +$215K +2,133 +31%
EGM
182
Engineers Gate Manager
New York
$953K +$595K +5,905 +187%
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$911K
VAM
184
Verity Asset Management
North Carolina
$910K +$48.2K +478 +6%
KA
185
Kovack Advisors
Florida
$905K
PP
186
PDT Partners
New York
$887K +$850K +8,431 New
VWM
187
Venturi Wealth Management
Texas
$856K -$35.6K -353 -4%
Aviva
188
Aviva
United Kingdom
$850K -$732K -7,258 -47%
State of Wisconsin Investment Board
189
State of Wisconsin Investment Board
Wisconsin
$838K -$24.4K -242 -3%
Creative Planning
190
Creative Planning
Kansas
$830K +$89.5K +888 +13%
HW
191
Hancock Whitney
Mississippi
$789K -$301K -2,983 -28%
Massachusetts Financial Services
192
Massachusetts Financial Services
Massachusetts
$780K +$162K +1,610 +28%
X
193
Xponance
Pennsylvania
$770K -$4.24K -42 -0.6%
OTPPB
194
Ontario Teachers' Pension Plan Board
Ontario, Canada
$770K +$738K +7,321 New
RCAG
195
Rehmann Capital Advisory Group
Michigan
$731K +$700K +6,944 New
EP
196
Edgestream Partners
New Jersey
$729K +$698K +6,926 New
Pacer Advisors
197
Pacer Advisors
Pennsylvania
$720K -$12K -119 -2%
BIA
198
Benchmark Investment Advisors
Illinois
$652K +$625K +6,200 New
Commonwealth Equity Services
199
Commonwealth Equity Services
Massachusetts
$632K +$39.2K +389 +7%
SAM
200
Securian Asset Management
Minnesota
$619K

RGLD Hedge Fund Activity: Q4 2021 in Review

391 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q4 2021, worth a combined $5.54B — up 10% from $5.02B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new RGLD positions and 45 closed out — a net gain of 26 holders — while 127 added to existing stakes and 123 trimmed.

The largest buyer was Millennium Management, adding an estimated $62.6M. The largest seller was Morgan Stanley, cutting an estimated $210M.

  • 391 institutional investors held Royal Gold (RGLD) as of Q4 2021, up from 369 in Q3 2021.
  • Funds reported $5.54B of Royal Gold stock for Q4 2021, up 10% quarter-over-quarter.
  • 71 funds opened new Royal Gold positions in Q4 2021 and 45 closed out, a net change of +26 holders.
  • The largest Royal Gold buyer in Q4 2021 was Millennium Management, an estimated $62.6M added.
  • The largest Royal Gold seller in Q4 2021 was Morgan Stanley, an estimated $210M sold.

Based on aggregated 13F filings for Q4 2021.