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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
FA
201
Financial Advantage
Maryland
$46K +$9.43K +200 +25%
PAM
202
Panagora Asset Management
Massachusetts
$41K -$23.6K -500 -36%
OA
203
OFI Advisors
Pennsylvania
$39K +$9.01K +191 +29%
Group One Trading
204
Group One Trading
Illinois
$32K -$360K -7,633 -92%
SEC
205
Seven Eight Capital
New York
$32K +$33K +700 New
RFC
206
Russell Frank Company
Washington
$30K -$960K -20,349 -97%
RFA
207
Reilly Financial Advisors
California
$24K +$24.6K +522 New
AAC
208
Asset Advisors Corp
Georgia
$23K
CA
209
CapWealth Advisors
Tennessee
$23K
CLOS
210
Compagnie Lombard Odier SCmA
Switzerland
$23K +$23.6K +500 New
RIA
211
Regal Investment Advisors
Michigan
$18K -$17K -361 -48%
MIM
212
Macroview Investment Management
Maryland
$15K
TWA
213
TCI Wealth Advisors
Arizona
$15K +$47 +1 +0.3%
MFS
214
MSI Financial Services
Massachusetts
$15K +$15.6K +331 New
NES
215
New England Securities
New York
$14K
Schroder Investment Management Group
216
Schroder Investment Management Group
United Kingdom
$13.8K -$1.5M -31,865 -99%
JFA
217
JNBA Financial Advisors
Minnesota
$12K
JG
218
Jefferies Group
New York
$12K +$12.5K +265 New
CTC
219
Central Trust Company
Missouri
$9K
FMII
220
Farmers & Merchants Investments Inc
Nebraska
$9K
OIA
221
Optimum Investment Advisors
Illinois
$9K
QAM
222
QCI Asset Management
New York
$9K
ASN
223
Advisory Services Network
Georgia
$8K +$8.49K +180 New
TFA
224
Transamerica Financial Advisors
Florida
$7K -$4.06K -86 -39%
GI
225
Gradient Investments
Minnesota
$6K +$6.6K +140 New

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.