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Royal Gold

396 hedge funds and large institutions have $6.29B invested in Royal Gold in 2020 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 109 increasing their positions, 153 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 33

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

38% more capital invested

Capital invested by funds: $4.57B → $6.29B (+$1.73B)

9% more funds holding

Funds holding: 362396 (+34)

5% more call options, than puts

Call options by funds: $124M | Put options by funds: $118M

2.11% less ownership

Funds ownership: 79.77%77.66% (-2.1%)

29% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 153

Holders
396
Holders Change
+34
Holders Change %
+9.39%
% of All Funds
8.12%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
69
Increased
109
Reduced
153
Closed
33
Calls
$124M
Puts
$118M
Net Calls
+$5.6M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
201
Summit Global Investments
Utah
$769K +$178K +1,475 +31%
RA
202
Rational Advisors
New York
$765K +$743K +6,150 New
T
203
TOBAM
France
$747K -$211K -1,751 -23%
SAM
204
Shell Asset Management
Netherlands
$733K -$9.18K -76 -1%
TAM
205
Tocqueville Asset Management
New York
$729K -$23.1K -191 -3%
HW
206
Hancock Whitney
Mississippi
$718K -$202K -1,670 -22%
PL
207
Plancorp LLC
Missouri
$709K +$966 +8 +0.1%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$704K +$614K +5,088 +886%
GAM
209
Gotham Asset Management
New York
$686K -$747K -6,182 -53%
WC
210
Winmill & Co
New York
$659K
SMFS
211
Squar Milner Financial Services
California
$655K -$58.7K -486 -8%
DekaBank Deutsche Girozentrale
212
DekaBank Deutsche Girozentrale
Germany
$654K
BL
213
BFSG LLC
California
$622K
VPIM
214
Vanguard Personalized Indexing Management
California
$618K -$839K -6,943 -58%
HSBC Holdings
215
HSBC Holdings
United Kingdom
$601K -$682K -5,649 -54%
TCM
216
Teza Capital Management
Illinois
$596K +$249K +2,064 +76%
APWM
217
Atlas Private Wealth Management
New York
$591K +$121 +1 +0%
EA
218
Emerald Advisers
Pennsylvania
$589K +$572K +4,740 New
VIA
219
Vident Investment Advisory
Georgia
$580K -$3.5K -29 -0.6%
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
$572K -$72.7K -602 -12%
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
$567K -$4.39M -36,370 -89%
LNC
222
Lincoln National Corp
Pennsylvania
$557K +$36.4K +301 +7%
PRC
223
Pearl River Capital
Michigan
$549K +$141K +1,166 +36%
TWM
224
Titus Wealth Management
California
$547K +$531K +4,400 New
TFA
225
Transamerica Financial Advisors
Florida
$544K +$528K +4,370 New

RGLD Hedge Fund Activity: Q2 2020 in Review

396 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q2 2020, worth a combined $6.29B — up 38% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new RGLD positions and 33 closed out — a net gain of 36 holders — while 109 added to existing stakes and 153 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $77.9M. The largest seller was Capital World Investors, cutting an estimated $99.7M.

  • 396 institutional investors held Royal Gold (RGLD) as of Q2 2020, up from 362 in Q1 2020.
  • Funds reported $6.29B of Royal Gold stock for Q2 2020, up 38% quarter-over-quarter.
  • 69 funds opened new Royal Gold positions in Q2 2020 and 33 closed out, a net change of +36 holders.
  • The largest Royal Gold buyer in Q2 2020 was Morgan Stanley, an estimated $77.9M added.
  • The largest Royal Gold seller in Q2 2020 was Capital World Investors, an estimated $99.7M sold.

Based on aggregated 13F filings for Q2 2020.