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Royal Gold

353 hedge funds and large institutions have $5.61B invested in Royal Gold in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 140 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more call options, than puts

Call options by funds: $114M | Put options by funds: $84.7M

1.49% more ownership

Funds ownership: 78.2%79.69% (+1.5%)

3% more capital invested

Capital invested by funds: $5.45B → $5.61B (+$163M)

9% less funds holding

Funds holding: 387353 (-34)

19% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 140

46% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 68

Holders
353
Holders Change
-34
Holders Change %
-8.79%
% of All Funds
6.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
113
Reduced
140
Closed
68
Calls
$114M
Puts
$84.7M
Net Calls
+$29.4M
Net Calls Change
+$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
201
Kestra Advisory Services
Texas
$538K -$1.65M -15,448 -76%
Envestnet Asset Management
202
Envestnet Asset Management
Illinois
$538K -$595K -5,580 -53%
PAMU
203
Pictet Asset Management (UK)
United Kingdom
$527K -$107K -1,000 -17%
APWM
204
Atlas Private Wealth Management
New York
$512K +$107 +1 +0%
ETC
205
Exchange Traded Concepts
Oklahoma
$467K +$163K +1,529 +54%
CIBC World Market
206
CIBC World Market
Ontario, Canada
$442K -$37.8K -354 -8%
PWP
207
Principle Wealth Partners
Connecticut
$431K +$6.93K +65 +2%
MUAMU
208
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$430K
BL
209
BFSG LLC
California
$420K -$117K -1,100 -22%
ECM
210
Evergreen Capital Management
Washington
$413K +$13.7K +128 +3%
IAN
211
Integrated Advisors Network
Texas
$408K +$136K +1,275 +51%
SCM
212
Shelton Capital Management
Colorado
$394K
ATC
213
Argent Trust Co
Tennessee
$389K -$83.4K -782 -18%
US Bancorp
214
US Bancorp
Minnesota
$388K +$48.7K +457 +15%
Assenagon Asset Management
215
Assenagon Asset Management
Luxembourg
$376K +$36.6K +343 +11%
TIA
216
Tiemann Investment Advisors
California
$359K +$320 +3 +0.1%
CS
217
Cannell & Spears
New York
$346K +$30K +281 +10%
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$338K +$32.9K +308 +11%
MIM
219
MTM Investment Management
South Carolina
$334K +$320 +3 +0.1%
PRC
220
Pearl River Capital
Michigan
$324K -$272K -2,546 -46%
Luther King Capital Management (LKCM)
221
Luther King Capital Management (LKCM)
Texas
$320K -$297K -2,780 -48%
MF
222
Magnetar Financial
Illinois
$316K -$145K -1,360 -32%
IFG
223
Independent Financial Group
California
$295K +$22.5K +211 +8%
NFG
224
Nations Financial Group
Iowa
$294K -$22.8K -214 -7%
CBN
225
Cadence Bank NA
Texas
$294K

RGLD Hedge Fund Activity: Q1 2021 in Review

353 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q1 2021, worth a combined $5.61B — up 3% from $5.45B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of RGLD and 37 opened new positions — a net loss of 31 holders — while 140 trimmed existing stakes and 113 added.

The largest buyer was Morgan Stanley, adding an estimated $128M. The largest seller was VanEck Associates, cutting an estimated $69.2M.

  • 353 institutional investors held Royal Gold (RGLD) as of Q1 2021, down from 387 in Q4 2020.
  • Funds reported $5.61B of Royal Gold stock for Q1 2021, up 3% quarter-over-quarter.
  • 37 funds opened new Royal Gold positions in Q1 2021 and 68 closed out, a net change of -31 holders.
  • The largest Royal Gold buyer in Q1 2021 was Morgan Stanley, an estimated $128M added.
  • The largest Royal Gold seller in Q1 2021 was VanEck Associates, an estimated $69.2M sold.

Based on aggregated 13F filings for Q1 2021.