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Royal Gold

410 hedge funds and large institutions have $5.81B invested in Royal Gold in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 115 increasing their positions, 168 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $93.1M | Put options by funds: $64.1M

0.09% more ownership

Funds ownership: 83.03%83.12% (+0.09%)

5% less funds holding

Funds holding: 432410 (-22)

7% less capital invested

Capital invested by funds: $6.27B → $5.81B (-$457M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

32% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 168

36% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 59

Holders
410
Holders Change
-22
Holders Change %
-5.09%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
38
Increased
115
Reduced
168
Closed
59
Calls
$93.1M
Puts
$64.1M
Net Calls
+$29M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
201
Bridgewater Associates
Connecticut
$685K +$732K +6,444 New
IWC
202
Integrated Wealth Concepts
Massachusetts
$679K +$114 +1 +0%
Cerity Partners
203
Cerity Partners
New York
$679K -$51.2K -450 -7%
XT
204
XTX Topco
Cayman Islands
$678K -$6.71K -59 -0.9%
PWG
205
Portside Wealth Group
Utah
$658K +$57.3K +504 +9%
BNP Paribas Asset Management
206
BNP Paribas Asset Management
France
$636K
RJFSA
207
Raymond James Financial Services Advisors
Florida
$626K -$326K -2,872 -33%
FC
208
FORA Capital
Florida
$622K -$955K -8,402 -59%
JFG
209
Jefferies Financial Group
New York
$616K +$658K +5,791 New
Massachusetts Financial Services
210
Massachusetts Financial Services
Massachusetts
$606K -$44.8K -394 -6%
SAM
211
Securian Asset Management
Minnesota
$592K -$32.7K -288 -5%
Creative Planning
212
Creative Planning
Kansas
$591K -$202K -1,778 -24%
Pacer Advisors
213
Pacer Advisors
Pennsylvania
$591K -$676K -5,943 -52%
TRCT
214
Tower Research Capital (TRC)
New York
$586K -$203K -1,788 -24%
IWM
215
IHT Wealth Management
Illinois
$580K +$682 +6 +0.1%
IAN
216
Integrated Advisors Network
Texas
$566K -$9.78K -86 -2%
WC
217
Winmill & Co
New York
$564K
Franklin Resources
218
Franklin Resources
California
$562K +$7.28K +64 +1%
ETC
219
Exchange Traded Concepts
Oklahoma
$562K +$29.3K +258 +5%
MSRPS
220
Maryland State Retirement & Pension System
Maryland
$556K
MWM
221
Moran Wealth Management
Florida
$552K +$13.5K +119 +2%
TSS
222
Two Sigma Securities
New York
$542K -$2.04M -17,944 -78%
Prudential Financial
223
Prudential Financial
New Jersey
$539K -$17.1K -150 -3%
MUAMU
224
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$532K +$114K +1,000 +25%
MM
225
MQS Management
New York
$528K +$145K +1,276 +35%

RGLD Hedge Fund Activity: Q3 2023 in Review

410 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q3 2023, worth a combined $5.81B — down 7.3% from $6.27B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of RGLD and 38 opened new positions — a net loss of 21 holders — while 168 trimmed existing stakes and 115 added.

The largest buyer was Capital World Investors, adding an estimated $184M. The largest seller was Norges Bank, cutting an estimated $104M.

  • 410 institutional investors held Royal Gold (RGLD) as of Q3 2023, down from 432 in Q2 2023.
  • Funds reported $5.81B of Royal Gold stock for Q3 2023, down 7.3% quarter-over-quarter.
  • 38 funds opened new Royal Gold positions in Q3 2023 and 59 closed out, a net change of -21 holders.
  • The largest Royal Gold buyer in Q3 2023 was Capital World Investors, an estimated $184M added.
  • The largest Royal Gold seller in Q3 2023 was Norges Bank, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2023.