We are live on ! Find out more
RGLD icon

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
VanEck Associates
1
VanEck Associates
New York
$210M -$10.8M -229,932 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$194M +$6.32M +134,088 +3%
BG
3
BlackRock Group
United Kingdom
$159M +$13.1M +277,391 +9%
Wells Fargo
4
Wells Fargo
California
$127M +$38.5M +816,967 +42%
State Street
5
State Street
Massachusetts
$95.9M -$1.33M -28,272 -1%
BFA
6
BlackRock Fund Advisors
California
$86.5M +$5.16M +109,482 +6%
Allianz Asset Management
7
Allianz Asset Management
Germany
$86.3M +$109K +2,316 +0.1%
BIT
8
BlackRock Institutional Trust
California
$83.3M +$3.97M +84,095 +5%
TAM
9
Tocqueville Asset Management
New York
$71.3M +$480K +10,175 +0.7%
O
10
OppenheimerFunds
New York
$70.3M +$6.92M +146,810 +11%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$53.1M +$4.34M +91,995 +9%
GF
12
Gabelli Funds
New York
$48.3M
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$47.3M -$12.6M -267,152 -21%
First Eagle Investment Management
14
First Eagle Investment Management
New York
$40M
USAA
15
United Services Automobile Association
Texas
$38.3M +$1.18M +25,000 +3%
SJIC
16
St. James Investment Company
Texas
$32.4M +$33.2M +703,617 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$30.2M +$177K +3,747 +0.6%
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$29.2M +$5.45M +115,600 +22%
VAM
19
Vontobel Asset Management
New York
$28.6M +$24.3M +515,365 +488%
Deutsche Bank
20
Deutsche Bank
Germany
$22.8M -$11.5M -244,579 -33%
Northern Trust
21
Northern Trust
Illinois
$22.6M -$63.8K -1,353 -0.3%
GC
22
Guggenheim Capital
Illinois
$22.1M +$16.6M +351,487 +273%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$22.1M +$4.02M +85,309 +22%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$17.8M +$13.4M +283,847 +277%
Renaissance Technologies
25
Renaissance Technologies
New York
$16.5M -$13.6M -287,826 -45%

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.