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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
Capital World Investors
1
Capital World Investors
California
$886M -$99.7M -825,715 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$880M -$29.4M -243,233 -3%
BlackRock
3
BlackRock
New York
$836M +$18.5M +152,823 +2%
VanEck Associates
4
VanEck Associates
New York
$463M -$36.3M -300,889 -7%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$355M -$20.5M -169,336 -6%
State Street
6
State Street
Massachusetts
$221M -$1.11M -9,224 -0.5%
Morgan Stanley
7
Morgan Stanley
New York
$126M +$77.9M +645,263 +175%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$122M +$20.7M +171,637 +21%
Renaissance Technologies
9
Renaissance Technologies
New York
$118M +$34.5M +285,534 +43%
Northern Trust
10
Northern Trust
Illinois
$105M +$4.02M +33,247 +4%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$92.7M -$2.91M -24,117 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$89M +$1.82M +15,052 +2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$80.4M -$16.9M -140,178 -18%
Norges Bank
14
Norges Bank
Norway
$77.5M +$1.97M +16,278 +3%
Wells Fargo
15
Wells Fargo
California
$74.3M -$31.1M -257,747 -30%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$70.4M -$11.1M -91,767 -14%
Bank of America
17
Bank of America
North Carolina
$60.2M -$6.36M -52,686 -10%
Allianz Asset Management
18
Allianz Asset Management
Germany
$47.9M -$2.65M -21,957 -5%
MAM
19
Martingale Asset Management
Massachusetts
$46.2M -$799K -6,617 -2%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$45.3M -$15.9M -131,738 -27%
Charles Schwab
21
Charles Schwab
California
$43.9M -$1.32M -10,906 -3%
Citigroup
22
Citigroup
New York
$41.3M +$6.6M +54,620 +20%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$40.5M -$1.35M -11,200 -3%
N
24
Nuveen
North Carolina
$39.2M -$5.96M -49,340 -14%
Citadel Advisors
25
Citadel Advisors
Florida
$34.9M +$7.77M +64,377 +30%

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.