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Royal Gold

391 hedge funds and large institutions have $5.54B invested in Royal Gold in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 127 increasing their positions, 123 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 45

10% more capital invested

Capital invested by funds: $5.02B → $5.54B (+$520M)

6% more funds holding

Funds holding: 369391 (+22)

3% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 123

0% more call options, than puts

Call options by funds: $67M | Put options by funds: $66.9M

0.23% more ownership

Funds ownership: 80.13%80.36% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
391
Holders Change
+22
Holders Change %
+5.96%
% of All Funds
6.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
71
Increased
127
Reduced
123
Closed
45
Calls
$67M
Puts
$66.9M
Net Calls
+$170K
Net Calls Change
+$7.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$824M +$9.18K +91 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$694M -$2.66M -26,414 -0.4%
BlackRock
3
BlackRock
New York
$693M +$19.1M +189,348 +3%
First Eagle Investment Management
4
First Eagle Investment Management
New York
$369M +$9.88M +97,992 +3%
VanEck Associates
5
VanEck Associates
New York
$327M -$42.3M -419,264 -12%
State Street
6
State Street
Massachusetts
$263M +$8.3M +82,341 +3%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$100M -$29.8M -295,223 -24%
Bank of America
8
Bank of America
North Carolina
$96.4M -$12M -119,138 -12%
Norges Bank
9
Norges Bank
Norway
$95.5M +$36.5M +362,017 +66%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$94.9M +$966K +9,580 +1%
Northern Trust
11
Northern Trust
Illinois
$82.8M -$612K -6,066 -0.8%
Millennium Management
12
Millennium Management
New York
$79.3M +$62.6M +621,100 +470%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$78.5M +$10.9M +107,805 +17%
Renaissance Technologies
14
Renaissance Technologies
New York
$66.9M +$5.85M +58,027 +10%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$64.2M -$183K -1,811 -0.3%
Invesco
16
Invesco
Georgia
$62M -$1.22M -12,138 -2%
KGI
17
Kopernik Global Investors
Florida
$59.1M +$32.8M +324,876 +137%
Citadel Advisors
18
Citadel Advisors
Florida
$58.6M +$44.4M +440,358 +379%
Charles Schwab
19
Charles Schwab
California
$40.6M +$1.65M +16,390 +4%
Citigroup
20
Citigroup
New York
$40.5M -$2.05M -20,331 -5%
ACA
21
Anchor Capital Advisors
Massachusetts
$39M -$4.53M -44,880 -11%
Morgan Stanley
22
Morgan Stanley
New York
$35.9M -$210M -2,081,555 -86%
NIG
23
NFJ Investment Group
Texas
$35.7M -$2.89M -28,636 -8%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$32.9M -$24.3M -241,249 -44%
Amundi
25
Amundi
France
$28.7M +$1.03M +10,249 +4%

RGLD Hedge Fund Activity: Q4 2021 in Review

391 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q4 2021, worth a combined $5.54B — up 10% from $5.02B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new RGLD positions and 45 closed out — a net gain of 26 holders — while 127 added to existing stakes and 123 trimmed.

The largest buyer was Millennium Management, adding an estimated $62.6M. The largest seller was Morgan Stanley, cutting an estimated $210M.

  • 391 institutional investors held Royal Gold (RGLD) as of Q4 2021, up from 369 in Q3 2021.
  • Funds reported $5.54B of Royal Gold stock for Q4 2021, up 10% quarter-over-quarter.
  • 71 funds opened new Royal Gold positions in Q4 2021 and 45 closed out, a net change of +26 holders.
  • The largest Royal Gold buyer in Q4 2021 was Millennium Management, an estimated $62.6M added.
  • The largest Royal Gold seller in Q4 2021 was Morgan Stanley, an estimated $210M sold.

Based on aggregated 13F filings for Q4 2021.