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Royal Gold

435 hedge funds and large institutions have $6.67B invested in Royal Gold in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 141 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $140M | Put options by funds: $80.6M

70% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 43

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more capital invested

Capital invested by funds: $5.81B → $6.67B (+$864M)

6% more funds holding

Funds holding: 410435 (+25)

5% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 134

0.85% more ownership

Funds ownership: 83.12%83.97% (+0.85%)

Holders
435
Holders Change
+25
Holders Change %
+6.1%
% of All Funds
6.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
73
Increased
141
Reduced
134
Closed
43
Calls
$140M
Puts
$80.6M
Net Calls
+$58.9M
Net Calls Change
+$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$988M +$5.4M +47,807 +0.6%
BlackRock
2
BlackRock
New York
$838M -$25.9M -229,525 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$804M +$2.59M +22,921 +0.3%
VanEck Associates
4
VanEck Associates
New York
$521M +$2.57M +22,701 +0.5%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$444M +$4.28M +37,885 +1%
State Street
6
State Street
Massachusetts
$443M -$835K -7,386 -0.2%
FPP
7
Findlay Park Partners
United Kingdom
$153M -$3.76M -33,297 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$129M +$3.71M +32,787 +3%
Morgan Stanley
9
Morgan Stanley
New York
$124M +$58.3M +515,804 +101%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$95.5M -$2.71M -24,015 -3%
Northern Trust
11
Northern Trust
Illinois
$85.4M +$807K +7,144 +1%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$81.6M -$16.2M -143,105 -18%
KGI
13
Kopernik Global Investors
Florida
$81.3M +$8.32M +73,642 +12%
Millennium Management
14
Millennium Management
New York
$72.8M -$12.7M -112,347 -16%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$71.5M +$2.31M +20,443 +4%
Charles Schwab
16
Charles Schwab
California
$56M +$1.48M +13,110 +3%
T. Rowe Price Investment Management
17
T. Rowe Price Investment Management
Maryland
$50.9M +$29.7M +262,634 +166%
Renaissance Technologies
18
Renaissance Technologies
New York
$45.2M -$1.56M -13,800 -4%
Amundi
19
Amundi
France
$44.9M +$11.3M +100,397 +37%
Citadel Advisors
20
Citadel Advisors
Florida
$43.6M +$7.44M +65,844 +22%
ClearBridge Investments
21
ClearBridge Investments
New York
$42.3M +$150K +1,330 +0.4%
Ninety One (UK)
22
Ninety One (UK)
United Kingdom
$39.8M -$270K -2,386 -0.7%
ACA
23
Anchor Capital Advisors
Massachusetts
$37.9M -$11.3M -99,862 -24%
GF
24
Gabelli Funds
New York
$36.6M +$7.29M +64,500 +27%
Norges Bank
25
Norges Bank
Norway
$33.7M -$70.7M -625,210 -69%

RGLD Hedge Fund Activity: Q4 2023 in Review

435 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q4 2023, worth a combined $6.67B — up 15% from $5.81B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new RGLD positions and 43 closed out — a net gain of 30 holders — while 141 added to existing stakes and 134 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58.3M. The largest seller was Norges Bank, cutting an estimated $70.7M.

  • 435 institutional investors held Royal Gold (RGLD) as of Q4 2023, up from 410 in Q3 2023.
  • Funds reported $6.67B of Royal Gold stock for Q4 2023, up 15% quarter-over-quarter.
  • 73 funds opened new Royal Gold positions in Q4 2023 and 43 closed out, a net change of +30 holders.
  • The largest Royal Gold buyer in Q4 2023 was Morgan Stanley, an estimated $58.3M added.
  • The largest Royal Gold seller in Q4 2023 was Norges Bank, an estimated $70.7M sold.

Based on aggregated 13F filings for Q4 2023.