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Royal Gold

447 hedge funds and large institutions have $6.65B invested in Royal Gold in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 176 increasing their positions, 133 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $201M | Put options by funds: $94.4M

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

32% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 133

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 435447 (+12)

0% less capital invested

Capital invested by funds: $6.67B → $6.65B (-$25.7M)

0.66% less ownership

Funds ownership: 83.97%83.31% (-0.66%)

Holders
447
Holders Change
+12
Holders Change %
+2.76%
% of All Funds
6.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
58
Increased
176
Reduced
133
Closed
42
Calls
$201M
Puts
$94.4M
Net Calls
+$106M
Net Calls Change
+$47.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$997M +$2.1M +18,614 +0.2%
BlackRock
2
BlackRock
New York
$858M +$13.5M +119,709 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$812M +$2.42M +21,407 +0.3%
VanEck Associates
4
VanEck Associates
New York
$560M +$33M +292,357 +7%
State Street
5
State Street
Massachusetts
$463M +$15.7M +138,797 +4%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$434M -$11.6M -102,710 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$152M +$20M +177,038 +17%
FPP
8
Findlay Park Partners
United Kingdom
$152M -$2.48M -22,000 -2%
KGI
9
Kopernik Global Investors
Florida
$81.8M
Northern Trust
10
Northern Trust
Illinois
$79.3M -$6.2M -54,881 -8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$79.3M +$6.74M +59,692 +10%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$75.8M -$18.9M -167,060 -21%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$74.3M +$47.7M +422,026 +225%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$72.8M +$20M +176,911 +42%
Morgan Stanley
15
Morgan Stanley
New York
$71M -$50M -443,205 -43%
Charles Schwab
16
Charles Schwab
California
$57.3M +$850K +7,526 +2%
Renaissance Technologies
17
Renaissance Technologies
New York
$54.4M +$8.18M +72,409 +19%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$53.4M -$26.6M -235,641 -35%
AQR Capital Management
19
AQR Capital Management
Connecticut
$42.2M +$20.9M +184,757 +112%
Norges Bank
20
Norges Bank
Norway
$41.4M +$6.92M +61,280 +22%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$39.5M +$8.73M +77,350 +31%
Ninety One (UK)
22
Ninety One (UK)
United Kingdom
$38M -$2M -17,724 -5%
GF
23
Gabelli Funds
New York
$37.7M +$779K +6,900 +2%
N
24
Nuveen
North Carolina
$32.1M +$582K +5,155 +2%
ProShare Advisors
25
ProShare Advisors
Maryland
$31.7M -$1.38M -12,264 -4%

RGLD Hedge Fund Activity: Q1 2024 in Review

447 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Royal Gold (RGLD) for Q1 2024, worth a combined $6.65B — down 0.39% from $6.67B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new RGLD positions and 42 closed out — a net gain of 16 holders — while 176 added to existing stakes and 133 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $47.7M. The largest seller was Morgan Stanley, cutting an estimated $50M.

  • 447 institutional investors held Royal Gold (RGLD) as of Q1 2024, up from 435 in Q4 2023.
  • Funds reported $6.65B of Royal Gold stock for Q1 2024, down 0.39% quarter-over-quarter.
  • 58 funds opened new Royal Gold positions in Q1 2024 and 42 closed out, a net change of +16 holders.
  • The largest Royal Gold buyer in Q1 2024 was T. Rowe Price Associates, an estimated $47.7M added.
  • The largest Royal Gold seller in Q1 2024 was Morgan Stanley, an estimated $50M sold.

Based on aggregated 13F filings for Q1 2024.