We are live on ! Find out more
ASA

ASA Gold and Precious Metals

44 hedge funds and large institutions have $115M invested in ASA Gold and Precious Metals in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $110M → $115M (+$5.16M)

1.83% less ownership

Funds ownership: 42.41%40.57% (-1.8%)

6% less funds holding

Funds holding: 4744 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

71% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 17

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$86K +$75K +5,490 +1,373%
Citigroup
27
Citigroup
New York
$77K -$1.11K -81 -2%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$46.9K
Creative Planning
29
Creative Planning
Kansas
$28K -$1.65K -121 -6%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$22K
AIG
31
American International Group
New York
$20.4K
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$19K
WTB
33
Washington Trust Bank
Washington
$18K
KTC
34
Kistler-Tiffany Companies
Pennsylvania
$13K
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$13K
TCOV
36
Trust Company of Vermont
Vermont
$13K
ST
37
Smithfield Trust
Pennsylvania
$12K
Ameriprise
38
Ameriprise
Minnesota
$11K
FNBT
39
FineMark National Bank & Trust
Florida
$9K
HPBT
40
High Point Bank & Trust
North Carolina
$9K
WT
41
Whittier Trust
California
$9K
BRWA
42
B. Riley Wealth Advisors
Florida
$5.27K +$4.92K +360 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$5K
TRCT
44
Tower Research Capital (TRC)
New York
$1K -$328 -24 -24%
TC
45
TFS Capital
Pennsylvania
-$397K -29,572 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
-$312K -23,303 Closed
Bank of New York Mellon
47
Bank of New York Mellon
New York
-$201K -15,000 Closed
SC
48
Scotia Capital
Ontario, Canada
-$187K -14,000 Closed
PP
49
Palladium Partners
Virginia
-$40K -3,000 Closed
LWCFA
50
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$13K -1,000 Closed

ASA Hedge Fund Activity: Q2 2014 in Review

44 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in ASA Gold and Precious Metals (ASA) for Q2 2014, worth a combined $115M — up 4.7% from $110M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ASA and 3 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 5 added.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $1.79M. The largest seller was Lazard Asset Management, cutting an estimated $4.22M.

  • 44 institutional investors held ASA Gold and Precious Metals (ASA) as of Q2 2014, down from 47 in Q1 2014.
  • Funds reported $115M of ASA Gold and Precious Metals stock for Q2 2014, up 4.7% quarter-over-quarter.
  • 3 funds opened new ASA Gold and Precious Metals positions in Q2 2014 and 6 closed out, a net change of -3 holders.
  • The largest ASA Gold and Precious Metals buyer in Q2 2014 was Wolverine Asset Management, an estimated $1.79M added.
  • The largest ASA Gold and Precious Metals seller in Q2 2014 was Lazard Asset Management, an estimated $4.22M sold.

Based on aggregated 13F filings for Q2 2014.