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ASA

ASA Gold and Precious Metals

46 hedge funds and large institutions have $69.2M invested in ASA Gold and Precious Metals in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $255K | Put options by funds: $243K

0.48% more ownership

Funds ownership: 30.29%30.76% (+0.48%)

0% more funds holding

Funds holding: 4646 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

2% less capital invested

Capital invested by funds: $70.5M → $69.2M (-$1.31M)

Holders
46
Holders Change
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
12
Closed
3
Calls
$255K
Puts
$243K
Net Calls
+$12K
Net Calls Change
+$38K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
26
Cutler Group
California
$110K +$28.5K +2,372 +34%
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$107K
First Manhattan
28
First Manhattan
New York
$93K -$710K -59,000 -88%
TJHA
29
Thomas J. Herzfeld Advisors
Florida
$58K
TRCT
30
Tower Research Capital (TRC)
New York
$41K +$26.7K +2,220 +172%
DADC
31
D.A. Davidson & Co
Montana
$28K
AG
32
Advisor Group
Arizona
$27K
Simplex Trading
33
Simplex Trading
Illinois
$27K +$28.1K +2,334 New
Creative Planning
34
Creative Planning
Kansas
$19K -$37.3K -3,100 -65%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$18K
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$12K
TCOV
37
Trust Company of Vermont
Vermont
$11K
GWM
38
Geneos Wealth Management
Colorado
$9K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$8K
HNB
40
Huntington National Bank
Ohio
$7K
WT
41
Whittier Trust
California
$7K
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$5K -$1.01K -84 -17%
FWM
43
Focused Wealth Management
New York
$1K
IWM
44
IHT Wealth Management
Illinois
$38 -$2.14K -178 -1%
LPL Financial
45
LPL Financial
California
-$203K -16,606 Closed
Mariner
46
Mariner
Kansas
-$160K -13,297 Closed
Group One Trading
47
Group One Trading
Illinois
-$1.2K -100 Closed
IA
48
IFP Advisors
Florida
+$1.2K +100 New

ASA Hedge Fund Activity: Q2 2017 in Review

46 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ASA Gold and Precious Metals (ASA) for Q2 2017, worth a combined $69.2M — down 1.9% from $70.5M a quarter earlier.

Fund positioning in ASA was balanced in Q2 2017: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 12 trimmed.

The largest buyer was Curi RMB Capital, adding an estimated $1.03M. The largest seller was Lazard Asset Management, cutting an estimated $904K.

  • 46 institutional investors held ASA Gold and Precious Metals (ASA) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $69.2M of ASA Gold and Precious Metals stock for Q2 2017, down 1.9% quarter-over-quarter.
  • 3 funds opened new ASA Gold and Precious Metals positions in Q2 2017 and 3 closed out, a net change of 0 holders.
  • The largest ASA Gold and Precious Metals buyer in Q2 2017 was Curi RMB Capital, an estimated $1.03M added.
  • The largest ASA Gold and Precious Metals seller in Q2 2017 was Lazard Asset Management, an estimated $904K sold.

Based on aggregated 13F filings for Q2 2017.