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ASA

ASA Gold and Precious Metals

50 hedge funds and large institutions have $60.5M invested in ASA Gold and Precious Metals in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

0.59% more ownership

Funds ownership: 30.16%30.76% (+0.59%)

0% less capital invested

Capital invested by funds: $60.6M → $60.5M (-$114K)

2% less funds holding

Funds holding: 5150 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $303K

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
17
Reduced
10
Closed
3
Calls
Puts
$303K
Net Calls
-$303K
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$140K -$33.2K -3,164 -19%
IWM
27
IHT Wealth Management
Illinois
$138K -$2.26K -215 -2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$125K +$74 +7 +0.1%
SFA
29
Sequoia Financial Advisors
Ohio
$102K
PG
30
PEAK6 Group
Illinois
$95K +$5.45K +519 +6%
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$83K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$49K +$39.4K +3,750 +349%
AG
33
Advisor Group
Arizona
$25K
RFC
34
Regions Financial Corp
Alabama
$16K
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$15K
CCM
36
Covington Capital Management
California
$15K
TRCT
37
Tower Research Capital (TRC)
New York
$11K -$37.2K -3,546 -76%
Citigroup
38
Citigroup
New York
$10K
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$10K
TC
40
Trilogy Capital
California
$10K +$10.5K +1,000 New
TCOV
41
Trust Company of Vermont
Vermont
$9K
GWM
42
Geneos Wealth Management
Colorado
$8K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$8K
RE
44
RBC Europe
United Kingdom
$7.65K
CG
45
Cutler Group
California
$7K +$7.91K +753 New
WT
46
Whittier Trust
California
$6K
VFA
47
Valeo Financial Advisors
Indiana
$5K
GEA
48
Glen Eagle Advisors
New Jersey
$2.04K
FWM
49
Focused Wealth Management
New York
$1K
WCM
50
Whitener Capital Management
North Carolina
-$58K -5,620 Closed

ASA Hedge Fund Activity: Q2 2018 in Review

50 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in ASA Gold and Precious Metals (ASA) for Q2 2018, worth a combined $60.5M — down 0.19% from $60.6M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of ASA and 2 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 17 added.

The largest buyer was Uncommon Cents Investing, adding an estimated $3.1M. The largest seller was Lazard Asset Management, cutting an estimated $1.3M.

  • 50 institutional investors held ASA Gold and Precious Metals (ASA) as of Q2 2018, down from 51 in Q1 2018.
  • Funds reported $60.5M of ASA Gold and Precious Metals stock for Q2 2018, down 0.19% quarter-over-quarter.
  • 2 funds opened new ASA Gold and Precious Metals positions in Q2 2018 and 3 closed out, a net change of -1 holder.
  • The largest ASA Gold and Precious Metals buyer in Q2 2018 was Uncommon Cents Investing, an estimated $3.1M added.
  • The largest ASA Gold and Precious Metals seller in Q2 2018 was Lazard Asset Management, an estimated $1.3M sold.

Based on aggregated 13F filings for Q2 2018.