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ASA

ASA Gold and Precious Metals

44 hedge funds and large institutions have $84.5M invested in ASA Gold and Precious Metals in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $78.2M → $84.5M (+$6.26M)

2% less funds holding

Funds holding: 4544 (-1)

10.03% less ownership

Funds ownership: 39.6%29.57% (-10%)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

57% less call options, than puts

Call options by funds: $310K | Put options by funds: $719K

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
16
Closed
8
Calls
$310K
Puts
$719K
Net Calls
-$409K
Net Calls Change
-$409K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$43.5M -$11.9M -950,690 -24%
WM
2
WS Management
Florida
$13.5M -$136K -10,800 -1%
RA
3
Royce & Associates
New York
$5.78M -$3.54M -282,100 -42%
WAM
4
Wolverine Asset Management
Illinois
$3.02M -$2.66M -211,907 -51%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$2.72M -$112K -8,953 -5%
CL
6
CSS LLC
Illinois
$2.2M -$2.31M -183,852 -55%
PVWM
7
Point View Wealth Management
New Jersey
$1.94M +$64.8K +5,164 +4%
MC
8
Matisse Capital
Oregon
$1.59M -$3.83M -305,372 -74%
BA
9
Bennicas & Associates
California
$1.41M -$45.2K -3,600 -4%
ADBIC
10
A.D. Beadell Investment Counsel
Wisconsin
$1.2M
First Manhattan
11
First Manhattan
New York
$990K
DWM
12
Dorchester Wealth Management
Quebec, Canada
$927K -$148K -11,825 -16%
Morgan Stanley
13
Morgan Stanley
New York
$903K -$54.1K -4,308 -7%
Bank of America
14
Bank of America
North Carolina
$851K +$486K +38,686 +204%
HFS
15
HL Financial Services
Kentucky
$817K -$114K -9,057 -14%
UBS Group
16
UBS Group
Switzerland
$708K +$362K +28,789 +151%
RJA
17
Raymond James & Associates
Florida
$445K +$45.6K +3,633 +14%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$319K +$65.6K +5,222 +32%
LPL Financial
19
LPL Financial
California
$313K -$118K -9,418 -33%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$242K -$99.7K -7,941 -33%
CCP
21
Cardan Capital Partners
Colorado
$195K +$28.1K +2,238 +20%
SI
22
SII Investments
Wisconsin
$154K +$129K +10,273 New
Wells Fargo
23
Wells Fargo
California
$140K -$77.9K -6,201 -40%
PG
24
PEAK6 Group
Illinois
$118K +$100K +7,994 New
CG
25
Cutler Group
California
$105K +$78.3K +6,238 +717%

ASA Hedge Fund Activity: Q2 2016 in Review

44 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ASA Gold and Precious Metals (ASA) for Q2 2016, worth a combined $84.5M — up 8% from $78.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ASA and 7 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 11 added.

The largest buyer was Bank of America, adding an estimated $486K. The largest seller was Lazard Asset Management, cutting an estimated $11.9M.

  • 44 institutional investors held ASA Gold and Precious Metals (ASA) as of Q2 2016, down from 45 in Q1 2016.
  • Funds reported $84.5M of ASA Gold and Precious Metals stock for Q2 2016, up 8% quarter-over-quarter.
  • 7 funds opened new ASA Gold and Precious Metals positions in Q2 2016 and 8 closed out, a net change of -1 holder.
  • The largest ASA Gold and Precious Metals buyer in Q2 2016 was Bank of America, an estimated $486K added.
  • The largest ASA Gold and Precious Metals seller in Q2 2016 was Lazard Asset Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2016.