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ASA

ASA Gold and Precious Metals

46 hedge funds and large institutions have $70.5M invested in ASA Gold and Precious Metals in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $64M → $70.5M (+$6.44M)

0.23% more ownership

Funds ownership: 30.06%30.29% (+0.23%)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

10% less call options, than puts

Call options by funds: $244K | Put options by funds: $270K

2% less funds holding

Funds holding: 4746 (-1)

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
12
Closed
4
Calls
$244K
Puts
$270K
Net Calls
-$26K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$35.3M -$556K -45,200 -2%
WM
2
WS Management
Florida
$10.9M -$53.5K -4,350 -0.5%
RA
3
Royce & Associates
New York
$4.47M
WAM
4
Wolverine Asset Management
Illinois
$4.17M +$1.05M +85,450 +33%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$2.28M +$168K +13,655 +8%
PVWM
6
Point View Wealth Management
New Jersey
$1.81M +$207K +16,856 +13%
MC
7
Matisse Capital
Oregon
$1.21M +$1.23M +100,230 New
ADBIC
8
A.D. Beadell Investment Counsel
Wisconsin
$1.17M -$24.6K -2,000 -2%
CL
9
CSS LLC
Illinois
$1.13M +$22.7K +1,850 +2%
BA
10
Bennicas & Associates
California
$1.07M -$56.6K -4,600 -5%
Morgan Stanley
11
Morgan Stanley
New York
$916K +$97.7K +7,943 +12%
DWM
12
Dorchester Wealth Management
Quebec, Canada
$902K +$41.8K +3,400 +5%
First Manhattan
13
First Manhattan
New York
$808K
Bank of America
14
Bank of America
North Carolina
$691K -$20.2K -1,640 -3%
UBS Group
15
UBS Group
Switzerland
$425K -$43.7K -3,550 -9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$341K +$8.35K +679 +2%
Wells Fargo
17
Wells Fargo
California
$330K +$178K +14,451 +112%
CCP
18
Cardan Capital Partners
Colorado
$300K +$139K +11,338 +84%
IWM
19
IHT Wealth Management
Illinois
$212K
LPL Financial
20
LPL Financial
California
$203K -$188K -15,308 -48%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$186K +$190K +15,472 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$181K +$184K +15,000 New
CRC
23
Curi RMB Capital
Illinois
$180K -$1.14M -92,793 -86%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$173K -$340K -27,643 -66%
RJA
25
Raymond James & Associates
Florida
$170K -$8.51K -692 -5%

ASA Hedge Fund Activity: Q1 2017 in Review

46 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in ASA Gold and Precious Metals (ASA) for Q1 2017, worth a combined $70.5M — up 10% from $64M a quarter earlier.

Fund positioning in ASA was balanced in Q1 2017: 4 funds opened new positions, 4 closed out, 12 added to existing stakes and 12 trimmed.

The largest buyer was Matisse Capital, opening a new position worth an estimated $1.23M. The largest seller was Curi RMB Capital, cutting an estimated $1.14M.

  • 46 institutional investors held ASA Gold and Precious Metals (ASA) as of Q1 2017, down from 47 in Q4 2016.
  • Funds reported $70.5M of ASA Gold and Precious Metals stock for Q1 2017, up 10% quarter-over-quarter.
  • 4 funds opened new ASA Gold and Precious Metals positions in Q1 2017 and 4 closed out, a net change of 0 holders.
  • The largest ASA Gold and Precious Metals buyer in Q1 2017 was Matisse Capital, an estimated $1.23M added.
  • The largest ASA Gold and Precious Metals seller in Q1 2017 was Curi RMB Capital, an estimated $1.14M sold.

Based on aggregated 13F filings for Q1 2017.