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GraniteShares Gold Shares
BAR

75 hedge funds and large institutions have $970M invested in GraniteShares Gold Shares in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

23% more funds holding

Funds holding: 61 → 75 (+14)

6% more capital invested

Capital invested by funds: $918M → $970M (+$51.5M)

14.82% less ownership

Funds ownership: 89.96% → 75.14% (-15%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
75
Holders Change
+14
Holders Change %
+22.95%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
23
Increased
28
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$21.7M
2
JPG
Jordan Park Group
California
+$20.1M
3
Jane Street
Jane Street
New York
+$19.2M
4
Bank of America
Bank of America
North Carolina
+$15.4M
5
RBA
Richard Bernstein Advisors
New York
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
TI
Tidal Investments
Wisconsin
-$76.7M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$22M
3
CIA
CSat Investment Advisory
Michigan
-$3.81M
4
VAS
Valicenti Advisory Services
New York
-$3.18M
5
CM
Columbus Macro
Pennsylvania
-$969K
Name Holding Trade Value Shares
Change 		Change in
Stake
HH
26
Hilltop Holdings
Texas
$1.09M -$6.22K -327 -0.6%
VAS
27
Valicenti Advisory Services
New York
$1.08M -$3.18M -166,884 -74%
SW
28
SVB Wealth
Massachusetts
$1.02M +$128K +6,750 +14%
IMC Chicago
29
IMC Chicago
Illinois
$928K +$942K +49,495 New
FA
30
FDx Advisors
Illinois
$909K +$259K +13,614 +39%
CA
31
Calton & Associates
Florida
$822K +$834K +43,816 New
FI
32
FormulaFolio Investments
Michigan
$813K +$18.2K +955 +2%
BOPW
33
Brandywine Oak Private Wealth
Pennsylvania
$782K +$337K +17,689 +74%
RWA
34
Redhawk Wealth Advisors
Minnesota
$722K +$214K +11,255 +41%
Osaic Holdings
35
Osaic Holdings
Arizona
$704K +$381K +20,008 +114%
Morgan Stanley
36
Morgan Stanley
New York
$679K +$170K +8,920 +33%
SIA
37
SeaBridge Investment Advisors
New Jersey
$574K – – –
BRWM
38
B. Riley Wealth Management
Tennessee
$564K +$140K +7,364 +32%
PO
39
Private Ocean
California
$521K +$528K +27,760 New
AAP
40
Arax Advisory Partners
Colorado
$411K +$417K +21,915 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$364K +$89.1K +4,680 +32%
JIP
42
Jaffetilchin Investment Partners
Florida
$343K – – –
IFWM
43
Institute for Wealth Management
Colorado
$320K +$325K +17,080 New
IA
44
IFG Advisory
Georgia
$314K -$4.83K -254 -1%
LB
45
Leo Brokerage
Texas
$306K +$329K +17,263 New
FFN
46
Focus Financial Network
Minnesota
$276K +$281K +14,745 New
TNB
47
TCF National Bank
South Dakota
$268K +$272K +14,280 New
Lido Advisors
48
Lido Advisors
California
$223K +$226K +11,869 New
NC
49
NovaPoint Capital
Georgia
$205K +$208K +10,935 New
Wells Fargo
50
Wells Fargo
California
$150K +$110K +5,782 +256%
1
2
3 4

BAR Hedge Fund Activity: Q3 2020 in Review

75 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q3 2020, worth a combined $970M — up 5.6% from $918M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BAR positions and 9 closed out — a net gain of 14 holders — while 28 added to existing stakes and 13 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $21.7M. The largest seller was Tidal Investments, exiting entirely with an estimated $76.7M sold.

  • 75 institutional investors held GraniteShares Gold Shares (BAR) as of Q3 2020, up from 61 in Q2 2020.
  • Funds reported $970M of GraniteShares Gold Shares stock for Q3 2020, up 5.6% quarter-over-quarter.
  • 23 funds opened new GraniteShares Gold Shares positions in Q3 2020 and 9 closed out, a net change of +14 holders.
  • The largest GraniteShares Gold Shares buyer in Q3 2020 was Bank of New York Mellon, an estimated $21.7M added.
  • The largest GraniteShares Gold Shares seller in Q3 2020 was Tidal Investments, an estimated $76.7M sold.

Based on aggregated 13F filings for Q3 2020.