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GraniteShares Gold Shares
BAR

61 hedge funds and large institutions have $918M invested in GraniteShares Gold Shares in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 8

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

27% more capital invested

Capital invested by funds: $722M → $918M (+$197M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more funds holding

Funds holding: 55 → 61 (+6)

14.37% less ownership

Funds ownership: 104.34% → 89.96% (-14%)

Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
1.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
11
Increased
31
Reduced
8
Closed
5
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
+$45M
2
CIA
CSat Investment Advisory
Michigan
+$22.1M
3
TI
Tidal Investments
Wisconsin
+$22.1M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.4M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$3.31M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$23.8M
2
FTUS
Flow Traders U.S.
New York
-$1.64M
3
JPG
Jordan Park Group
California
-$719K
4
HH
Hilltop Holdings
Texas
-$222K
5
UBS Group
UBS Group
Switzerland
-$162K
Name Holding Trade Value Shares
Change 		Change in
Stake
S
51
SignatureFD
Georgia
$16K +$6.11K +358 +66%
CWAF
52
Core Wealth Advisors (Florida)
Florida
$16K +$15K +878 New
CFGS
53
Concourse Financial Group Securities
Alabama
$15K – – –
SFS
54
Sowell Financial Services
Arkansas
$14K – – –
CCMW
55
Cypress Capital Management (Wyoming)
Wyoming
$9K – – –
SIS
56
Sound Income Strategies
Florida
$8K – – –
CH
57
Canton Hathaway
Rhode Island
$8K +$7.85K +460 New
GWM
58
Geneos Wealth Management
Colorado
$7K – – –
AF
59
Advisornet Financial
Minnesota
$5K – – –
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
OPS
61
Orion Portfolio Solutions
Nebraska
$1K -$188 -11 -13%
FTUS
62
Flow Traders U.S.
New York
– -$1.64M -104,609 Closed
ASN
63
Advisory Services Network
Georgia
– -$17K -1,055 Closed
BWM
64
BerganKDV Wealth Management
Minnesota
– -$9K -580 Closed
OFG
65
OmniStar Financial Group
North Carolina
– -$8K -500 Closed
SNT
66
Security National Trust
West Virginia
– -$6K -400 Closed
1 2
3

BAR Hedge Fund Activity: Q2 2020 in Review

61 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q2 2020, worth a combined $918M — up 27% from $722M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BAR positions and 5 closed out — a net gain of 6 holders — while 31 added to existing stakes and 8 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $45M. The largest seller was Bank of America, cutting an estimated $23.8M.

  • 61 institutional investors held GraniteShares Gold Shares (BAR) as of Q2 2020, up from 55 in Q1 2020.
  • Funds reported $918M of GraniteShares Gold Shares stock for Q2 2020, up 27% quarter-over-quarter.
  • 11 funds opened new GraniteShares Gold Shares positions in Q2 2020 and 5 closed out, a net change of +6 holders.
  • The largest GraniteShares Gold Shares buyer in Q2 2020 was Bank of New York Mellon, an estimated $45M added.
  • The largest GraniteShares Gold Shares seller in Q2 2020 was Bank of America, an estimated $23.8M sold.

Based on aggregated 13F filings for Q2 2020.