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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
APA
51
American Portfolios Advisors
New York
$125K +$11.4K +600 +10%
GEA
52
Glen Eagle Advisors
New Jersey
$121K – – –
AIM
53
Acropolis Investment Management
Missouri
$109K – – –
Deutsche Bank
54
Deutsche Bank
Germany
$69K +$32.2K +1,693 +86%
FP
55
Fiduciary Planning
Florida
$44K +$45K +2,363 New
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$43K +$13.3K +700 +44%
GT
57
Glenmede Trust
Pennsylvania
$31K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$30K +$30.1K +1,584 New
IFAM
59
Institutional & Family Asset Management
Colorado
$28K – – –
ASN
60
Advisory Services Network
Georgia
$20K +$20.1K +1,055 New
AWA
61
Arkadios Wealth Advisors
Georgia
$18.9K +$19K +1,000 New
S
62
SignatureFD
Georgia
$17K +$419 +22 +2%
CFGS
63
Concourse Financial Group Securities
Alabama
$16K – – –
SFS
64
Sowell Financial Services
Arkansas
$15K – – –
SIS
65
Sound Income Strategies
Florida
$13K +$4.13K +217 +47%
CCMW
66
Cypress Capital Management (Wyoming)
Wyoming
$9K – – –
GWM
67
Geneos Wealth Management
Colorado
$8K – – –
AF
68
Allworth Financial
California
$7K +$7.06K +371 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7.57K +398 New
TRCT
70
Tower Research Capital (TRC)
New York
$6K +$5.71K +300 New
AssetMark Inc
71
AssetMark Inc
California
$6K +$5.94K +312 New
GRP
72
Global Retirement Partners
California
$4K +$4.11K +216 New
F
73
F3Logic
Minnesota
$3.06K +$3.1K +163 New
SPIA
74
Steward Partners Investment Advisory
New York
$2K -$105K -5,518 -98%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
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.