GraniteShares Gold Shares
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$21.7M |
| 2 |
JPG
Jordan Park Group
San Francisco,
California
|
+$20.1M |
| 3 |
Jane Street
New York
|
+$19.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$15.4M |
| 5 |
RBA
Richard Bernstein Advisors
New York
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$76.7M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$22M |
| 3 |
CIA
CSat Investment Advisory
Detroit,
Michigan
|
-$3.81M |
| 4 |
VAS
Valicenti Advisory Services
Elmira,
New York
|
-$3.18M |
| 5 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
-$969K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
76
Tidal Investments
Milwaukee,
Wisconsin
| – | -$76.7M | -4,323,050 | Closed |
|
|
77
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$22M | -1,237,658 | Closed |
|
|
IA
78
IndexIQ Advisors
New York
| – | -$289K | -16,355 | Closed |
|
|
CAN
79
Cetera Advisor Networks
El Segundo,
California
| – | -$62K | -3,477 | Closed |
|
|
VFA
80
Valeo Financial Advisors
Carmel,
Indiana
| – | -$30K | -1,680 | Closed |
|
|
CWAF
81
Core Wealth Advisors (Florida)
Lakeland,
Florida
| – | -$16K | -878 | Closed |
|
|
CH
82
Canton Hathaway
Providence,
Rhode Island
| – | -$8K | -460 | Closed |
|
|
AF
83
Advisornet Financial
Minnetonka,
Minnesota
| – | -$5K | -300 | Closed |
|
|
OPS
84
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$1K | -73 | Closed |
|
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.