GraniteShares Gold Shares
52 hedge funds and large institutions have $515M invested in GraniteShares Gold Shares in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 13 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.93% less ownership
Funds ownership: 90.18% → 87.25% (-2.9%)
4% less funds holding
Funds holding: 54 → 52 (-2)
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
29% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 17
78% less capital inflows, than outflows
Capital inflows: $13.5M | Capital outflows: $60.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
CSat Investment Advisory
Detroit,
Michigan
|
+$3.28M |
| 2 |
Tidal Investments
Milwaukee,
Wisconsin
|
+$3.28M |
| 3 |
JPG
Jordan Park Group
San Francisco,
California
|
+$1.51M |
| 4 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$927K |
| 5 |
Private Advisor Group
Morristown,
New Jersey
|
+$813K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$27.6M |
| 2 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$13.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$5.57M |
| 4 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$3.59M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.82M |
BAR Hedge Fund Activity: Q4 2019 in Review
52 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q4 2019, worth a combined $515M — down 6.2% from $549M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of BAR and 11 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 12 added.
The largest buyer was CSat Investment Advisory, opening a new position worth an estimated $3.28M. The largest seller was Envestnet Asset Management, cutting an estimated $27.6M.
- 52 institutional investors held GraniteShares Gold Shares (BAR) as of Q4 2019, down from 54 in Q3 2019.
- Funds reported $515M of GraniteShares Gold Shares stock for Q4 2019, down 6.2% quarter-over-quarter.
- 11 funds opened new GraniteShares Gold Shares positions in Q4 2019 and 13 closed out, a net change of -2 holders.
- The largest GraniteShares Gold Shares buyer in Q4 2019 was CSat Investment Advisory, an estimated $3.28M added.
- The largest GraniteShares Gold Shares seller in Q4 2019 was Envestnet Asset Management, an estimated $27.6M sold.
Based on aggregated 13F filings for Q4 2019.