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Sprott Physical Gold and Silver Trust

185 hedge funds and large institutions have $674M invested in Sprott Physical Gold and Silver Trust in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% more ownership

Funds ownership: 18.67%19.02% (+0.35%)

0% more funds holding

Funds holding: 185185 (0)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

30% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 60

99% less capital invested

Capital invested by funds: $85.3B → $674M (-$84.7B)

Holders
185
Holders Change
Holders Change %
0%
% of All Funds
5.37%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
17
Increased
42
Reduced
60
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
26
Rivernorth Capital Management
Florida
$7.04M
LCM
27
Landscape Capital Management
New Jersey
$6.82M +$1.66M +120,785 +28%
PP
28
Paloma Partners
Connecticut
$6.16M -$355K -25,824 -5%
U
29
UBS
Switzerland
$6.09M -$1.89M -137,259 -22%
Stifel Financial
30
Stifel Financial
Missouri
$5.69M -$68.7K -4,998 -1%
GIM
31
Greylin Investment Management
Virginia
$4.89M +$5.46M +397,625 New
CAN
32
Cetera Advisor Networks
California
$4.77M +$189K +13,762 +4%
HighTower Advisors
33
HighTower Advisors
Illinois
$4.39M +$4.9M +356,315 New
NHFG
34
New Harbor Financial Group
Massachusetts
$4.34M -$2.4M -174,533 -33%
HCM
35
Howland Capital Management
Massachusetts
$4.24M +$2.34M +170,065 +97%
Federated Hermes
36
Federated Hermes
Pennsylvania
$3.88M
AIM
37
Assured Investment Management
New York
$3.69M
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$3.67M +$57K +4,151 +1%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$3.6M +$1.88M +137,021 +89%
HCM
40
Hollencrest Capital Management
California
$3.54M
CA
41
Cetera Advisors
Colorado
$3.51M +$116K +8,416 +3%
BA
42
Bennicas & Associates
California
$3.29M -$13.7K -1,000 -0.4%
Bank of America
43
Bank of America
North Carolina
$3.03M -$382K -27,767 -10%
PAG
44
Private Advisor Group
New Jersey
$2.8M -$398K -28,942 -11%
MWM
45
Merriman Wealth Management
Washington
$2.55M +$1.89M +137,335 +162%
CPS
46
Counsel Portfolio Services
Ontario, Canada
$2.49M -$664K -48,301 -19%
PG
47
Portola Group
California
$2.38M -$74.2K -5,400 -3%
HP
48
HT Partners
Connecticut
$2.29M -$3.2K -233 -0.1%
GIM
49
Guild Investment Management
California
$2.22M -$565K -41,096 -19%
WA
50
WFG Advisors
Texas
$2M +$396K +28,824 +21%

CEF Hedge Fund Activity: Q3 2014 in Review

185 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q3 2014, worth a combined $674M — down 99% from $85.3B a quarter earlier.

Fund positioning in CEF was balanced in Q3 2014: 17 funds opened new positions, 17 closed out, 42 added to existing stakes and 60 trimmed.

The largest buyer was Capstone Investment Advisors, adding an estimated $7.11M. The largest seller was Canada Life, cutting an estimated $4.6M.

  • 185 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $674M of Sprott Physical Gold and Silver Trust stock for Q3 2014, down 99% quarter-over-quarter.
  • 17 funds opened new Sprott Physical Gold and Silver Trust positions in Q3 2014 and 17 closed out, a net change of 0 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q3 2014 was Capstone Investment Advisors, an estimated $7.11M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q3 2014 was Canada Life, an estimated $4.6M sold.

Based on aggregated 13F filings for Q3 2014.