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Sprott Physical Gold and Silver Trust

179 hedge funds and large institutions have $92.7B invested in Sprott Physical Gold and Silver Trust in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

4% more funds holding

Funds holding: 172179 (+7)

1% less capital invested

Capital invested by funds: $93.2B → $92.7B (-$503M)

8% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 53

1.13% less ownership

Funds ownership: 17.48%16.35% (-1.1%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
179
Holders Change
+7
Holders Change %
+4.07%
% of All Funds
4.78%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
16
Increased
49
Reduced
53
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$6.8M +$632K +44,732 +10%
CAN
27
Cetera Advisor Networks
California
$6.8M +$3.24M +229,473 +88%
PAMP
28
Polar Asset Management Partners
Ontario, Canada
$6.67M -$4.3M -304,735 -39%
ECM
29
Evergreen Capital Management
Washington
$6.63M +$2.96M +209,657 +78%
AIMCA
30
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.61M -$3.47M -245,790 -40%
GIM
31
Guild Investment Management
California
$5.81M -$48.7K -3,448 -0.8%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$4.51M +$393K +27,796 +9%
AII
33
AGF Investments Inc
Ontario, Canada
$4.14M -$1.01M -71,500 -19%
FIM
34
Freedom Investment Management
Connecticut
$3.92M +$1.05M +74,207 +35%
HCM
35
Hollencrest Capital Management
California
$3.77M
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$3.67M -$35.5K -2,510 -0.9%
SC
37
Scotia Capital
Ontario, Canada
$3.59M +$130K +9,232 +4%
CC
38
Cannell & Co
New York
$3.43M
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$3.36M +$396K +28,053 +13%
Ameriprise
40
Ameriprise
Minnesota
$3.3M +$1.51M +107,054 +81%
BA
41
Bennicas & Associates
California
$3.23M -$80.5K -5,700 -2%
GIM
42
Greylin Investment Management
Virginia
$3.17M -$46.3K -3,275 -1%
MWM
43
Merriman Wealth Management
Washington
$2.91M +$769K +54,426 +35%
BTS
44
BB&T Securities
Virginia
$2.73M -$107K -7,600 -4%
CA
45
Cetera Advisors
Colorado
$2.39M -$190K -13,441 -7%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$2.34M +$201K +14,207 +9%
BIA
47
Barry Investment Advisors
Massachusetts
$2.31M +$2.36M +166,867 New
AGM
48
Alpine Global Management
New York
$2.23M -$401K -28,400 -15%
OC
49
Oppenheimer & Close
New York
$2.11M
WA
50
WFG Advisors
Texas
$2.07M +$387K +27,370 +22%

CEF Hedge Fund Activity: Q3 2016 in Review

179 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q3 2016, worth a combined $92.7B — down 0.54% from $93.2B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CEF positions and 9 closed out — a net gain of 7 holders — while 49 added to existing stakes and 53 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $6.24M. The largest seller was Wellington Management Group, cutting an estimated $27.5M.

  • 179 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q3 2016, up from 172 in Q2 2016.
  • Funds reported $92.7B of Sprott Physical Gold and Silver Trust stock for Q3 2016, down 0.54% quarter-over-quarter.
  • 16 funds opened new Sprott Physical Gold and Silver Trust positions in Q3 2016 and 9 closed out, a net change of +7 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q3 2016 was Royal Bank of Canada, an estimated $6.24M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q3 2016 was Wellington Management Group, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2016.