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Sprott Physical Gold and Silver Trust

188 hedge funds and large institutions have $664M invested in Sprott Physical Gold and Silver Trust in 2014 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

2% more funds holding

Funds holding: 185188 (+3)

1% less capital invested

Capital invested by funds: $674M → $664M (-$9.45M)

1.02% less ownership

Funds ownership: 19.02%18% (-1%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

40% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 70

Holders
188
Holders Change
+3
Holders Change %
+1.62%
% of All Funds
5.01%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.29%
New
32
Increased
42
Reduced
70
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
51
CSS LLC
Illinois
$1.99M +$238K +20,059 +13%
Geode Capital Management
52
Geode Capital Management
Massachusetts
$1.93M +$1.98M +166,739 New
CA
53
Commerzbank Aktiengesellschaft
Germany
$1.81M +$1.85M +156,000 New
SCM
54
Summit Capital Management
Washington
$1.72M -$33.5K -2,820 -2%
HCM
55
Howland Capital Management
Massachusetts
$1.72M -$2.33M -196,520 -57%
Fiera Capital (Canada)
56
Fiera Capital (Canada)
Quebec, Canada
$1.63M
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.48M -$216K -18,192 -12%
MAS
58
Madden Advisory Services
Florida
$1.43M -$115K -9,704 -7%
AFM
59
Anson Funds Management
Texas
$1.39M +$1.42M +120,000 New
SC
60
Scotia Capital
Ontario, Canada
$1.38M -$240K -20,193 -15%
BUB
61
BBVA USA Bancshares
Texas
$1.33M
OCM
62
Otter Creek Management
Florida
$1.27M +$1.3M +110,000 New
CIC
63
Chase Investment Counsel
Virginia
$1.21M -$26.1K -2,200 -2%
CDH
64
Charles D. Hyman
$1.18M -$114K -9,650 -9%
Goldman Sachs
65
Goldman Sachs
New York
$1.16M -$196K -16,483 -14%
STI
66
Susquehanna Trust & Investment
Pennsylvania
$1.06M -$5.93M -500,115 -85%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$1.05M +$20.5K +1,732 +2%
RGC
68
Roberts, Glore & Co
Illinois
$1.01M +$332K +27,975 +47%
SWP
69
Stratos Wealth Partners
Ohio
$975K +$11K +925 +1%
BSWMG
70
Barrington Strategic Wealth Management Group
Illinois
$944K -$218K -18,377 -18%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$920K -$295K -24,876 -24%
NES
72
New England Securities
New York
$897K -$68.5K -5,775 -7%
WA
73
WFG Advisors
Texas
$896K -$1.01M -85,524 -53%
Mariner
74
Mariner
Kansas
$891K +$913K +76,953 New
PRHC
75
P.R. Herzig & Co
New York
$875K -$109K -9,200 -11%

CEF Hedge Fund Activity: Q4 2014 in Review

188 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q4 2014, worth a combined $664M — down 1.4% from $674M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CEF positions and 25 closed out — a net gain of 7 holders — while 42 added to existing stakes and 70 trimmed.

The largest buyer was Capstone Investment Advisors, adding an estimated $23.9M. The largest seller was Millennium Management, exiting entirely with an estimated $18.2M sold.

  • 188 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q4 2014, up from 185 in Q3 2014.
  • Funds reported $664M of Sprott Physical Gold and Silver Trust stock for Q4 2014, down 1.4% quarter-over-quarter.
  • 32 funds opened new Sprott Physical Gold and Silver Trust positions in Q4 2014 and 25 closed out, a net change of +7 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q4 2014 was Capstone Investment Advisors, an estimated $23.9M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q4 2014 was Millennium Management, an estimated $18.2M sold.

Based on aggregated 13F filings for Q4 2014.