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Sprott Physical Gold and Silver Trust

183 hedge funds and large institutions have $649M invested in Sprott Physical Gold and Silver Trust in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.7% less ownership

Funds ownership: 19.52%18.82% (-0.7%)

4% less capital invested

Capital invested by funds: $676M → $649M (-$27.6M)

4% less funds holding

Funds holding: 191183 (-8)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

56% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 70

Holders
183
Holders Change
-8
Holders Change %
-4.19%
% of All Funds
4.93%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
15
Increased
31
Reduced
70
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
51
Arcadia Investment Management
Michigan
$1.52M
Federated Hermes
52
Federated Hermes
Pennsylvania
$1.5M
CIC
53
Chase Investment Counsel
Virginia
$1.47M
AFM
54
Anson Funds Management
Texas
$1.4M
CL
55
CSS LLC
Illinois
$1.4M +$72K +6,013 +5%
MAS
56
Madden Advisory Services
Florida
$1.34M -$55.5K -4,635 -4%
BUB
57
BBVA USA Bancshares
Texas
$1.34M
SJIC
58
St. James Investment Company
Texas
$1.31M +$33.2K +2,775 +3%
Goldman Sachs
59
Goldman Sachs
New York
$1.29M -$10.9K -907 -0.8%
MFS
60
MSI Financial Services
Massachusetts
$1.27M -$5.73K -479 -0.4%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$1.27M -$71.9K -6,005 -5%
RGC
62
Roberts, Glore & Co
Illinois
$1.15M +$95.7K +8,000 +9%
CDH
63
Charles D. Hyman
$1.11M -$83.2K -6,950 -7%
OC
64
Oarsman Capital
Wisconsin
$1.08M +$1.11M +92,682 New
TD Asset Management
65
TD Asset Management
Ontario, Canada
$980K -$812K -67,829 -46%
BSWMG
66
Barrington Strategic Wealth Management Group
Illinois
$924K -$11.5K -961 -1%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$919K -$113K -9,448 -11%
William Blair & Company
68
William Blair & Company
Illinois
$876K +$4.31K +360 +0.5%
STI
69
Susquehanna Trust & Investment
Pennsylvania
$849K -$131K -10,925 -13%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$826K -$69.7K -5,823 -8%
SWP
71
Stratos Wealth Partners
Ohio
$791K -$718 -60 -0.1%
BFA
72
Bragg Financial Advisors
North Carolina
$756K
Mariner
73
Mariner
Kansas
$748K
DADC
74
D.A. Davidson & Co
Montana
$741K -$10.8K -900 -1%
PL
75
Plancorp LLC
Missouri
$733K

CEF Hedge Fund Activity: Q2 2015 in Review

183 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q2 2015, worth a combined $649M — down 4.1% from $676M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of CEF and 15 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 31 added.

The largest buyer was Capstone Investment Advisors, adding an estimated $10.4M. The largest seller was Artemis Investment Management, exiting entirely with an estimated $29.8M sold.

  • 183 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q2 2015, down from 191 in Q1 2015.
  • Funds reported $649M of Sprott Physical Gold and Silver Trust stock for Q2 2015, down 4.1% quarter-over-quarter.
  • 15 funds opened new Sprott Physical Gold and Silver Trust positions in Q2 2015 and 18 closed out, a net change of -3 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q2 2015 was Capstone Investment Advisors, an estimated $10.4M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q2 2015 was Artemis Investment Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q2 2015.