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Sprott Physical Gold and Silver Trust

185 hedge funds and large institutions have $85.3B invested in Sprott Physical Gold and Silver Trust in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

0% more funds holding

Funds holding: 185185 (0)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $85.8B → $85.3B (-$484M)

9% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 56

1.4% less ownership

Funds ownership: 20.07%18.67% (-1.4%)

Holders
185
Holders Change
Holders Change %
0%
% of All Funds
5.32%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
20
Increased
51
Reduced
56
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
76
Cannell & Co
New York
$1.2M
BFA
77
Bragg Financial Advisors
North Carolina
$1.14M -$78.1K -5,650 -7%
Capstone Investment Advisors
78
Capstone Investment Advisors
New York
$1.1M +$1.05M +75,895 New
DADC
79
D.A. Davidson & Co
Montana
$1.07M +$62.9K +4,550 +7%
NES
80
New England Securities
New York
$1.04M -$13.8K -999 -1%
PHIMC
81
Private Harbour Investment Management & Counsel
Ohio
$930K +$380K +27,500 +76%
PL
82
Plancorp LLC
Missouri
$914K
RGC
83
Roberts, Glore & Co
Illinois
$819K +$8.98K +650 +1%
SI
84
SII Investments
Wisconsin
$809K -$4.77K -345 -0.6%
FIM
85
Freedom Investment Management
Connecticut
$788K +$26.3K +1,901 +4%
LCP
86
Legacy Capital Partners
Wisconsin
$729K
IC
87
Inverness Counsel
New York
$728K -$106K -7,684 -13%
CCM
88
Catawba Capital Management
Virginia
$664K
TAM
89
Tocqueville Asset Management
New York
$659K +$623K +45,100 +22,550%
AGM
90
Alpine Global Management
New York
$637K
NPC
91
National Planning Corporation
California
$583K +$32K +2,315 +6%
Ameriprise
92
Ameriprise
Minnesota
$577K +$307K +22,196 +128%
TCT
93
TIAA CREF Trust
Missouri
$568K
GG
94
Gofen & Glossberg
Illinois
$558K
OCM
95
Orrell Capital Management
California
$534K +$505K +36,543 +23,276%
YP
96
Yellowstone Partners
Idaho
$531K
HC
97
Highmount Capital
New York
$528K
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$525K +$8.85K +640 +2%
DAS
99
Dynamic Advisor Solutions
Arizona
$525K +$17.3K +1,250 +4%
BBA
100
BLB&B Advisors
Pennsylvania
$522K

CEF Hedge Fund Activity: Q2 2014 in Review

185 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q2 2014, worth a combined $85.3B — down 0.56% from $85.8B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CEF positions and 18 closed out — a net gain of 2 holders — while 51 added to existing stakes and 56 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $7.33M. The largest seller was Forty4 Asset Management, cutting an estimated $40.9M.

  • 185 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $85.3B of Sprott Physical Gold and Silver Trust stock for Q2 2014, down 0.56% quarter-over-quarter.
  • 20 funds opened new Sprott Physical Gold and Silver Trust positions in Q2 2014 and 18 closed out, a net change of +2 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q2 2014 was Allianz Asset Management, an estimated $7.33M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q2 2014 was Forty4 Asset Management, an estimated $40.9M sold.

Based on aggregated 13F filings for Q2 2014.