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Sprott Physical Gold and Silver Trust

219 hedge funds and large institutions have $818M invested in Sprott Physical Gold and Silver Trust in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 76 increasing their positions, 46 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

65% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 46

24% more capital invested

Capital invested by funds: $658M → $818M (+$160M)

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

9% more funds holding

Funds holding: 201219 (+18)

1.09% more ownership

Funds ownership: 20.12%21.22% (+1.1%)

Holders
219
Holders Change
+18
Holders Change %
+8.96%
% of All Funds
4.42%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.22%
New
39
Increased
76
Reduced
46
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
101
Chartist Inc
California
$783K +$820K +42,703 New
US Bancorp
102
US Bancorp
Minnesota
$724K -$449K -23,405 -37%
WA
103
WealthTrust Axiom
Pennsylvania
$683K
PC
104
Periscope Capital
Ontario, Canada
$660K +$691K +35,987 New
LCP
105
Legacy Capital Partners
Wisconsin
$643K +$960 +50 +0.1%
CCA
106
Cobblestone Capital Advisors
New York
$634K -$69.6K -3,625 -9%
OMC
107
Old Mission Capital
Illinois
$631K +$660K +34,396 New
JIP
108
Jaffetilchin Investment Partners
Florida
$606K +$634K +33,016 New
EVC
109
Eidelman Virant Capital
Missouri
$591K +$609K +31,736 New
Mariner
110
Mariner
Kansas
$581K -$105K -5,460 -15%
HH
111
Hilltop Holdings
Texas
$580K -$478K -24,919 -44%
KM
112
Kalos Management
Georgia
$575K -$6.91K -360 -1%
DFG
113
Demars Financial Group
Washington
$575K +$53.3K +2,775 +10%
IC
114
IEQ Capital
California
$545K
AWM
115
AE Wealth Management
Kansas
$541K +$566K +29,508 New
GWM
116
Geneos Wealth Management
Colorado
$535K +$61.3K +3,192 +12%
UCFA
117
United Capital Financial Advisors
Texas
$515K +$4.05K +211 +0.8%
OCAM
118
Onex Canada Asset Management
Ontario, Canada
$513K
IWM
119
IHT Wealth Management
Illinois
$513K +$536K +27,950 New
TFCP
120
Twin Focus Capital Partners
Massachusetts
$510K -$192K -10,000 -26%
CHA
121
Carmichael Hill & Associates
Maryland
$485K -$86.2K -4,492 -15%
Toronto Dominion Bank
122
Toronto Dominion Bank
Ontario, Canada
$477K -$787 -41 -0.2%
AF
123
Advisornet Financial
Minnesota
$464K +$70.2K +3,660 +17%
WAM
124
Wolverine Asset Management
Illinois
$464K +$486K +25,336 New
IC
125
Inverness Counsel
New York
$461K -$902 -47 -0.2%

CEF Hedge Fund Activity: Q3 2020 in Review

219 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q3 2020, worth a combined $818M — up 24% from $658M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CEF positions and 19 closed out — a net gain of 20 holders — while 76 added to existing stakes and 46 trimmed.

The largest buyer was Jupiter Asset Management, opening a new position worth an estimated $66.9M. The largest seller was Antipodes Partners, exiting entirely with an estimated $16M sold.

  • 219 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q3 2020, up from 201 in Q2 2020.
  • Funds reported $818M of Sprott Physical Gold and Silver Trust stock for Q3 2020, up 24% quarter-over-quarter.
  • 39 funds opened new Sprott Physical Gold and Silver Trust positions in Q3 2020 and 19 closed out, a net change of +20 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q3 2020 was Jupiter Asset Management, an estimated $66.9M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q3 2020 was Antipodes Partners, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2020.