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Sprott Physical Gold and Silver Trust

249 hedge funds and large institutions have $953M invested in Sprott Physical Gold and Silver Trust in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 16

23% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 56

17% more capital invested

Capital invested by funds: $818M → $953M (+$135M)

14% more funds holding

Funds holding: 219249 (+30)

2.23% more ownership

Funds ownership: 21.22%23.45% (+2.2%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
249
Holders Change
+30
Holders Change %
+13.7%
% of All Funds
4.41%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
48
Increased
69
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAC
101
Harbor Advisory Corp
New Hampshire
$970K +$933K +50,112 New
CWM
102
Cornerstone Wealth Management
Missouri
$918K
TWM
103
Titus Wealth Management
California
$918K
BS
104
Boenning & Scattergood
Pennsylvania
$904K -$42.8K -2,300 -5%
SAM
105
Stenahm Asset Management
Guernsey
$894K +$864K +46,400 New
CA
106
Cetera Advisors
Colorado
$876K -$22.4K -1,206 -3%
MIG
107
Mariner Investment Group
New York
$871K +$838K +45,000 New
Lido Advisors
108
Lido Advisors
California
$868K +$836K +44,908 New
WF
109
Welch & Forbes
Massachusetts
$859K
NFG
110
Nations Financial Group
Iowa
$851K +$16.2K +870 +2%
NP
111
NorthRock Partners
Minnesota
$837K -$222K -11,925 -22%
CI
112
Chartist Inc
California
$829K +$2.88K +155 +0.4%
SC
113
Scotia Capital
Ontario, Canada
$817K -$794K -42,674 -50%
MAS
114
Madden Advisory Services
Florida
$809K -$27.5K -1,480 -3%
US Bancorp
115
US Bancorp
Minnesota
$764K
TFCP
116
Twin Focus Capital Partners
Massachusetts
$705K +$161K +8,645 +31%
LCP
117
Legacy Capital Partners
Wisconsin
$693K +$14K +750 +2%
CCA
118
Cobblestone Capital Advisors
New York
$669K
IIA
119
IPG Investment Advisors
California
$669K -$756K -40,630 -54%
GWM
120
Geneos Wealth Management
Colorado
$649K +$139K +7,493 +25%
Mariner
121
Mariner
Kansas
$632K +$18K +968 +3%
JIP
122
Jaffetilchin Investment Partners
Florida
$626K -$12.4K -668 -2%
WA
123
WealthTrust Axiom
Pennsylvania
$614K -$102K -5,500 -15%
WAM
124
Wolverine Asset Management
Illinois
$603K +$109K +5,856 +23%
KM
125
Kalos Management
Georgia
$579K -$27K -1,450 -5%

CEF Hedge Fund Activity: Q4 2020 in Review

249 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q4 2020, worth a combined $953M — up 17% from $818M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CEF positions and 16 closed out — a net gain of 32 holders — while 69 added to existing stakes and 56 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $52.7M. The largest seller was OTA Financial Group, cutting an estimated $19M.

  • 249 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q4 2020, up from 219 in Q3 2020.
  • Funds reported $953M of Sprott Physical Gold and Silver Trust stock for Q4 2020, up 17% quarter-over-quarter.
  • 48 funds opened new Sprott Physical Gold and Silver Trust positions in Q4 2020 and 16 closed out, a net change of +32 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q4 2020 was Private Advisor Group, an estimated $52.7M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q4 2020 was OTA Financial Group, an estimated $19M sold.

Based on aggregated 13F filings for Q4 2020.