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Sprott Physical Gold and Silver Trust

273 hedge funds and large institutions have $804M invested in Sprott Physical Gold and Silver Trust in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

1.94% less ownership

Funds ownership: 25.39%23.45% (-1.9%)

3% less funds holding

Funds holding: 282273 (-9)

14% less capital invested

Capital invested by funds: $931M → $804M (-$126M)

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

23% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 79

Holders
273
Holders Change
-9
Holders Change %
-3.19%
% of All Funds
4.7%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
21
Increased
61
Reduced
79
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
151
Cresset Asset Management
Illinois
$361K +$373K +23,160 New
IC
152
Inverness Counsel
New York
$351K -$12.5K -778 -3%
BBA
153
BLB&B Advisors
Pennsylvania
$340K -$24.1K -1,500 -6%
CWM
154
Cornerstone Wealth Management
Missouri
$340K -$2.98K -185 -0.8%
CIAS
155
Capital Investment Advisory Services
North Carolina
$311K
IFO
156
Independent Family Office
New York
$311K
Barclays
157
Barclays
United Kingdom
$305K
IWN
158
Independent Wealth Network
Iowa
$300K -$9.89K -615 -3%
AF
159
Advisornet Financial
Minnesota
$297K -$20.9K -1,300 -6%
WCM
160
WealthBridge Capital Management
Ohio
$292K
BFS
161
Bard Financial Services
Connecticut
$291K
RCAG
162
Rehmann Capital Advisory Group
Michigan
$291K +$301K +18,681 New
MIG
163
Mariner Investment Group
New York
$286K +$296K +18,392 New
WWM
164
Western Wealth Management
Colorado
$284K
KAM
165
Knightsbridge Asset Management
California
$269K
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$267K -$527K -32,785 -66%
CCB
167
Cutter & Co Brokerage
Missouri
$258K
MW
168
MBL Wealth
North Carolina
$257K -$4.25M -264,085 -94%
SB
169
Simmons Bank
Arkansas
$256K -$5.36K -333 -2%
AIP
170
Almanack Investment Partners
Pennsylvania
$254K -$4.83K -300 -2%
STA
171
Summit Trail Advisors
New York
$241K -$34.6K -2,149 -12%
AUB
172
Atlantic Union Bankshares
Virginia
$241K
TDC
173
Thompson Davis & Co
Virginia
$237K
RFA
174
Resurgent Financial Advisors
Georgia
$234K
CAP
175
Columbia Advisory Partners
Washington
$232K

CEF Hedge Fund Activity: Q3 2022 in Review

273 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q3 2022, worth a combined $804M — down 14% from $931M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of CEF and 21 opened new positions — a net loss of 5 holders — while 79 trimmed existing stakes and 61 added.

The largest buyer was Hunting Hill Global Capital, adding an estimated $22.8M. The largest seller was Private Advisor Group, cutting an estimated $82.6M.

  • 273 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q3 2022, down from 282 in Q2 2022.
  • Funds reported $804M of Sprott Physical Gold and Silver Trust stock for Q3 2022, down 14% quarter-over-quarter.
  • 21 funds opened new Sprott Physical Gold and Silver Trust positions in Q3 2022 and 26 closed out, a net change of -5 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q3 2022 was Hunting Hill Global Capital, an estimated $22.8M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q3 2022 was Private Advisor Group, an estimated $82.6M sold.

Based on aggregated 13F filings for Q3 2022.