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Sprott Physical Gold and Silver Trust

174 hedge funds and large institutions have $86.3B invested in Sprott Physical Gold and Silver Trust in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $72.7B → $86.3B (+$13.6B)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

0.92% less ownership

Funds ownership: 20.4%19.48% (-0.92%)

3% less funds holding

Funds holding: 179174 (-5)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

23% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 60

Holders
174
Holders Change
-5
Holders Change %
-2.79%
% of All Funds
5.64%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.49%
New
16
Increased
46
Reduced
60
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPS
176
Counsel Portfolio Services
Ontario, Canada
$3.66K +$182K +12,246 +5%
JIC
177
Joel Isaacson & Co
New York
$3K
RJFSA
178
Raymond James Financial Services Advisors
Florida
-$9.51M -699,143 Closed
SO
179
STRS Ohio
Ohio
-$7.28M -534,926 Closed
Capstone Investment Advisors
180
Capstone Investment Advisors
New York
-$1.61M -118,093 Closed
IC
181
Inverness Counsel
New York
-$444K -32,620 Closed
FTUS
182
Flow Traders U.S.
New York
-$419K -30,812 Closed
EVM
183
Eaton Vance Management
Massachusetts
-$286K -21,000 Closed
CWM
184
Concert Wealth Management
California
-$217K -15,915 Closed
BTNA
185
Bremer Trust National Association
Minnesota
-$190K -14,000 Closed
WHRC
186
W.H. Reaves & Co
New Jersey
-$177K -13,050 Closed
BHTS
187
Bar Harbor Trust Services
Maine
-$159K -11,705 Closed
HAIM
188
Hunter Associates Investment Management
Pennsylvania
-$141K -10,400 Closed
APU
189
Alpine Partners USVI
U.S. Virgin Islands
-$136K -10,000 Closed
Bessemer Group
190
Bessemer Group
New Jersey
-$82K -6,030 Closed
SFPIA
191
Stevens First Principles Investment Advisors
California
-$82K -6,000 Closed
WF
192
WealthTrust Fairport
Ohio
-$49K -3,600 Closed
PAS
193
Partnervest Advisory Services
California
-$39K -2,900 Closed
AC
194
Alexandria Capital
Virginia
-$14K -1,000 Closed
TSWM
195
Triangle Securities Wealth Management
North Carolina
-$11K -780 Closed
MA
196
MUFG Americas
New York
-$4K -300 Closed
Envestnet Asset Management
197
Envestnet Asset Management
Illinois
-$1K -104 Closed

CEF Hedge Fund Activity: Q3 2013 in Review

174 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q3 2013, worth a combined $86.3B — up 19% from $72.7B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of CEF and 16 opened new positions — a net loss of 4 holders — while 60 trimmed existing stakes and 46 added.

The largest buyer was Polar Asset Management Partners, adding an estimated $20.4M. The largest seller was Canada Life, cutting an estimated $35.7M.

  • 174 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q3 2013, down from 179 in Q2 2013.
  • Funds reported $86.3B of Sprott Physical Gold and Silver Trust stock for Q3 2013, up 19% quarter-over-quarter.
  • 16 funds opened new Sprott Physical Gold and Silver Trust positions in Q3 2013 and 20 closed out, a net change of -4 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q3 2013 was Polar Asset Management Partners, an estimated $20.4M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q3 2013 was Canada Life, an estimated $35.7M sold.

Based on aggregated 13F filings for Q3 2013.