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Sprott Physical Gold and Silver Trust

185 hedge funds and large institutions have $85.8B invested in Sprott Physical Gold and Silver Trust in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $82.6B → $85.8B (+$3.26B)

1.17% less ownership

Funds ownership: 21.23%20.07% (-1.2%)

5% less funds holding

Funds holding: 194185 (-9)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

34% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 70

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
185
Holders Change
-9
Holders Change %
-4.64%
% of All Funds
5.34%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
14
Increased
46
Reduced
70
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAC
1
Smith Affiliated Capital
New York
$85.1B
FAM
2
Forty4 Asset Management
Illinois
$58.3M -$26.4M -1,855,345 -30%
Parallax Volatility Advisers
3
Parallax Volatility Advisers
California
$54.3M +$5.33M +375,420 +11%
Morgan Stanley
4
Morgan Stanley
New York
$52.6M -$3.51M -246,716 -6%
Allianz Asset Management
5
Allianz Asset Management
Germany
$42M
PAMP
6
Polar Asset Management Partners
Ontario, Canada
$38.6M +$763K +53,663 +2%
BC
7
BMI Capital
New York
$33.9M +$7.16M +503,825 +26%
EPIM
8
Equinox Partners Investment Management
Connecticut
$20.9M
Millennium Management
9
Millennium Management
New York
$16.7M +$13.7M +964,754 +393%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$16.3M +$17.1K +1,200 +0.1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$16.1M +$1.25M +87,794 +8%
Citigroup
12
Citigroup
New York
$15.9M +$3.31K +233 +0%
VFAM
13
Valley Forge Asset Management
Pennsylvania
$15.5M -$401K -28,210 -2%
BFA
14
Beaumont Financial Advisors
Massachusetts
$15.3M -$1.61M -113,066 -9%
PHS
15
Pekin Hardy Strauss
Illinois
$14.3M +$3.9M +274,160 +36%
CVM
16
Cheviot Value Management
California
$12.3M -$530K -37,332 -4%
U
17
UBS
Switzerland
$12.1M +$1.05M +74,082 +9%
LPL Financial
18
LPL Financial
California
$11.8M -$461K -32,476 -4%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$11.5M +$155K +10,911 +1%
Wells Fargo
20
Wells Fargo
California
$10.3M -$2.25M -158,118 -17%
AII
21
AGF Investments Inc
Ontario, Canada
$10.2M -$4.15M -292,077 -28%
EAM
22
Evanson Asset Management
California
$9.84M -$452K -31,790 -4%
PP
23
Paloma Partners
Connecticut
$8.72M +$189K +13,300 +2%
STI
24
Susquehanna Trust & Investment
Pennsylvania
$8.54M -$696K -48,983 -7%
LCM
25
Landscape Capital Management
New Jersey
$8.1M +$4.13M +290,795 +98%

CEF Hedge Fund Activity: Q1 2014 in Review

185 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q1 2014, worth a combined $85.8B — up 3.9% from $82.6B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of CEF and 14 opened new positions — a net loss of 9 holders — while 70 trimmed existing stakes and 46 added.

The largest buyer was Millennium Management, adding an estimated $13.7M. The largest seller was Forty4 Asset Management, cutting an estimated $26.4M.

  • 185 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q1 2014, down from 194 in Q4 2013.
  • Funds reported $85.8B of Sprott Physical Gold and Silver Trust stock for Q1 2014, up 3.9% quarter-over-quarter.
  • 14 funds opened new Sprott Physical Gold and Silver Trust positions in Q1 2014 and 23 closed out, a net change of -9 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q1 2014 was Millennium Management, an estimated $13.7M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q1 2014 was Forty4 Asset Management, an estimated $26.4M sold.

Based on aggregated 13F filings for Q1 2014.