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Sprott Physical Gold and Silver Trust

176 hedge funds and large institutions have $84.9B invested in Sprott Physical Gold and Silver Trust in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $70.7B → $84.9B (+$14.2B)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.13% less ownership

Funds ownership: 20.02%19.89% (-0.13%)

6% less funds holding

Funds holding: 187176 (-11)

12% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 57

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

Holders
176
Holders Change
-11
Holders Change %
-5.88%
% of All Funds
4.69%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
12
Increased
50
Reduced
57
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAC
1
Smith Affiliated Capital
New York
$84.3B
Allianz Asset Management
2
Allianz Asset Management
Germany
$63.7M -$1.36M -119,000 -3%
Morgan Stanley
3
Morgan Stanley
New York
$57.2M -$1.46M -127,578 -3%
Parallax Volatility Advisers
4
Parallax Volatility Advisers
California
$52.6M
Capstone Investment Advisors
5
Capstone Investment Advisors
New York
$38.7M -$10.7M -938,571 -23%
PAMP
6
Polar Asset Management Partners
Ontario, Canada
$26.1M -$310K -27,139 -1%
LCM
7
Landscape Capital Management
New Jersey
$23.5M -$7.89M -691,420 -26%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$21.7M -$5.41M -474,200 -21%
LPL Financial
9
LPL Financial
California
$19.7M +$3.89M +340,384 +26%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$17M +$2.36M +206,550 +17%
Wells Fargo
11
Wells Fargo
California
$13.4M +$1.23M +107,620 +11%
AGM
12
Alpine Global Management
New York
$11.3M -$30.8K -2,700 -0.3%
Citigroup
13
Citigroup
New York
$11.2M -$78.4K -6,870 -0.7%
COLIM
14
City of London Investment Management
United Kingdom
$10.6M +$138K +12,079 +1%
CIBC Asset Management
15
CIBC Asset Management
Ontario, Canada
$10.5M +$7.72M +676,450 +341%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$10.3M +$95.6K +8,370 +1%
CVM
17
Cheviot Value Management
California
$10.3M +$19.2K +1,680 +0.2%
RCM
18
Rivernorth Capital Management
Florida
$8.84M
NHFG
19
New Harbor Financial Group
Massachusetts
$8.52M +$262K +22,907 +3%
HighTower Advisors
20
HighTower Advisors
Illinois
$8.48M -$613K -53,664 -7%
FRM
21
Fore Research & Management
New York
$8.26M -$210K -18,382 -3%
EAM
22
Evanson Asset Management
California
$8.26M -$95.6K -8,372 -1%
MIG
23
Mariner Investment Group
New York
$8.21M -$171K -15,000 -2%
PHS
24
Pekin Hardy Strauss
Illinois
$7.58M +$1.05M +92,125 +17%
RJA
25
Raymond James & Associates
Florida
$7.58M +$3.15M +275,956 +78%

CEF Hedge Fund Activity: Q1 2016 in Review

176 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q1 2016, worth a combined $84.9B — up 20% from $70.7B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of CEF and 12 opened new positions — a net loss of 8 holders — while 57 trimmed existing stakes and 50 added.

The largest buyer was CIBC Asset Management, adding an estimated $7.72M. The largest seller was Capstone Investment Advisors, cutting an estimated $10.7M.

  • 176 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q1 2016, down from 187 in Q4 2015.
  • Funds reported $84.9B of Sprott Physical Gold and Silver Trust stock for Q1 2016, up 20% quarter-over-quarter.
  • 12 funds opened new Sprott Physical Gold and Silver Trust positions in Q1 2016 and 20 closed out, a net change of -8 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q1 2016 was CIBC Asset Management, an estimated $7.72M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q1 2016 was Capstone Investment Advisors, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2016.