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Sprott Physical Gold and Silver Trust

187 hedge funds and large institutions have $57B invested in Sprott Physical Gold and Silver Trust in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

0.26% more ownership

Funds ownership: 16.43%16.7% (+0.26%)

0% more funds holding

Funds holding: 187187 (0)

4% less capital invested

Capital invested by funds: $59.4B → $57B (-$2.39B)

25% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 59

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
187
Holders Change
Holders Change %
0%
% of All Funds
4.66%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
16
Increased
44
Reduced
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAC
1
Smith Affiliated Capital
New York
$56.5B
Parallax Volatility Advisers
2
Parallax Volatility Advisers
California
$51.3M
Morgan Stanley
3
Morgan Stanley
New York
$38.9M +$3.61M +286,919 +10%
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$34.1M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.5M -$1.74M -138,003 -7%
CTC
6
Central Trust Company
Missouri
$21.4M +$4.05M +321,750 +23%
Citigroup
7
Citigroup
New York
$20.4M -$11.3K -900 -0.1%
SI
8
Sprott Inc
Ontario, Canada
$19.6M -$75.9K -6,023 -0.4%
HighTower Advisors
9
HighTower Advisors
Illinois
$15M +$462K +36,696 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$11.3M +$112K +8,873 +1%
CVM
11
Cheviot Value Management
California
$11.2M -$158K -12,584 -1%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$10.6M -$14.8K -1,175 -0.1%
Wells Fargo
13
Wells Fargo
California
$10.4M -$382K -30,359 -3%
LCM
14
Landscape Capital Management
New Jersey
$9.9M -$2.15M -170,494 -18%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.73M +$449K +35,629 +5%
Cohen & Steers
16
Cohen & Steers
New York
$9.42M +$3.36M +266,866 +54%
BFA
17
Beaumont Financial Advisors
Massachusetts
$8.84M +$1.78M +140,934 +24%
RCM
18
Rivernorth Capital Management
Florida
$8.79M -$306K -24,300 -3%
EAM
19
Evanson Asset Management
California
$8.53M -$395K -31,365 -4%
RJA
20
Raymond James & Associates
Florida
$8.12M +$120K +9,539 +1%
PC
21
Periscope Capital
Ontario, Canada
$7.64M
Bank of America
22
Bank of America
North Carolina
$7.43M +$593K +47,043 +8%
PHS
23
Pekin Hardy Strauss
Illinois
$7.3M +$54.2K +4,300 +0.7%
JIP
24
Jaffetilchin Investment Partners
Florida
$6.37M -$181K -14,350 -3%
FTIOP
25
Fiduciary Trust International of Pennsylvania
Pennsylvania
$6.35M +$6.49M +515,300 New

CEF Hedge Fund Activity: Q2 2017 in Review

187 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q2 2017, worth a combined $57B — down 4% from $59.4B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CEF positions and 14 closed out — a net gain of 2 holders — while 44 added to existing stakes and 59 trimmed.

The largest buyer was Fiduciary Trust International of Pennsylvania, opening a new position worth an estimated $6.49M. The largest seller was LPL Financial, cutting an estimated $8.77M.

  • 187 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $57B of Sprott Physical Gold and Silver Trust stock for Q2 2017, down 4% quarter-over-quarter.
  • 16 funds opened new Sprott Physical Gold and Silver Trust positions in Q2 2017 and 14 closed out, a net change of +2 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q2 2017 was Fiduciary Trust International of Pennsylvania, an estimated $6.49M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q2 2017 was LPL Financial, an estimated $8.77M sold.

Based on aggregated 13F filings for Q2 2017.