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Sprott Physical Gold and Silver Trust

197 hedge funds and large institutions have $550M invested in Sprott Physical Gold and Silver Trust in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

5% more funds holding

Funds holding: 187197 (+10)

5.88% less ownership

Funds ownership: 21.98%16.09% (-5.9%)

26% less capital invested

Capital invested by funds: $746M → $550M (-$197M)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

34% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 61

Holders
197
Holders Change
+10
Holders Change %
+5.35%
% of All Funds
4.51%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
25
Increased
40
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Cornerstone Wealth Management
Missouri
$55.7M +$8.39M +635,101 +1,141%
Parallax Volatility Advisers
2
Parallax Volatility Advisers
California
$52.1M
Morgan Stanley
3
Morgan Stanley
New York
$31.4M -$2.78M -210,669 -8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$23.3M +$2.43M +183,927 +11%
AP
5
Antipodes Partners
Australia
$18M -$2.49M -188,364 -12%
RJA
6
Raymond James & Associates
Florida
$17.4M +$7.21M +545,700 +65%
HighTower Advisors
7
HighTower Advisors
Illinois
$17.1M +$1.79M +135,605 +11%
AGM
8
Alpine Global Management
New York
$15M -$1.7M -128,300 -10%
Bank of America
9
Bank of America
North Carolina
$13.3M -$1M -75,806 -7%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$13.3M +$14M +1,059,700 New
CVM
11
Cheviot Value Management
California
$11.8M +$115K +8,703 +0.9%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$11.2M -$72K -5,449 -0.6%
Wells Fargo
13
Wells Fargo
California
$10.8M -$182K -13,777 -2%
Cohen & Steers
14
Cohen & Steers
New York
$10.7M -$1.55M -117,542 -12%
WAM
15
Weiss Asset Management
Massachusetts
$10.1M -$116M -8,761,752 -92%
PC
16
Periscope Capital
Ontario, Canada
$9.98M +$15.9K +1,200 +0.2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$9.67M -$2.21M -166,941 -18%
OFG
18
OTA Financial Group
New York
$8.98M -$1M -75,789 -10%
EAM
19
Evanson Asset Management
California
$8.33M -$20.9K -1,578 -0.2%
BFA
20
Beaumont Financial Advisors
Massachusetts
$7.69M -$276K -20,919 -3%
PHS
21
Pekin Hardy Strauss
Illinois
$7.48M -$289K -21,851 -4%
JIP
22
Jaffetilchin Investment Partners
Florida
$6.61M -$13.2K -1,000 -0.2%
FTIOP
23
Fiduciary Trust International of Pennsylvania
Pennsylvania
$6.42M +$6.78M +512,800 New
HCM
24
Howland Capital Management
Massachusetts
$6.35M +$762K +57,690 +13%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$6.12M +$190K +14,368 +3%

CEF Hedge Fund Activity: Q2 2018 in Review

197 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q2 2018, worth a combined $550M — down 26% from $746M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CEF positions and 14 closed out — a net gain of 11 holders — while 40 added to existing stakes and 61 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $14M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $131M sold.

  • 197 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q2 2018, up from 187 in Q1 2018.
  • Funds reported $550M of Sprott Physical Gold and Silver Trust stock for Q2 2018, down 26% quarter-over-quarter.
  • 25 funds opened new Sprott Physical Gold and Silver Trust positions in Q2 2018 and 14 closed out, a net change of +11 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q2 2018 was T. Rowe Price Associates, an estimated $14M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q2 2018 was Polar Asset Management Partners, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2018.