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Sprott Physical Gold and Silver Trust

180 hedge funds and large institutions have $530M invested in Sprott Physical Gold and Silver Trust in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.91% less ownership

Funds ownership: 20.29%19.38% (-0.91%)

6% less funds holding

Funds holding: 192180 (-12)

9% less capital invested

Capital invested by funds: $583M → $530M (-$52.5M)

34% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 61

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
180
Holders Change
-12
Holders Change %
-6.25%
% of All Funds
4.01%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
16
Increased
40
Reduced
61
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
1
Parallax Volatility Advisers
California
$52.1M
BFM
2
Boothbay Fund Management
New York
$38.9M +$36.8M +3,101,454 New
CTC
3
Central Trust Company
Missouri
$27.1M -$2.51M -211,355 -9%
AP
4
Antipodes Partners
Australia
$23.3M +$7.06M +595,036 +47%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.9M -$824K -69,448 -4%
AIM
6
Artemis Investment Management
United Kingdom
$21.3M +$20.2M +1,700,000 New
MAP
7
Managed Asset Portfolios
Michigan
$16.9M +$16M +1,349,125 New
AGM
8
Alpine Global Management
New York
$16.9M +$1.75M +147,100 +12%
Morgan Stanley
9
Morgan Stanley
New York
$15.4M -$16.1M -1,352,936 -52%
CL
10
CSS LLC
Illinois
$12.3M +$8.24M +694,029 +242%
Bank of America
11
Bank of America
North Carolina
$11.2M +$396K +33,392 +4%
HighTower Advisors
12
HighTower Advisors
Illinois
$10.6M -$6.51M -548,993 -39%
CVM
13
Cheviot Value Management
California
$10.4M -$1.06M -89,687 -10%
CI
14
Cowen Inc
New York
$10.2M -$159K -13,400 -2%
PC
15
Periscope Capital
Ontario, Canada
$10.1M +$64.1K +5,400 +0.7%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$9.88M -$6.63M -559,100 -42%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$9.68M -$156K -13,183 -2%
PAMP
18
Polar Asset Management Partners
Ontario, Canada
$9.07M -$28.1M -2,365,986 -77%
RJA
19
Raymond James & Associates
Florida
$9.02M -$28.4K -2,392 -0.3%
Wells Fargo
20
Wells Fargo
California
$8.4M -$422K -35,579 -5%
EAM
21
Evanson Asset Management
California
$8.21M -$110K -9,242 -1%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$8.08M -$2.74M -231,221 -26%
SI
23
Sprott Inc
Ontario, Canada
$6.89M +$2.44M +205,480 +100%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$6.53M -$63K -5,307 -1%
HCM
25
Howland Capital Management
Massachusetts
$6.48M -$252K -21,241 -4%

CEF Hedge Fund Activity: Q4 2018 in Review

180 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q4 2018, worth a combined $530M — down 9% from $583M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of CEF and 16 opened new positions — a net loss of 10 holders — while 61 trimmed existing stakes and 40 added.

The largest buyer was Boothbay Fund Management, opening a new position worth an estimated $36.8M. The largest seller was Polar Asset Management Partners, cutting an estimated $28.1M.

  • 180 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q4 2018, down from 192 in Q3 2018.
  • Funds reported $530M of Sprott Physical Gold and Silver Trust stock for Q4 2018, down 9% quarter-over-quarter.
  • 16 funds opened new Sprott Physical Gold and Silver Trust positions in Q4 2018 and 26 closed out, a net change of -10 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q4 2018 was Boothbay Fund Management, an estimated $36.8M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q4 2018 was Polar Asset Management Partners, an estimated $28.1M sold.

Based on aggregated 13F filings for Q4 2018.