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Sprott Physical Gold and Silver Trust

194 hedge funds and large institutions have $549M invested in Sprott Physical Gold and Silver Trust in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more funds holding

Funds holding: 181194 (+13)

6% more capital invested

Capital invested by funds: $517M → $549M (+$31.9M)

1.37% more ownership

Funds ownership: 18.05%19.42% (+1.4%)

7% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 55

Holders
194
Holders Change
+13
Holders Change %
+7.18%
% of All Funds
3.82%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
29
Increased
51
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
1
Parallax Volatility Advisers
California
$61M
CTC
2
Central Trust Company
Missouri
$33.1M +$2.31M +161,215 +8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$30.5M +$170K +11,875 +0.6%
HHGC
4
Hunting Hill Global Capital
New York
$24.1M +$5.04M +351,786 +27%
MAP
5
Managed Asset Portfolios
Michigan
$22.3M +$307K +21,460 +1%
BFM
6
Boothbay Fund Management
New York
$18.8M +$12.8M +896,307 +231%
AIM
7
Artemis Investment Management
United Kingdom
$17.9M
ECM
8
Evergreen Capital Management
Washington
$17.6M +$16.3M +1,136,100 +1,712%
Morgan Stanley
9
Morgan Stanley
New York
$16.3M +$562K +39,253 +4%
Bank of America
10
Bank of America
North Carolina
$14.2M +$1.31M +91,549 +10%
OFG
11
OTA Financial Group
New York
$12.2M +$8.24M +575,462 +223%
PC
12
Periscope Capital
Ontario, Canada
$12M +$150K +10,500 +1%
AP
13
Antipodes Partners
Australia
$11.5M -$2.03M -141,934 -15%
CVM
14
Cheviot Value Management
California
$11M -$345K -24,114 -3%
PAMP
15
Polar Asset Management Partners
Ontario, Canada
$10.6M
CIM
16
Cowen Investment Management
New York
$10.1M +$2.47M +172,776 +34%
RJA
17
Raymond James & Associates
Florida
$9.47M +$325K +22,678 +4%
BFA
18
Beaumont Financial Advisors
Massachusetts
$9.27M +$704K +49,169 +8%
Wells Fargo
19
Wells Fargo
California
$9.07M -$252K -17,624 -3%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$9.07M -$230K -16,075 -3%
HCM
21
Howland Capital Management
Massachusetts
$8.45M +$291K +20,294 +4%
PWC
22
PYA Waltman Capital
Tennessee
$8.12M +$7.93M +553,659 New
PAG
23
Private Advisor Group
New Jersey
$7.99M -$5.78M -403,977 -43%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$7.43M +$852K +59,500 +13%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$7.39M -$127K -8,874 -2%

CEF Hedge Fund Activity: Q4 2019 in Review

194 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q4 2019, worth a combined $549M — up 6.2% from $517M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CEF positions and 12 closed out — a net gain of 17 holders — while 51 added to existing stakes and 55 trimmed.

The largest buyer was Evergreen Capital Management, adding an estimated $16.3M. The largest seller was Alpine Global Management, exiting entirely with an estimated $15.2M sold.

  • 194 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q4 2019, up from 181 in Q3 2019.
  • Funds reported $549M of Sprott Physical Gold and Silver Trust stock for Q4 2019, up 6.2% quarter-over-quarter.
  • 29 funds opened new Sprott Physical Gold and Silver Trust positions in Q4 2019 and 12 closed out, a net change of +17 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q4 2019 was Evergreen Capital Management, an estimated $16.3M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q4 2019 was Alpine Global Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2019.