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Sprott Physical Gold and Silver Trust

190 hedge funds and large institutions have $473M invested in Sprott Physical Gold and Silver Trust in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 46

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2% less funds holding

Funds holding: 194190 (-4)

2.67% less ownership

Funds ownership: 19.42%16.75% (-2.7%)

14% less capital invested

Capital invested by funds: $549M → $473M (-$76.1M)

Holders
190
Holders Change
-4
Holders Change %
-2.06%
% of All Funds
4.19%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
29
Increased
59
Reduced
46
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
1
Parallax Volatility Advisers
California
$60.8M
CTC
2
Central Trust Company
Missouri
$36.4M +$3.5M +234,906 +10%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$30.1M -$307K -20,586 -1%
MAP
4
Managed Asset Portfolios
Michigan
$22.3M +$67.4K +4,522 +0.3%
AP
5
Antipodes Partners
Australia
$18.1M +$6.83M +458,248 +59%
ECM
6
Evergreen Capital Management
Washington
$18.1M +$501K +33,617 +3%
Morgan Stanley
7
Morgan Stanley
New York
$16.9M +$624K +41,916 +4%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$16.3M +$9.07M +608,649 +121%
Bank of America
9
Bank of America
North Carolina
$13.1M -$1.11M -74,333 -8%
BFA
10
Beaumont Financial Advisors
Massachusetts
$12.5M +$3.36M +225,578 +36%
RJA
11
Raymond James & Associates
Florida
$11.9M +$2.47M +165,638 +26%
CVM
12
Cheviot Value Management
California
$10.7M -$345K -23,155 -3%
Wells Fargo
13
Wells Fargo
California
$10.2M +$1.13M +75,569 +12%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$8.98M -$70.8K -4,755 -0.8%
HCM
15
Howland Capital Management
Massachusetts
$8.89M +$466K +31,288 +5%
PAG
16
Private Advisor Group
New Jersey
$8.57M +$615K +41,297 +8%
PAMP
17
Polar Asset Management Partners
Ontario, Canada
$8.42M -$2.19M -147,049 -20%
PWC
18
PYA Waltman Capital
Tennessee
$8.05M -$40.1K -2,694 -0.5%
SAM
19
Stansberry Asset Management
Texas
$7.74M +$7.89M +529,317 New
Osaic Holdings
20
Osaic Holdings
Arizona
$6.82M +$7.29M +489,284 New
Ameriprise
21
Ameriprise
Minnesota
$5.93M +$955K +64,088 +19%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$5.81M -$1.64M -109,789 -22%
CC
23
Cannell & Co
New York
$5.63M
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$4.71M -$139K -9,308 -3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.27M +$3.65K +245 +0.1%

CEF Hedge Fund Activity: Q1 2020 in Review

190 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q1 2020, worth a combined $473M — down 14% from $549M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CEF positions and 27 closed out — a net gain of 2 holders — while 59 added to existing stakes and 46 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $9.07M. The largest seller was Hunting Hill Global Capital, exiting entirely with an estimated $24.1M sold.

  • 190 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q1 2020, down from 194 in Q4 2019.
  • Funds reported $473M of Sprott Physical Gold and Silver Trust stock for Q1 2020, down 14% quarter-over-quarter.
  • 29 funds opened new Sprott Physical Gold and Silver Trust positions in Q1 2020 and 27 closed out, a net change of +2 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q1 2020 was Baird Financial Group, an estimated $9.07M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q1 2020 was Hunting Hill Global Capital, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2020.