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Sprott Physical Gold and Silver Trust

201 hedge funds and large institutions have $658M invested in Sprott Physical Gold and Silver Trust in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

58% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 43

39% more capital invested

Capital invested by funds: $473M → $658M (+$185M)

6% more funds holding

Funds holding: 190201 (+11)

3.37% more ownership

Funds ownership: 16.75%20.12% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
4.12%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
18
Increased
68
Reduced
43
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
1
Parallax Volatility Advisers
California
$70.3M
JIM
2
Jupiter Investment Management
United Kingdom
$51.8M +$48.8M +3,063,215 New
CTC
3
Central Trust Company
Missouri
$45.1M +$2.79M +175,390 +7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$36.2M +$1.34M +84,331 +4%
MAP
5
Managed Asset Portfolios
Michigan
$25M -$699K -43,903 -3%
ECM
6
Evergreen Capital Management
Washington
$22.8M +$1.8M +113,084 +9%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$21.2M +$2.24M +140,889 +13%
Morgan Stanley
8
Morgan Stanley
New York
$20.7M +$1.1M +69,375 +6%
Bank of America
9
Bank of America
North Carolina
$18.2M +$2.88M +181,164 +20%
BFA
10
Beaumont Financial Advisors
Massachusetts
$16.6M +$1.99M +125,028 +15%
AP
11
Antipodes Partners
Australia
$16M -$4.69M -294,728 -24%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$15.2M +$7.97M +500,500 +126%
EPAM
13
Euro Pacific Asset Management
Puerto Rico
$15M +$11.4M +718,740 +1,618%
PAG
14
Private Advisor Group
New Jersey
$13.5M +$3.39M +212,930 +36%
RJA
15
Raymond James & Associates
Florida
$12.3M -$1.29M -81,043 -10%
CVM
16
Cheviot Value Management
California
$12.3M -$37.3K -2,341 -0.3%
Wells Fargo
17
Wells Fargo
California
$11.4M -$279K -17,543 -3%
HCM
18
Howland Capital Management
Massachusetts
$10.4M +$158K +9,913 +2%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$10.1M -$238K -14,960 -2%
PAMP
20
Polar Asset Management Partners
Ontario, Canada
$9.52M -$205K -12,906 -2%
PWC
21
PYA Waltman Capital
Tennessee
$9.4M +$79.5K +4,991 +0.9%
SAM
22
Stansberry Asset Management
Texas
$9.18M +$218K +13,688 +3%
Osaic Holdings
23
Osaic Holdings
Arizona
$8.37M +$95K +5,967 +1%
Ameriprise
24
Ameriprise
Minnesota
$7.94M +$1.02M +64,058 +16%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.84M +$4.89M +306,981 +307%

CEF Hedge Fund Activity: Q2 2020 in Review

201 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q2 2020, worth a combined $658M — up 39% from $473M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CEF positions and 7 closed out — a net gain of 11 holders — while 68 added to existing stakes and 43 trimmed.

The largest buyer was Jupiter Investment Management, opening a new position worth an estimated $48.8M. The largest seller was Antipodes Partners, cutting an estimated $4.69M.

  • 201 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q2 2020, up from 190 in Q1 2020.
  • Funds reported $658M of Sprott Physical Gold and Silver Trust stock for Q2 2020, up 39% quarter-over-quarter.
  • 18 funds opened new Sprott Physical Gold and Silver Trust positions in Q2 2020 and 7 closed out, a net change of +11 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q2 2020 was Jupiter Investment Management, an estimated $48.8M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q2 2020 was Antipodes Partners, an estimated $4.69M sold.

Based on aggregated 13F filings for Q2 2020.