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Sprott Physical Gold and Silver Trust

282 hedge funds and large institutions have $1.31B invested in Sprott Physical Gold and Silver Trust in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

24% more capital invested

Capital invested by funds: $1.05B → $1.31B (+$254M)

21% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 73

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

3.25% more ownership

Funds ownership: 27.21%30.45% (+3.2%)

0% less funds holding

Funds holding: 283282 (-1)

Holders
282
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
4.49%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
22
Increased
88
Reduced
73
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
1
Central Trust Company
Missouri
$137M +$6.52M +363,248 +5%
SS
2
Simplicity Solutions
Minnesota
$116M +$98.4M +5,485,867 +877%
BFG
3
Bleakley Financial Group
New Jersey
$116M +$769K +42,846 +0.7%
Parallax Volatility Advisers
4
Parallax Volatility Advisers
California
$75.6M
QP
5
Quilter Plc
United Kingdom
$73.1M -$76.2K -4,245 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$67.1M +$3.94M +219,383 +7%
JAM
7
Jupiter Asset Management
United Kingdom
$54.2M -$7.54M -420,198 -13%
Morgan Stanley
8
Morgan Stanley
New York
$45.4M -$1.77M -98,496 -4%
SRC
9
Shufro Rose & Co
New York
$31.4M +$4.82M +268,909 +19%
MAP
10
Managed Asset Portfolios
Michigan
$26.5M -$3.17M -176,593 -11%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$24.5M +$2.96M +165,259 +15%
HHGC
12
Hunting Hill Global Capital
New York
$22.9M -$11.2M -624,023 -34%
Osaic Holdings
13
Osaic Holdings
Arizona
$17M -$1.26M -70,470 -7%
HCM
14
Howland Capital Management
Massachusetts
$16.4M +$248K +13,825 +2%
ECM
15
Evergreen Capital Management
Washington
$15.4M -$7.27M -405,025 -33%
Ameriprise
16
Ameriprise
Minnesota
$15.3M -$9.11M -507,915 -39%
PAG
17
Private Advisor Group
New Jersey
$13.4M +$4.71M +262,386 +59%
CVM
18
Cheviot Value Management
California
$13.2M +$76.9K +4,288 +0.6%
LPL Financial
19
LPL Financial
California
$12.6M +$2.39M +133,243 +25%
Wells Fargo
20
Wells Fargo
California
$12.5M +$456K +25,427 +4%
RJA
21
Raymond James & Associates
Florida
$12.4M +$908K +50,614 +8%
PWC
22
PYA Waltman Capital
Tennessee
$11.3M +$10.8K +604 +0.1%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$11.2M -$68.4K -3,811 -0.6%
EWP
24
Engrave Wealth Partners
Texas
$10.9M +$592K +33,010 +6%
BFA
25
Beaumont Financial Advisors
Massachusetts
$10.8M +$157K +8,737 +2%

CEF Hedge Fund Activity: Q1 2023 in Review

282 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q1 2023, worth a combined $1.31B — up 24% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CEF positions and 16 closed out — a net gain of 6 holders — while 88 added to existing stakes and 73 trimmed.

The largest buyer was Simplicity Solutions, adding an estimated $98.4M. The largest seller was Hunting Hill Global Capital, cutting an estimated $11.2M.

  • 282 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q1 2023, down from 283 in Q4 2022.
  • Funds reported $1.31B of Sprott Physical Gold and Silver Trust stock for Q1 2023, up 24% quarter-over-quarter.
  • 22 funds opened new Sprott Physical Gold and Silver Trust positions in Q1 2023 and 16 closed out, a net change of +6 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q1 2023 was Simplicity Solutions, an estimated $98.4M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q1 2023 was Hunting Hill Global Capital, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2023.