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Sprott Physical Gold and Silver Trust

282 hedge funds and large institutions have $1.3B invested in Sprott Physical Gold and Silver Trust in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.18% more ownership

Funds ownership: 30.45%31.63% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 76

0% more funds holding

Funds holding: 282282 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less capital invested

Capital invested by funds: $1.31B → $1.3B (-$12.9M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
282
Holders Change
Holders Change %
0%
% of All Funds
4.43%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
18
Increased
78
Reduced
76
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
1
Central Trust Company
Missouri
$135M +$3.93M +207,713 +3%
BFG
2
Bleakley Financial Group
New Jersey
$112M +$2.46M +129,796 +2%
SS
3
Simplicity Solutions
Minnesota
$112M +$2.27M +119,840 +2%
Parallax Volatility Advisers
4
Parallax Volatility Advisers
California
$72M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$67.2M +$3.44M +181,766 +5%
QP
6
Quilter Plc
United Kingdom
$64.9M -$155K -8,200 -11%
JAM
7
Jupiter Asset Management
United Kingdom
$51.6M -$36.6K -1,936 -0.1%
Morgan Stanley
8
Morgan Stanley
New York
$45.4M +$2.29M +121,079 +5%
SRC
9
Shufro Rose & Co
New York
$29.1M -$870K -45,947 -3%
MAP
10
Managed Asset Portfolios
Michigan
$25.1M -$187K -9,892 -0.7%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$23.4M -$22.9K -1,211 -0.1%
BFA
12
Beaumont Financial Advisors
Massachusetts
$22.4M +$12.7M +673,213 +118%
Ameriprise
13
Ameriprise
Minnesota
$21.3M +$7.09M +374,402 +46%
HHGC
14
Hunting Hill Global Capital
New York
$18.9M -$3.05M -160,946 -13%
Osaic Holdings
15
Osaic Holdings
Arizona
$17.1M +$955K +50,427 +6%
SI
16
Sprott Inc
Ontario, Canada
$16.4M +$16.1M +850,463 +1,468%
HCM
17
Howland Capital Management
Massachusetts
$15.4M -$259K -13,658 -2%
ECM
18
Evergreen Capital Management
Washington
$15.2M +$551K +29,112 +4%
Bank of America
19
Bank of America
North Carolina
$14.2M +$4.34M +229,455 +41%
PAG
20
Private Advisor Group
New Jersey
$12.9M +$150K +7,914 +1%
CVM
21
Cheviot Value Management
California
$12.9M +$326K +17,209 +2%
RJA
22
Raymond James & Associates
Florida
$12M +$232K +12,277 +2%
LPL Financial
23
LPL Financial
California
$12M +$28.6K +1,509 +0.2%
Wells Fargo
24
Wells Fargo
California
$11.9M +$18.8K +992 +0.2%
EWP
25
Engrave Wealth Partners
Texas
$11.2M +$1.04M +54,756 +10%

CEF Hedge Fund Activity: Q2 2023 in Review

282 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q2 2023, worth a combined $1.3B — down 0.98% from $1.31B a quarter earlier.

Fund positioning in CEF was balanced in Q2 2023: 18 funds opened new positions, 18 closed out, 78 added to existing stakes and 76 trimmed.

The largest buyer was Sprott Inc, adding an estimated $16.1M. The largest seller was Marathon Capital Management, exiting entirely with an estimated $5.07M sold.

  • 282 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $1.3B of Sprott Physical Gold and Silver Trust stock for Q2 2023, down 0.98% quarter-over-quarter.
  • 18 funds opened new Sprott Physical Gold and Silver Trust positions in Q2 2023 and 18 closed out, a net change of 0 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q2 2023 was Sprott Inc, an estimated $16.1M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q2 2023 was Marathon Capital Management, an estimated $5.07M sold.

Based on aggregated 13F filings for Q2 2023.