We are live on ! Find out more
CEF icon

Sprott Physical Gold and Silver Trust

299 hedge funds and large institutions have $1.42B invested in Sprott Physical Gold and Silver Trust in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 102 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

2% more funds holding

Funds holding: 294299 (+5)

0% more capital invested

Capital invested by funds: $1.42B → $1.42B (+$945K)

1.32% less ownership

Funds ownership: 34.91%33.59% (-1.3%)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

36% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 102

Holders
299
Holders Change
+5
Holders Change %
+1.7%
% of All Funds
4.31%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
30
Increased
65
Reduced
102
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
1
Central Trust Company
Missouri
$161M +$2.57M +135,064 +2%
BFG
2
Bleakley Financial Group
New Jersey
$121M -$1.74M -91,661 -2%
SW
3
Simplicity Wealth
New Jersey
$120M +$113M +5,922,232 New
Parallax Volatility Advisers
4
Parallax Volatility Advisers
California
$81.3M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$72.7M -$1.97M -103,861 -3%
Morgan Stanley
6
Morgan Stanley
New York
$70.4M -$40.2M -2,115,332 -38%
BCM
7
Bluefin Capital Management
New York
$68.9M +$9.51M +500,751 +17%
JAM
8
Jupiter Asset Management
United Kingdom
$37.1M -$3.52M -185,204 -9%
SRC
9
Shufro Rose & Co
New York
$35.7M +$2.19M +115,195 +7%
Jane Street
10
Jane Street
New York
$31.7M +$5.82M +306,168 +24%
SI
11
Sprott Inc
Ontario, Canada
$26.9M +$10.8M +570,407 +75%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$26.4M +$576K +30,329 +2%
MAP
13
Managed Asset Portfolios
Michigan
$25.7M -$2.04M -107,163 -8%
Osaic Holdings
14
Osaic Holdings
Arizona
$20.4M +$377K +19,824 +2%
Ameriprise
15
Ameriprise
Minnesota
$18.5M -$17.7M -931,203 -51%
HCM
16
Howland Capital Management
Massachusetts
$17.2M -$463K -24,353 -3%
ECM
17
Evergreen Capital Management
Washington
$17M -$747K -39,327 -4%
LPL Financial
18
LPL Financial
California
$15.9M +$1.12M +59,068 +8%
Bank of America
19
Bank of America
North Carolina
$15.3M -$141K -7,407 -1%
Wells Fargo
20
Wells Fargo
California
$14.7M +$611K +32,173 +5%
CVM
21
Cheviot Value Management
California
$14.4M +$170K +8,959 +1%
RJA
22
Raymond James & Associates
Florida
$13.8M -$4.1K -216 -0%
PWC
23
PYA Waltman Capital
Tennessee
$12.2M +$113K +5,967 +1%
BFA
24
Beaumont Financial Advisors
Massachusetts
$11.5M -$50.6K -2,665 -0.5%
PAMP
25
Polar Asset Management Partners
Ontario, Canada
$11.5M

CEF Hedge Fund Activity: Q1 2024 in Review

299 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold and Silver Trust (CEF) for Q1 2024, worth a combined $1.42B — up 0.07% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CEF positions and 16 closed out — a net gain of 14 holders — while 65 added to existing stakes and 102 trimmed.

The largest buyer was Simplicity Wealth, opening a new position worth an estimated $113M. The largest seller was Morgan Stanley, cutting an estimated $40.2M.

  • 299 institutional investors held Sprott Physical Gold and Silver Trust (CEF) as of Q1 2024, up from 294 in Q4 2023.
  • Funds reported $1.42B of Sprott Physical Gold and Silver Trust stock for Q1 2024, up 0.07% quarter-over-quarter.
  • 30 funds opened new Sprott Physical Gold and Silver Trust positions in Q1 2024 and 16 closed out, a net change of +14 holders.
  • The largest Sprott Physical Gold and Silver Trust buyer in Q1 2024 was Simplicity Wealth, an estimated $113M added.
  • The largest Sprott Physical Gold and Silver Trust seller in Q1 2024 was Morgan Stanley, an estimated $40.2M sold.

Based on aggregated 13F filings for Q1 2024.