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FUND

Sprott Focus Trust

36 hedge funds and large institutions have $27.9M invested in Sprott Focus Trust in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

9% more funds holding

Funds holding: 3336 (+3)

8% more capital invested

Capital invested by funds: $25.9M → $27.9M (+$2.08M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
16
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.67M +$39K +5,283 +0.6%
RCM
2
Rivernorth Capital Management
Florida
$4.49M -$67.8K -9,182 -1%
SFS
3
Shaker Financial Services
Virginia
$4.25M +$239K +32,324 +6%
Wells Fargo
4
Wells Fargo
California
$1.95M -$140K -18,967 -6%
Bank of America
5
Bank of America
North Carolina
$1.44M +$200K +27,108 +15%
WAM
6
Wolverine Asset Management
Illinois
$1.32M +$159K +21,468 +13%
1CP
7
1607 Capital Partners
Virginia
$1.21M +$518K +70,119 +70%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$723K +$64.4K +8,719 +9%
FAAS
9
First Allied Advisory Services
California
$588K +$7.91K +1,070 +1%
CA
10
Cornerstone Advisors
North Carolina
$542K +$376K +50,828 +198%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$512K
Stifel Financial
12
Stifel Financial
Missouri
$474K -$13.6K -1,838 -3%
COLIM
13
City of London Investment Management
United Kingdom
$467K +$487K +65,931 New
SRC
14
Shufro Rose & Co
New York
$454K -$5.87K -795 -1%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$357K +$36K +4,878 +11%
AA
16
AQR Arbitrage
Connecticut
$305K +$222K +30,033 +231%
LCM
17
Landscape Capital Management
New Jersey
$280K +$210K +28,428 +257%
RTS
18
Round Table Services
New Jersey
$225K +$235K +31,800 New
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$197K +$131K +17,789 +176%
HFS
20
HL Financial Services
Kentucky
$185K -$31.5K -4,260 -14%
PVWM
21
Point View Wealth Management
New Jersey
$182K -$2.76K -373 -1%
UBS Group
22
UBS Group
Switzerland
$179K -$45.6K -6,173 -20%
RIL
23
Rothschild Investment LLC
Illinois
$175K -$20.6K -2,791 -10%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$158K -$65.9K -8,916 -29%
CRC
25
Curi RMB Capital
Illinois
$124K +$129K +17,520 New

FUND Hedge Fund Activity: Q2 2015 in Review

36 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Sprott Focus Trust (FUND) for Q2 2015, worth a combined $27.9M — up 8% from $25.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FUND positions and 2 closed out — a net gain of 3 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $518K. The largest seller was SG Americas Securities, exiting entirely with an estimated $557K sold.

  • 36 institutional investors held Sprott Focus Trust (FUND) as of Q2 2015, up from 33 in Q1 2015.
  • Funds reported $27.9M of Sprott Focus Trust stock for Q2 2015, up 8% quarter-over-quarter.
  • 5 funds opened new Sprott Focus Trust positions in Q2 2015 and 2 closed out, a net change of +3 holders.
  • The largest Sprott Focus Trust buyer in Q2 2015 was 1607 Capital Partners, an estimated $518K added.
  • The largest Sprott Focus Trust seller in Q2 2015 was SG Americas Securities, an estimated $557K sold.

Based on aggregated 13F filings for Q2 2015.