We are live on ! Find out more
FUND

Sprott Focus Trust

36 hedge funds and large institutions have $49.3M invested in Sprott Focus Trust in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

11% more capital invested

Capital invested by funds: $44.5M → $49.3M (+$4.83M)

9% more funds holding

Funds holding: 3336 (+3)

2.18% more ownership

Funds ownership: 23.73%25.92% (+2.2%)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$10.5M +$291K +37,138 +3%
COLIM
2
City of London Investment Management
United Kingdom
$8.41M +$1.61M +204,844 +24%
1CP
3
1607 Capital Partners
Virginia
$6.62M +$7.06K +900 +0.1%
Stifel Financial
4
Stifel Financial
Missouri
$5.56M -$484K -61,646 -8%
SFS
5
Shaker Financial Services
Virginia
$3.7M +$1.23M +157,001 +51%
Bank of America
6
Bank of America
North Carolina
$1.71M -$496K -63,287 -23%
Wells Fargo
7
Wells Fargo
California
$1.54M +$317K +40,383 +26%
FAAS
8
First Allied Advisory Services
California
$1.35M +$162K +20,661 +14%
CA
9
Cornerstone Advisors
North Carolina
$1.28M +$90.6K +11,549 +8%
Morgan Stanley
10
Morgan Stanley
New York
$1.2M +$193K +24,541 +19%
WAM
11
Wolverine Asset Management
Illinois
$962K -$181K -23,018 -16%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$868K +$4.22K +538 +0.5%
BC
13
Brinker Capital
Pennsylvania
$845K -$31.7K -4,040 -4%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$630K +$266K +33,931 +74%
SI
15
Sprott Inc
Ontario, Canada
$457K -$28.8K -3,675 -6%
SRC
16
Shufro Rose & Co
New York
$410K +$406K +51,735 New
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$398K +$3.45K +440 +0.9%
MC
18
Matisse Capital
Oregon
$383K +$279K +35,543 +277%
CCP
19
Cardan Capital Partners
Colorado
$322K +$40.6K +5,175 +15%
VFA
20
Valeo Financial Advisors
Indiana
$311K +$302K +38,550 +5,507%
6M
21
6 Meridian
Kansas
$205K +$203K +25,848 New
UBS Group
22
UBS Group
Switzerland
$195K -$26.9K -3,424 -12%
Invesco
23
Invesco
Georgia
$182K -$21.7K -2,768 -11%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$175K +$86.1K +10,975 +99%
PVWM
25
Point View Wealth Management
New Jersey
$172K

FUND Hedge Fund Activity: Q4 2017 in Review

36 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sprott Focus Trust (FUND) for Q4 2017, worth a combined $49.3M — up 11% from $44.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FUND positions and 1 closed out — a net gain of 3 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $1.61M. The largest seller was Bank of America, cutting an estimated $496K.

  • 36 institutional investors held Sprott Focus Trust (FUND) as of Q4 2017, up from 33 in Q3 2017.
  • Funds reported $49.3M of Sprott Focus Trust stock for Q4 2017, up 11% quarter-over-quarter.
  • 4 funds opened new Sprott Focus Trust positions in Q4 2017 and 1 closed out, a net change of +3 holders.
  • The largest Sprott Focus Trust buyer in Q4 2017 was City of London Investment Management, an estimated $1.61M added.
  • The largest Sprott Focus Trust seller in Q4 2017 was Bank of America, an estimated $496K sold.

Based on aggregated 13F filings for Q4 2017.