We are live on ! Find out more
FUND

Sprott Focus Trust

27 hedge funds and large institutions have $40.9M invested in Sprott Focus Trust in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

5% less capital invested

Capital invested by funds: $43M → $40.9M (-$2.09M)

1.67% less ownership

Funds ownership: 17.13%15.46% (-1.7%)

10% less funds holding

Funds holding: 3027 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$9.25M -$2.42M -282,219 -22%
LPL Financial
2
LPL Financial
California
$5.72M +$316K +36,799 +6%
Stifel Financial
3
Stifel Financial
Missouri
$3.3M -$95.3K -11,106 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.27M +$440K +51,227 +17%
SFS
5
Shaker Financial Services
Virginia
$3.09M +$1.59M +185,375 +119%
Wells Fargo
6
Wells Fargo
California
$2.6M -$12.2K -1,427 -0.5%
EFS
7
Essex Financial Services
Connecticut
$2.51M -$8.14K -949 -0.3%
Morgan Stanley
8
Morgan Stanley
New York
$2.04M +$168K +19,522 +9%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.98M +$21.3K +2,478 +1%
Bank of America
10
Bank of America
North Carolina
$1.96M -$519K -60,518 -22%
SI
11
Sprott Inc
Ontario, Canada
$1.07M +$9.42K +1,098 +0.9%
UBS Group
12
UBS Group
Switzerland
$928K -$50.7K -5,911 -5%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$664K -$167K -19,419 -21%
Osaic Holdings
14
Osaic Holdings
Arizona
$472K +$126K +14,643 +39%
RCM
15
Rivernorth Capital Management
Florida
$465K -$1.08M -125,692 -71%
CAN
16
Cetera Advisor Networks
California
$363K +$39.6K +4,619 +13%
PAG
17
Private Advisor Group
New Jersey
$222K -$262K -30,500 -55%
RIL
18
Rothschild Investment LLC
Illinois
$219K +$43.6K +5,081 +27%
HighTower Advisors
19
HighTower Advisors
Illinois
$218K +$39.9K +4,650 +24%
SCA
20
Snowden Capital Advisors
New York
$161K +$153K +17,819 New
CA
21
CoreCap Advisors
Michigan
$158K +$2.26K +263 +2%
MAA
22
Mraz Amerine & Associates
California
$153K
IA
23
IFP Advisors
Florida
$77K +$83K +9,667 New
SPIA
24
Steward Partners Investment Advisory
New York
$11K +$10.8K +1,264 New
HNB
25
Huntington National Bank
Ohio
$9K

FUND Hedge Fund Activity: Q1 2022 in Review

27 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Sprott Focus Trust (FUND) for Q1 2022, worth a combined $40.9M — down 4.8% from $43M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FUND and 3 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 12 added.

The largest buyer was Shaker Financial Services, adding an estimated $1.59M. The largest seller was 1607 Capital Partners, cutting an estimated $2.42M.

  • 27 institutional investors held Sprott Focus Trust (FUND) as of Q1 2022, down from 30 in Q4 2021.
  • Funds reported $40.9M of Sprott Focus Trust stock for Q1 2022, down 4.8% quarter-over-quarter.
  • 3 funds opened new Sprott Focus Trust positions in Q1 2022 and 6 closed out, a net change of -3 holders.
  • The largest Sprott Focus Trust buyer in Q1 2022 was Shaker Financial Services, an estimated $1.59M added.
  • The largest Sprott Focus Trust seller in Q1 2022 was 1607 Capital Partners, an estimated $2.42M sold.

Based on aggregated 13F filings for Q1 2022.