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FUND

Sprott Focus Trust

29 hedge funds and large institutions have $33.8M invested in Sprott Focus Trust in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

7% more funds holding

Funds holding: 2729 (+2)

0.14% less ownership

Funds ownership: 15.46%15.32% (-0.14%)

17% less capital invested

Capital invested by funds: $40.9M → $33.8M (-$7.12M)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$6.75M -$1.07M -126,280 -12%
LPL Financial
2
LPL Financial
California
$4.53M -$270K -31,744 -5%
SFS
3
Shaker Financial Services
Virginia
$3.44M +$962K +113,179 +33%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.66M -$80.1K -9,417 -3%
Wells Fargo
5
Wells Fargo
California
$2.14M -$35.4K -4,160 -1%
EFS
6
Essex Financial Services
Connecticut
$2.09M +$5.25K +617 +0.2%
IWC
7
Integrated Wealth Concepts
Massachusetts
$2.05M +$2.3M +270,880 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.7M +$57.4K +6,746 +3%
Morgan Stanley
9
Morgan Stanley
New York
$1.68M -$27.7K -3,260 -1%
Bank of America
10
Bank of America
North Carolina
$1.45M -$207K -24,301 -11%
SI
11
Sprott Inc
Ontario, Canada
$894K -$2.01K -236 -0.2%
UBS Group
12
UBS Group
Switzerland
$787K +$15.6K +1,833 +2%
FWM
13
Frontier Wealth Management
Missouri
$743K +$835K +98,219 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$543K -$10.3K -1,214 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$499K +$120K +14,099 +27%
Stifel Financial
16
Stifel Financial
Missouri
$431K -$2.61M -306,872 -84%
CAN
17
Cetera Advisor Networks
California
$316K +$15.3K +1,801 +5%
RIL
18
Rothschild Investment LLC
Illinois
$186K +$3.79K +446 +2%
PAG
19
Private Advisor Group
New Jersey
$170K -$17K -2,000 -8%
HighTower Advisors
20
HighTower Advisors
Illinois
$156K -$28.1K -3,300 -14%
SCA
21
Snowden Capital Advisors
New York
$134K
CA
22
CoreCap Advisors
Michigan
$134K +$2.75K +323 +2%
MAA
23
Mraz Amerine & Associates
California
$127K
PGFC
24
Peapack-Gladstone Financial Corp
New Jersey
$118K +$133K +15,672 New
IA
25
IFP Advisors
Florida
$77K

FUND Hedge Fund Activity: Q2 2022 in Review

29 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sprott Focus Trust (FUND) for Q2 2022, worth a combined $33.8M — down 17% from $40.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FUND positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 12 trimmed.

The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $2.3M. The largest seller was Stifel Financial, cutting an estimated $2.61M.

  • 29 institutional investors held Sprott Focus Trust (FUND) as of Q2 2022, up from 27 in Q1 2022.
  • Funds reported $33.8M of Sprott Focus Trust stock for Q2 2022, down 17% quarter-over-quarter.
  • 4 funds opened new Sprott Focus Trust positions in Q2 2022 and 2 closed out, a net change of +2 holders.
  • The largest Sprott Focus Trust buyer in Q2 2022 was Integrated Wealth Concepts, an estimated $2.3M added.
  • The largest Sprott Focus Trust seller in Q2 2022 was Stifel Financial, an estimated $2.61M sold.

Based on aggregated 13F filings for Q2 2022.