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FUND

Sprott Focus Trust

34 hedge funds and large institutions have $148M invested in Sprott Focus Trust in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more capital invested

Capital invested by funds: $35.3M → $148M (+$113M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

47.19% more ownership

Funds ownership: 14.91%62.1% (+47%)

6% more funds holding

Funds holding: 3234 (+2)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
11
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
1
Sprott Inc
Ontario, Canada
$114M +$109M +14,089,245 +12,321%
SFS
2
Shaker Financial Services
Virginia
$7.26M +$508K +65,826 +8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.36M +$136K +17,609 +4%
1CP
4
1607 Capital Partners
Virginia
$3.23M -$61K -7,908 -2%
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.67M -$20K -2,589 -0.8%
EFS
6
Essex Financial Services
Connecticut
$2.16M -$31.6K -4,103 -2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.9M -$15.1K -1,964 -0.8%
CA
8
Cetera Advisors
Colorado
$1.87M +$1.79M +232,185 New
Morgan Stanley
9
Morgan Stanley
New York
$1.7M -$3.33M -431,530 -67%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.31M +$6.21K +805 +0.5%
LPL Financial
11
LPL Financial
California
$1.09M -$285K -36,905 -21%
WAM
12
Wolverine Asset Management
Illinois
$1.04M +$542K +70,258 +120%
UBS Group
13
UBS Group
Switzerland
$939K +$17.4K +2,257 +2%
SC
14
Sapient Capital
Indiana
$741K -$15.1K -1,952 -2%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$732K -$23.2K -3,003 -3%
Wells Fargo
16
Wells Fargo
California
$658K -$119K -15,465 -16%
AA
17
AQR Arbitrage
Connecticut
$556K +$238K +30,900 +80%
Invesco
18
Invesco
Georgia
$454K -$3.81K -494 -0.9%
LCM
19
Landscape Capital Management
New Jersey
$330K +$3.06K +397 +1%
LPAM
20
Lodestar Private Asset Management
California
$322K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$225K +$216K +27,980 New
Bank of America
22
Bank of America
North Carolina
$194K +$224 +29 +0.1%
LFAS
23
Level Four Advisory Services
Texas
$174K
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$173K -$116K -15,053 -41%
CA
25
CoreCap Advisors
Michigan
$157K +$151K +19,528 New

FUND Hedge Fund Activity: Q1 2024 in Review

34 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sprott Focus Trust (FUND) for Q1 2024, worth a combined $148M — up 319% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FUND positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Sprott Inc, adding an estimated $109M. The largest seller was Morgan Stanley, cutting an estimated $3.33M.

  • 34 institutional investors held Sprott Focus Trust (FUND) as of Q1 2024, up from 32 in Q4 2023.
  • Funds reported $148M of Sprott Focus Trust stock for Q1 2024, up 319% quarter-over-quarter.
  • 6 funds opened new Sprott Focus Trust positions in Q1 2024 and 4 closed out, a net change of +2 holders.
  • The largest Sprott Focus Trust buyer in Q1 2024 was Sprott Inc, an estimated $109M added.
  • The largest Sprott Focus Trust seller in Q1 2024 was Morgan Stanley, an estimated $3.33M sold.

Based on aggregated 13F filings for Q1 2024.