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FUND

Sprott Focus Trust

33 hedge funds and large institutions have $142M invested in Sprott Focus Trust in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

3% more funds holding

Funds holding: 3233 (+1)

4% more capital invested

Capital invested by funds: $136M → $142M (+$6.02M)

0.5% more ownership

Funds ownership: 61.32%61.83% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
18
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
1
Sprott Inc
Ontario, Canada
$111M +$2.42M +312,143 +2%
SFS
2
Shaker Financial Services
Virginia
$7.5M -$160K -20,740 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.56M +$347K +44,837 +11%
IWC
4
Integrated Wealth Concepts
Massachusetts
$2.54M +$25.5K +3,301 +1%
1CP
5
1607 Capital Partners
Virginia
$1.98M -$591K -76,336 -23%
EFS
6
Essex Financial Services
Connecticut
$1.85M -$178K -23,015 -9%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.78M -$22.1K -2,859 -1%
Morgan Stanley
8
Morgan Stanley
New York
$1.66M +$47.2K +6,099 +3%
SA
9
Sanctuary Advisors
Indiana
$1.28M -$4.05K -523 -0.3%
LPL Financial
10
LPL Financial
California
$1.07M +$54.9K +7,089 +5%
WAM
11
Wolverine Asset Management
Illinois
$1.05M +$7K +905 +0.7%
AA
12
AQR Arbitrage
Connecticut
$929K +$157K +20,309 +20%
UBS Group
13
UBS Group
Switzerland
$856K +$6.97K +901 +0.8%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$728K +$242K +31,215 +49%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$712K +$23.4K +3,028 +3%
Wells Fargo
16
Wells Fargo
California
$620K +$29.6K +3,821 +5%
SC
17
Sapient Capital
Indiana
$610K -$95.6K -12,357 -13%
LCM
18
Landscape Capital Management
New Jersey
$411K +$3.54K +458 +0.9%
LPAM
19
Lodestar Private Asset Management
California
$308K
Bank of America
20
Bank of America
North Carolina
$186K -$1.57K -203 -0.8%
Invesco
21
Invesco
Georgia
$183K -$204K -26,396 -53%
LFAS
22
Level Four Advisory Services
Texas
$167K +$9.56K +1,235 +6%
CA
23
CoreCap Advisors
Michigan
$156K +$2.69K +348 +2%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$142K +$2.15K +278 +2%
RJA
25
Raymond James & Associates
Florida
$139K +$139K +18,016 New

FUND Hedge Fund Activity: Q3 2024 in Review

33 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Sprott Focus Trust (FUND) for Q3 2024, worth a combined $142M — up 4.4% from $136M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FUND positions and 2 closed out — a net gain of 1 holder — while 18 added to existing stakes and 10 trimmed.

The largest buyer was Sprott Inc, adding an estimated $2.42M. The largest seller was 1607 Capital Partners, cutting an estimated $591K.

  • 33 institutional investors held Sprott Focus Trust (FUND) as of Q3 2024, up from 32 in Q2 2024.
  • Funds reported $142M of Sprott Focus Trust stock for Q3 2024, up 4.4% quarter-over-quarter.
  • 3 funds opened new Sprott Focus Trust positions in Q3 2024 and 2 closed out, a net change of +1 holder.
  • The largest Sprott Focus Trust buyer in Q3 2024 was Sprott Inc, an estimated $2.42M added.
  • The largest Sprott Focus Trust seller in Q3 2024 was 1607 Capital Partners, an estimated $591K sold.

Based on aggregated 13F filings for Q3 2024.