VanEck Merk Gold Trust
OUNZ
26 hedge funds and large institutions have $19.1M invested in VanEck Merk Gold Trust in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 5 closing their positions.
0.91% less ownership
Funds ownership: 15.31% → 14.4% (-0.91%)
2% less capital invested
Capital invested by funds: $19.4M → $19.1M (-$297K)
7% less funds holding
Funds holding: 28 → 26 (-2)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| 1 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$530K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$325K |
| 3 |
SFSG
Stearns Financial Services Group
Greensboro,
North Carolina
|
+$149K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$19.8K |
| 5 |
LPL Financial
San Diego,
California
|
+$16.4K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Ameriprise
Minneapolis,
Minnesota
| – | -$227K | -18,541 | Closed |
|
|
RCAG
27
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$155K | -12,683 | Closed |
|
28
UBS Group
Zurich,
Switzerland
| – | -$42K | -3,385 | Closed |
|
29
Wells Fargo
San Francisco,
California
| – | -$14K | -1,104 | Closed |
|
OUNZ Hedge Fund Activity: Q3 2017 in Review
26 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q3 2017, worth a combined $19.1M — down 1.5% from $19.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of OUNZ and 3 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 5 added.
The largest buyer was Smith, Moore & Co, opening a new position worth an estimated $530K. The largest seller was Virtu Financial, cutting an estimated $810K.
- 26 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q3 2017, down from 28 in Q2 2017.
- Funds reported $19.1M of VanEck Merk Gold Trust stock for Q3 2017, down 1.5% quarter-over-quarter.
- 3 funds opened new VanEck Merk Gold Trust positions in Q3 2017 and 5 closed out, a net change of -2 holders.
- The largest VanEck Merk Gold Trust buyer in Q3 2017 was Smith, Moore & Co, an estimated $530K added.
- The largest VanEck Merk Gold Trust seller in Q3 2017 was Virtu Financial, an estimated $810K sold.
Based on aggregated 13F filings for Q3 2017.