VanEck Merk Gold Trust
OUNZ
23 hedge funds and large institutions have $22.7M invested in VanEck Merk Gold Trust in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 5 closing their positions.
3,683% more call options, than puts
Call options by funds: $4.88M | Put options by funds: $129K
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
19% more capital invested
Capital invested by funds: $19.1M → $22.7M (+$3.59M)
2.09% more ownership
Funds ownership: 14.4% → 16.49% (+2.1%)
12% less funds holding
Funds holding: 26 → 23 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$3.59M |
| 2 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$272K |
| 3 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
+$116K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$64.3K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$52.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$328K |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$305K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$158K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$127K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$52.9K |
OUNZ Hedge Fund Activity: Q4 2017 in Review
23 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q4 2017, worth a combined $22.7M — up 19% from $19.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of OUNZ and 2 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 7 added.
The largest buyer was Virtu Financial, adding an estimated $3.59M. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $328K sold.
- 23 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q4 2017, down from 26 in Q3 2017.
- Funds reported $22.7M of VanEck Merk Gold Trust stock for Q4 2017, up 19% quarter-over-quarter.
- 2 funds opened new VanEck Merk Gold Trust positions in Q4 2017 and 5 closed out, a net change of -3 holders.
- The largest VanEck Merk Gold Trust buyer in Q4 2017 was Virtu Financial, an estimated $3.59M added.
- The largest VanEck Merk Gold Trust seller in Q4 2017 was Sigma Planning Corp, an estimated $328K sold.
Based on aggregated 13F filings for Q4 2017.