VanEck Merk Gold Trust
OUNZ
41 hedge funds and large institutions have $33.9M invested in VanEck Merk Gold Trust in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
28% more capital invested
Capital invested by funds: $26.4M → $33.9M (+$7.48M)
3% more funds holding
Funds holding: 40 → 41 (+1)
2.21% more ownership
Funds ownership: 13.8% → 16% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$2.91M |
| 2 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$2.17M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$615K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$610K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$504K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
-$1.1M |
| 2 |
MI
Merk Investments
Menlo Park,
California
|
-$317K |
| 3 |
OC
Oppenheimer & Co
New York
|
-$204K |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$172K |
| 5 |
WA
WESPAC Advisors
Orinda,
California
|
-$103K |
OUNZ Hedge Fund Activity: Q1 2020 in Review
41 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q1 2020, worth a combined $33.9M — up 28% from $26.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new OUNZ positions and 7 closed out — a net gain of 3 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $2.91M. The largest seller was Pekin Hardy Strauss, cutting an estimated $1.1M.
- 41 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q1 2020, up from 40 in Q4 2019.
- Funds reported $33.9M of VanEck Merk Gold Trust stock for Q1 2020, up 28% quarter-over-quarter.
- 10 funds opened new VanEck Merk Gold Trust positions in Q1 2020 and 7 closed out, a net change of +3 holders.
- The largest VanEck Merk Gold Trust buyer in Q1 2020 was Flow Traders U.S., an estimated $2.91M added.
- The largest VanEck Merk Gold Trust seller in Q1 2020 was Pekin Hardy Strauss, an estimated $1.1M sold.
Based on aggregated 13F filings for Q1 2020.