VanEck Merk Gold Trust
OUNZ
78 hedge funds and large institutions have $97.8M invested in VanEck Merk Gold Trust in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 6 closing their positions.
350% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 6
156% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 9
78% more capital invested
Capital invested by funds: $54.8M → $97.8M (+$43M)
37% more funds holding
Funds holding: 57 → 78 (+21)
5.3% more ownership
Funds ownership: 18.86% → 24.17% (+5.3%)
20% less call options, than puts
Call options by funds: $4K | Put options by funds: $5K
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
P
Pitcairn
Conshohocken,
Pennsylvania
|
+$11.9M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.29M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$4.84M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.52M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$1.03M |
| 2 |
Jane Street
New York
|
-$525K |
| 3 |
PP
PDS Planning
Dublin,
Ohio
|
-$474K |
| 4 |
VC
Veracity Capital
Atlanta,
Georgia
|
-$451K |
| 5 |
TA
TCG Advisors
Austin,
Texas
|
-$427K |
OUNZ Hedge Fund Activity: Q3 2020 in Review
78 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q3 2020, worth a combined $97.8M — up 78% from $54.8M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new OUNZ positions and 6 closed out — a net gain of 21 holders — while 23 added to existing stakes and 9 trimmed.
The largest buyer was Pitcairn, opening a new position worth an estimated $11.9M. The largest seller was Carroll Financial Associates, exiting entirely with an estimated $1.03M sold.
- 78 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q3 2020, up from 57 in Q2 2020.
- Funds reported $97.8M of VanEck Merk Gold Trust stock for Q3 2020, up 78% quarter-over-quarter.
- 27 funds opened new VanEck Merk Gold Trust positions in Q3 2020 and 6 closed out, a net change of +21 holders.
- The largest VanEck Merk Gold Trust buyer in Q3 2020 was Pitcairn, an estimated $11.9M added.
- The largest VanEck Merk Gold Trust seller in Q3 2020 was Carroll Financial Associates, an estimated $1.03M sold.
Based on aggregated 13F filings for Q3 2020.