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abrdn Physical Palladium Shares ETF

60 hedge funds and large institutions have $234M invested in abrdn Physical Palladium Shares ETF in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

11% more funds holding

Funds holding: 5460 (+6)

4% more capital invested

Capital invested by funds: $224M → $234M (+$9.91M)

3.07% less ownership

Funds ownership: 214.39%211.32% (-3.1%)

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
10
Increased
18
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IC
26
Inverness Counsel
New York
$1.18M
U
27
UBS
Switzerland
$1.13M -$283K -19,995 -20%
CCMG
28
Clark Capital Management Group
Pennsylvania
$1M +$1.01M +70,960 New
LIM
29
Longfellow Investment Management
Massachusetts
$842K
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$838K -$191K -13,505 -19%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$813K +$814K +57,440 New
RJA
32
Raymond James & Associates
Florida
$752K +$753K +53,180 New
Jane Street
33
Jane Street
New York
$634K +$635K +44,810 New
SI
34
Sprott Inc
Ontario, Canada
$562K
CIM
35
Confluence Investment Management
Missouri
$528K +$165K +11,665 +45%
BlackRock
36
BlackRock
New York
$492K -$30.7K -2,170 -6%
HTHT
37
Hemenway Trust Hemenway Trust
New Hampshire
$327K
BIT
38
BlackRock Institutional Trust
California
$321K
CA
39
Cetera Advisors
Colorado
$310K -$48.2K -3,400 -13%
Nomura Holdings
40
Nomura Holdings
Japan
$247K -$14.2K -1,000 -5%
LPL Financial
41
LPL Financial
California
$225K +$228K +16,115 New
FIM
42
Freedom Investment Management
Connecticut
$212K +$213K +15,010 New
GI
43
Gradient Investments
Minnesota
$114K +$1.91K +135 +2%
DBT
44
Dubuque Bank & Trust
Iowa
$108K +$21.2K +1,500 +25%
AIG
45
American International Group
New York
$83.3K +$5.52K +390 +7%
US Bancorp
46
US Bancorp
Minnesota
$60K
JIC
47
Joel Isaacson & Co
New York
$56K
TAT
48
TD Ameritrade Trust
Colorado
$53K +$53.1K +3,750 New
Creative Planning
49
Creative Planning
Kansas
$44K +$14.2K +1,000 +47%
Citigroup
50
Citigroup
New York
$44K +$26.3K +1,860 +147%

PALL Hedge Fund Activity: Q3 2013 in Review

60 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Palladium Shares ETF (PALL) for Q3 2013, worth a combined $234M — up 4.4% from $224M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PALL positions and 4 closed out — a net gain of 6 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.57M. The largest seller was U.S. Global Investors (USGI), cutting an estimated $7.08M.

  • 60 institutional investors held abrdn Physical Palladium Shares ETF (PALL) as of Q3 2013, up from 54 in Q2 2013.
  • Funds reported $234M of abrdn Physical Palladium Shares ETF stock for Q3 2013, up 4.4% quarter-over-quarter.
  • 10 funds opened new abrdn Physical Palladium Shares ETF positions in Q3 2013 and 4 closed out, a net change of +6 holders.
  • The largest abrdn Physical Palladium Shares ETF buyer in Q3 2013 was Susquehanna International Group, an estimated $2.57M added.
  • The largest abrdn Physical Palladium Shares ETF seller in Q3 2013 was U.S. Global Investors (USGI), an estimated $7.08M sold.

Based on aggregated 13F filings for Q3 2013.