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Sprott Physical Gold
PHYS

401 hedge funds and large institutions have $1.95B invested in Sprott Physical Gold in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 108 increasing their positions, 107 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 26

12% more funds holding in top 10

Funds holding in top 10: 25 → 28 (+3)

4% more funds holding

Funds holding: 387 → 401 (+14)

1% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 107

0.05% more ownership

Funds ownership: 30.51% → 30.57% (+0.05%)

17% less capital invested

Capital invested by funds: $2.35B → $1.95B (-$395M)

Holders
401
Holders Change
+14
Holders Change %
+3.62%
% of All Funds
5.85%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.41%
New
43
Increased
108
Reduced
107
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$115M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.58M
3
WMWM
Whitaker-Myers Wealth Managers
Ohio
+$4.17M
4
FTUS
Flow Traders U.S.
New York
+$3.88M
5
BCM
Bluefin Capital Management
New York
+$2.46M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$52.1M
2
SAS
SMI Advisory Services
Indiana
-$30.9M
3
Osaic Holdings
Osaic Holdings
Arizona
-$9.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$7.89M
5
JAM
Jupiter Asset Management
United Kingdom
-$6.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
IPAM
326
Investment Partners Asset Management
New Jersey
$178K +$172K +11,178 New
IA
327
IFG Advisory
Georgia
$178K +$171K +11,149 New
CAM
328
Cozad Asset Management
Illinois
$177K +$171K +11,142 New
First Manhattan
329
First Manhattan
New York
$175K – – –
AC
330
Addison Capital
Pennsylvania
$170K – – –
MCM
331
MAI Capital Management
Ohio
$170K – – –
AWA
332
Arkadios Wealth Advisors
Georgia
$167K – – –
CT
333
Cambridge Trust
Massachusetts
$167K – – –
DWT
334
Dorsey & Whitney Trust
South Dakota
$165K – – –
DI
335
Diligent Investors
California
$165K -$38.4K -2,500 -19%
VH
336
Visionary Horizons
Tennessee
$164K +$158K +10,300 New
SCA
337
Stonebridge Capital Advisors
Minnesota
$163K – – –
IAMOG
338
Investors Asset Management of Georgia
Georgia
$159K – – –
MFG
339
Mendota Financial Group
Wisconsin
$159K – – –
TWM
340
Tradition Wealth Management
Minnesota
$155K – – –
ACA
341
Atlas Capital Advisors
Wyoming
$143K – – –
PCFFS
342
Pacific Center for Financial Services
California
$139K – – –
LWCFA
343
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$134K – – –
PA
344
Parallel Advisors
California
$133K +$71K +4,617 +124%
AAG
345
Armstrong Advisory Group
Massachusetts
$124K -$400 -26 -0.3%
AF
346
Allworth Financial
California
$97.7K -$1.77K -115 -2%
HIA
347
Harbor Investment Advisory
Maryland
$97K – – –
CBT
348
Central Bank & Trust
Kentucky
$96.2K – – –
SWM
349
Sugarloaf Wealth Management
Georgia
$95.6K – – –
CT
350
Colonial Trust
South Carolina
$91.1K – – –
12 13
14
15 16

PHYS Hedge Fund Activity: Q4 2023 in Review

401 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q4 2023, worth a combined $1.95B — down 17% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PHYS positions and 26 closed out — a net gain of 17 holders — while 108 added to existing stakes and 107 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $115M. The largest seller was Susquehanna International Group, cutting an estimated $52.1M.

  • 401 institutional investors held Sprott Physical Gold (PHYS) as of Q4 2023, up from 387 in Q3 2023.
  • Funds reported $1.95B of Sprott Physical Gold stock for Q4 2023, down 17% quarter-over-quarter.
  • 43 funds opened new Sprott Physical Gold positions in Q4 2023 and 26 closed out, a net change of +17 holders.
  • The largest Sprott Physical Gold buyer in Q4 2023 was Morgan Stanley, an estimated $115M added.
  • The largest Sprott Physical Gold seller in Q4 2023 was Susquehanna International Group, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2023.