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Sprott Physical Gold

177 hedge funds and large institutions have $406M invested in Sprott Physical Gold in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

6% more capital invested

Capital invested by funds: $385M → $406M (+$21.5M)

0.51% less ownership

Funds ownership: 18.95%18.44% (-0.51%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

1% less funds holding

Funds holding: 179177 (-2)

Holders
177
Holders Change
-2
Holders Change %
-1.12%
% of All Funds
3.84%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
19
Increased
37
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
26
Chicago Capital
Illinois
$2.28M
SJIC
27
St. James Investment Company
Texas
$2.25M +$791K +75,415 +61%
WAM
28
Weiss Asset Management
Massachusetts
$2.08M +$1.93M +184,005 New
William Blair & Company
29
William Blair & Company
Illinois
$2.06M +$136K +12,964 +8%
ADBIC
30
A.D. Beadell Investment Counsel
Wisconsin
$2M
FIM
31
Freedom Investment Management
Connecticut
$1.88M +$355K +33,908 +26%
Stifel Financial
32
Stifel Financial
Missouri
$1.86M -$67.6K -6,451 -4%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$1.79M -$204K -19,420 -11%
PCP
34
Proficio Capital Partners
Massachusetts
$1.48M -$6.09M -581,261 -82%
Bank of America
35
Bank of America
North Carolina
$1.47M +$252K +24,005 +23%
APG
36
Abacus Planning Group
South Carolina
$1.41M -$379K -36,134 -23%
WTC
37
WhitTier Trust Company
Nevada
$1.33M +$359K +34,240 +41%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$1.27M -$10 -1 -0%
BS
39
Boenning & Scattergood
Pennsylvania
$1.24M
CAN
40
Cetera Advisor Networks
California
$1.08M +$11K +1,051 +1%
SI
41
Sprott Inc
Ontario, Canada
$1.02M +$141K +13,460 +18%
BFA
42
Beaumont Financial Advisors
Massachusetts
$1.01M -$55.7K -5,318 -6%
AA
43
Ancora Advisors
Ohio
$1.01M
Bank of New York Mellon
44
Bank of New York Mellon
New York
$1.01M +$239K +22,803 +34%
BPA
45
Beacon Pointe Advisors
California
$979K +$503K +47,986 +125%
CAM
46
Claret Asset Management
Quebec, Canada
$922K
HCM
47
Hollencrest Capital Management
California
$900K
EFS
48
Essex Financial Services
Connecticut
$898K +$85.3K +8,141 +11%
LPL Financial
49
LPL Financial
California
$890K -$87.4K -8,342 -10%
FDCC
50
Foster Dykema Cabot & Co
Massachusetts
$871K

PHYS Hedge Fund Activity: Q2 2019 in Review

177 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q2 2019, worth a combined $406M — up 5.6% from $385M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PHYS and 19 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 37 added.

The largest buyer was Polar Asset Management Partners, adding an estimated $17.8M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $39.7M sold.

  • 177 institutional investors held Sprott Physical Gold (PHYS) as of Q2 2019, down from 179 in Q1 2019.
  • Funds reported $406M of Sprott Physical Gold stock for Q2 2019, up 5.6% quarter-over-quarter.
  • 19 funds opened new Sprott Physical Gold positions in Q2 2019 and 20 closed out, a net change of -1 holder.
  • The largest Sprott Physical Gold buyer in Q2 2019 was Polar Asset Management Partners, an estimated $17.8M added.
  • The largest Sprott Physical Gold seller in Q2 2019 was T. Rowe Price Associates, an estimated $39.7M sold.

Based on aggregated 13F filings for Q2 2019.