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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
EH
51
Equitable Holdings
New York
$7.63M +$1.05M +68,189 +17%
GEM
52
Global Endowment Management
North Carolina
$7.58M – – –
OBGC
53
O'Brien Greene & Co
Pennsylvania
$7.23M +$44K +2,866 +0.6%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$7.05M +$5.58M +362,876 +456%
AWS
55
Atria Wealth Solutions
New York
$6.98M -$45K -2,927 -0.7%
IWC
56
Integrated Wealth Concepts
Massachusetts
$6.97M -$2.99M -194,741 -31%
Stifel Financial
57
Stifel Financial
Missouri
$6.8M +$243K +15,789 +4%
EFS
58
Essex Financial Services
Connecticut
$6.78M -$23.6K -1,536 -0.4%
PAG
59
Private Advisor Group
New Jersey
$6.56M +$210K +13,653 +3%
SAM
60
Silvercrest Asset Management
New York
$6.19M +$2.07M +134,500 +53%
TAM
61
TCP Asset Management
Ohio
$6.15M +$261K +16,974 +5%
GIM
62
Guild Investment Management
California
$5.96M -$1.12M -73,175 -16%
BCM
63
Bluefin Capital Management
New York
$5.61M +$2.46M +160,036 +84%
FTUS
64
Flow Traders U.S.
New York
$5.57M +$3.88M +252,619 +261%
PCM
65
Perritt Capital Management
Illinois
$5.52M +$7.61K +495 +0.1%
AC
66
Amitell Capital
Singapore
$5.46M – – –
RJFSA
67
Raymond James Financial Services Advisors
Florida
$5.36M -$430K -27,960 -8%
PSP
68
Pacific Sage Partners
Washington
$5.14M +$33.6K +2,189 +0.7%
MLIM
69
Mountain Lake Investment Management
Florida
$5.07M -$492K -32,000 -9%
WMSA
70
Weiss Multi-Strategy Advisers
New York
$5.04M -$335K -21,783 -6%
B
71
Bailard
California
$4.86M -$19.5K -1,271 -0.4%
AFP
72
Ausdal Financial Partners
Iowa
$4.78M -$1.1M -71,751 -19%
GSCM
73
Greenfield Seitz Capital Management
Texas
$4.75M +$4.58M +298,140 New
SI
74
Sprott Inc
Ontario, Canada
$4.69M +$922 +60 +0%
BFO
75
Biltmore Family Office
North Carolina
$4.69M +$243K +15,792 +6%
1 2
3
4 5

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.