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Sprott Physical Gold

123 hedge funds and large institutions have $205M invested in Sprott Physical Gold in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

3% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 31

1% more funds holding

Funds holding: 122123 (+1)

0.44% more ownership

Funds ownership: 12.84%13.28% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

17% less capital invested

Capital invested by funds: $245M → $205M (-$40.8M)

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
3.28%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
16
Increased
32
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
76
Glenmede Trust
Pennsylvania
$239K
RJFSA
77
Raymond James Financial Services Advisors
Florida
$238K +$245K +24,300 New
OFG
78
OTA Financial Group
New York
$215K -$103K -10,169 -32%
SI
79
Stephens Inc
Arkansas
$215K +$222K +22,000 New
Deutsche Bank
80
Deutsche Bank
Germany
$212K +$35.4K +3,500 +19%
LPT
81
Legacy Private Trust
Wisconsin
$201K
ICOA
82
Investment Centers of America
North Dakota
$192K
HCM
83
Highlander Capital Management
New Jersey
$191K
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$189K -$1.01K -100 -0.5%
KAM
85
Keeley Asset Management
Illinois
$180K +$1.01K +100 +0.5%
SAM
86
Silvercrest Asset Management
New York
$174K
SCA
87
Salient Capital Advisors
Texas
$166K
CSIC
88
Clifford Swan Investment Counsel
California
$166K +$25.3K +2,500 +17%
WSFS
89
Wilmington Savings Fund Society
Delaware
$165K
HH
90
Hilltop Holdings
Texas
$158K
VFAM
91
Valley Forge Asset Management
Pennsylvania
$147K -$35.4K -3,500 -19%
Neuberger Berman Group
92
Neuberger Berman Group
New York
$145K -$30.3K -3,000 -17%
Citigroup
93
Citigroup
New York
$144K +$14.1K +1,392 +10%
NHFG
94
New Harbor Financial Group
Massachusetts
$143K
OC
95
Oppenheimer & Co
New York
$141K -$50.5K -5,000 -26%
SC
96
Scotia Capital
Ontario, Canada
$139K -$5.05K -500 -3%
BWP
97
BSW Wealth Partners
Colorado
$138K
KIA
98
KCM Investment Advisors
California
$134K +$139K +13,737 New
PHIMC
99
Private Harbour Investment Management & Counsel
Ohio
$130K
Mariner
100
Mariner
Kansas
$127K -$324K -32,095 -71%

PHYS Hedge Fund Activity: Q1 2015 in Review

123 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q1 2015, worth a combined $205M — down 17% from $245M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PHYS positions and 13 closed out — a net gain of 3 holders — while 32 added to existing stakes and 31 trimmed.

The largest buyer was Pekin Hardy Strauss, adding an estimated $3.46M. The largest seller was Virtu Financial, cutting an estimated $12.9M.

  • 123 institutional investors held Sprott Physical Gold (PHYS) as of Q1 2015, up from 122 in Q4 2014.
  • Funds reported $205M of Sprott Physical Gold stock for Q1 2015, down 17% quarter-over-quarter.
  • 16 funds opened new Sprott Physical Gold positions in Q1 2015 and 13 closed out, a net change of +3 holders.
  • The largest Sprott Physical Gold buyer in Q1 2015 was Pekin Hardy Strauss, an estimated $3.46M added.
  • The largest Sprott Physical Gold seller in Q1 2015 was Virtu Financial, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2015.