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Sprott Physical Gold
PHYS

Overview Fund Activity

163 hedge funds and large institutions have $79.2B invested in Sprott Physical Gold in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+1
Holders Change %
+0.62%
% of All Funds
4.36%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
13
Increased
52
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Choate Investment Advisors
Massachusetts
$3.46M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$2.4M
3
EAM
3
Evanson Asset Management
California
$33.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.1M
5
FHC
5
Forest Hill Capital
Arkansas
$6.57M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$78.9B
2
PAMP
2
Polar Asset Management Partners
Ontario, Canada
$11.4M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$4.19M
4
GEM
4
Global Endowment Management
North Carolina
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
UR
76
USCA RIA
Texas
$457K +$340K +31,000 +290%
CL
77
Croft-Leominster
Maryland
$446K – – –
FAAS
78
First Allied Advisory Services
California
$433K +$4.38K +400 +1%
OA
79
Oxbow Advisors
Texas
$432K – – –
AC
80
Avenir Corporation
Virginia
$426K – – –
RFC
81
Regions Financial Corp
Alabama
$426K +$235K +21,500 +123%
NPC
82
National Planning Corporation
California
$416K -$35.5K -3,341 -8%
FCT
83
Family Capital Trust
Massachusetts
$383K – – –
FCH
84
Freestone Capital Holdings
Washington
$372K – – –
GT
85
Glenmede Trust
Pennsylvania
$353K +$3.27K +300 +0.9%
LA
86
Lau Associates
Delaware
$350K – – –
LW
87
Linscomb Wealth
Texas
$345K – – –
CG
88
Caprock Group
Idaho
$343K – – –
PFM
89
Peak Financial Management
Massachusetts
$341K +$199K +18,200 +141%
SG
90
StoneX Group
New York
$320K +$320K +29,250 New
NL
91
NWAM LLC
Washington
$311K +$311K +28,375 New
CIC
92
Carnegie Investment Counsel
Ohio
$309K -$21.8K -2,100 -7%
SAM
93
Silvercrest Asset Management
New York
$305K – – –
WT
94
Whittier Trust
California
$303K +$106K +9,675 +54%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$299K +$14.5K +1,325 +5%
JPMPWA
96
J.P. Morgan Private Wealth Advisors
California
$289K +$143K +13,050 +98%
OC
97
Oppenheimer & Co
New York
$274K +$274K +25,049 New
PL
98
Plancorp LLC
Missouri
$270K +$270K +24,637 New
CWM
99
Concert Wealth Management
California
$268K -$3.18K -290 -1%
PAS
100
Partnervest Advisory Services
California
$259K – – –
2 3
4
5 6