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Sprott Physical Gold
PHYS

384 hedge funds and large institutions have $1.6B invested in Sprott Physical Gold in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 105 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

14% more capital invested

Capital invested by funds: $1.4B → $1.6B (+$194M)

7% more funds holding in top 10

Funds holding in top 10: 28 → 30 (+2)

6% more funds holding

Funds holding: 363 → 384 (+21)

0.53% more ownership

Funds ownership: 27.82% → 28.35% (+0.53%)

20% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 105

Holders
384
Holders Change
+21
Holders Change %
+5.79%
% of All Funds
6.17%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.48%
New
53
Increased
84
Reduced
105
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$26.7M
2
Truist Financial
Truist Financial
North Carolina
+$20.4M
3
BCM
Bluefin Capital Management
New York
+$17.3M
4
WAM
Weiss Asset Management
Massachusetts
+$12.7M
5
BFM
Boothbay Fund Management
New York
+$5.12M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$49.6M
2
CTC
Central Trust Company
Missouri
-$23.3M
3
OBGC
O'Brien Greene & Co
Pennsylvania
-$11.6M
4
KOC
Koss-Olinger Consulting
Florida
-$9.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$3.71M +$539K +40,389 +18%
MFG
77
Mendota Financial Group
Wisconsin
$3.56M +$3.37M +252,697 New
William Blair & Company
78
William Blair & Company
Illinois
$3.4M – – –
MIM
79
Macroview Investment Management
Maryland
$3.38M -$24.6K -1,840 -0.8%
AA
80
Ancora Advisors
Ohio
$3.25M -$33.4K -2,500 -1%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$3.23M +$794K +59,506 +35%
Stifel Financial
82
Stifel Financial
Missouri
$3.16M +$353K +26,424 +13%
IMC Chicago
83
IMC Chicago
Illinois
$3.15M +$2.16M +161,851 +262%
GWM
84
Geneos Wealth Management
Colorado
$3.15M -$3.58K -268 -0.1%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$3.07M +$4.37K +327 +0.2%
TC
86
Telemus Capital
Michigan
$3.07M -$144K -10,781 -5%
LI
87
Latigo Investments
Florida
$3.02M – – –
BRWA
88
B. Riley Wealth Advisors
Florida
$2.98M +$88.1K +6,600 +3%
BFO
89
Biltmore Family Office
North Carolina
$2.98M -$2.22M -166,000 -44%
WIM
90
Warwick Investment Management
Texas
$2.95M +$2.8M +209,390 New
NW
91
NewEdge Wealth
Pennsylvania
$2.92M – – –
SCM
92
Sterneck Capital Management
Missouri
$2.9M -$131K -9,833 -5%
NC
93
NovaPoint Capital
Georgia
$2.8M -$713K -53,413 -21%
VIA
94
Vident Investment Advisory
Georgia
$2.79M +$2.64M +197,965 New
PFS
95
Prospera Financial Services
Texas
$2.78M +$1.35M +101,310 +106%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$2.77M -$428K -32,070 -14%
LNC
97
Lincoln National Corp
Pennsylvania
$2.75M -$316K -23,675 -11%
SPW
98
Surience Private Wealth
Washington
$2.69M +$2.55M +190,681 New
CC
99
Chicago Capital
Illinois
$2.59M – – –
IWP
100
Insight Wealth Partners
Texas
$2.53M – – –
2 3
4
5 6

PHYS Hedge Fund Activity: Q4 2022 in Review

384 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q4 2022, worth a combined $1.6B — up 14% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PHYS positions and 25 closed out — a net gain of 28 holders — while 84 added to existing stakes and 105 trimmed.

The largest buyer was Polar Asset Management Partners, adding an estimated $26.7M. The largest seller was Royal Bank of Canada, cutting an estimated $49.6M.

  • 384 institutional investors held Sprott Physical Gold (PHYS) as of Q4 2022, up from 363 in Q3 2022.
  • Funds reported $1.6B of Sprott Physical Gold stock for Q4 2022, up 14% quarter-over-quarter.
  • 53 funds opened new Sprott Physical Gold positions in Q4 2022 and 25 closed out, a net change of +28 holders.
  • The largest Sprott Physical Gold buyer in Q4 2022 was Polar Asset Management Partners, an estimated $26.7M added.
  • The largest Sprott Physical Gold seller in Q4 2022 was Royal Bank of Canada, an estimated $49.6M sold.

Based on aggregated 13F filings for Q4 2022.