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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
ECM
76
Evergreen Capital Management
Washington
$4.65M +$104K +6,750 +2%
SPIA
77
Steward Partners Investment Advisory
New York
$4.64M +$864K +56,243 +24%
VA
78
Vident Advisory
Georgia
$4.61M -$513K -33,387 -10%
PWM
79
Palumbo Wealth Management
New York
$4.48M -$170K -11,082 -4%
MCC
80
Money Concepts Capital
Florida
$4.45M -$133K -8,655 -3%
WMWM
81
Whitaker-Myers Wealth Managers
Ohio
$4.32M +$4.17M +271,114 New
PFS
82
Prospera Financial Services
Texas
$4.3M +$139K +9,057 +3%
HSWM
83
Hubbell Strickland Wealth Management
Louisiana
$4.26M -$82.7K -5,379 -2%
CCM
84
Courage Capital Management
Tennessee
$4.21M – – –
William Blair & Company
85
William Blair & Company
Illinois
$4.19M -$2.37M -154,175 -37%
LNC
86
Lincoln National Corp
Pennsylvania
$4.13M +$81.6K +5,310 +2%
GWM
87
Geneos Wealth Management
Colorado
$3.9M -$3.09K -201 -0.1%
ASN
88
Advisory Services Network
Georgia
$3.85M +$819K +53,258 +28%
TWC
89
TD Waterhouse Canada
Ontario, Canada
$3.7M -$2.2M -143,014 -43%
AA
90
Ancora Advisors
Ohio
$3.69M – – –
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$3.63M +$808K +52,544 +30%
LI
92
Latigo Investments
Florida
$3.41M – – –
MIM
93
Macroview Investment Management
Maryland
$3.4M -$211K -13,713 -6%
BGAI
94
Bruce G. Allen Investments
Colorado
$3.4M +$3.28M +213,507 New
NW
95
NewEdge Wealth
Pennsylvania
$3.34M -$36.1K -2,350 -1%
WIM
96
Warwick Investment Management
Texas
$3.34M – – –
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$3.27M +$326K +21,189 +12%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$3.11M -$52.1M -3,392,940 -95%
SWP
99
Stratos Wealth Partners
Ohio
$3.09M +$68.9K +4,481 +2%
FSA
100
Financial Sense Advisors
California
$3.08M +$69.7K +4,538 +2%
2 3
4
5 6

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.