We are live on ! Find out more
PHYS icon

Sprott Physical Gold

387 hedge funds and large institutions have $2.35B invested in Sprott Physical Gold in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 124 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

2.76% more ownership

Funds ownership: 27.75%30.51% (+2.8%)

1% more funds holding

Funds holding: 382387 (+5)

5% more capital invested

Capital invested by funds: $2.24B → $2.35B (+$106M)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

24% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 124

Holders
387
Holders Change
+5
Holders Change %
+1.31%
% of All Funds
6.14%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.4%
New
29
Increased
94
Reduced
124
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$2.51M +$2.63M +175,396 New
Creative Planning
102
Creative Planning
Kansas
$2.47M -$1.23M -81,630 -32%
APG
103
Abacus Planning Group
South Carolina
$2.45M
NC
104
NovaPoint Capital
Georgia
$2.44M -$75.4K -5,020 -3%
BRWA
105
B. Riley Wealth Advisors
Florida
$2.39M -$259K -17,247 -9%
CAM
106
Cresset Asset Management
Illinois
$2.35M -$45K -3,000 -2%
BCM
107
Brookstone Capital Management
Illinois
$2.32M +$1.69M +112,293 +287%
IWP
108
Insight Wealth Partners
Texas
$2.31M -$104K -6,961 -4%
CGPCS
109
Capital Group Private Client Services
California
$2.27M -$796 -53 -0%
LIM
110
Leavell Investment Management
Alabama
$2.26M
TC
111
Telemus Capital
Michigan
$2.1M -$85.6K -5,704 -4%
PM
112
Phraction Management
Connecticut
$2.04M -$79.6K -5,300 -4%
BFA
113
Beaumont Financial Advisors
Massachusetts
$1.97M +$7.1K +473 +0.3%
GVAG
114
Great Valley Advisor Group
Delaware
$1.96M -$22.6K -1,506 -1%
WA
115
Waddell & Associates
Tennessee
$1.93M +$1.17M +77,660 +136%
GSC
116
Grey Street Capital
Illinois
$1.9M
EPIM
117
Equinox Partners Investment Management
Connecticut
$1.89M
OC
118
Oppenheimer & Co
New York
$1.88M +$82.8K +5,514 +4%
SB
119
Strategic Blueprint
Georgia
$1.88M +$41.6K +2,774 +2%
CCMW
120
Cypress Capital Management (Wyoming)
Wyoming
$1.87M -$35.1K -2,339 -2%
EFMC
121
Empire Financial Management Company
New York
$1.82M -$64.4K -4,289 -3%
DWM
122
Darwin Wealth Management
Florida
$1.79M +$25.7K +1,713 +1%
MC
123
Moors & Cabot
Massachusetts
$1.77M +$103K +6,864 +6%
AMBIA
124
Allen Mooney & Barnes Investment Advisors
Georgia
$1.76M +$1.84M +122,690 New
TIAA Trust, National Association
125
TIAA Trust, National Association
North Carolina
$1.75M +$1.83M +121,925 New

PHYS Hedge Fund Activity: Q3 2023 in Review

387 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q3 2023, worth a combined $2.35B — up 4.7% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PHYS positions and 21 closed out — a net gain of 8 holders — while 94 added to existing stakes and 124 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $53.3M. The largest seller was Jupiter Asset Management, cutting an estimated $9.62M.

  • 387 institutional investors held Sprott Physical Gold (PHYS) as of Q3 2023, up from 382 in Q2 2023.
  • Funds reported $2.35B of Sprott Physical Gold stock for Q3 2023, up 4.7% quarter-over-quarter.
  • 29 funds opened new Sprott Physical Gold positions in Q3 2023 and 21 closed out, a net change of +8 holders.
  • The largest Sprott Physical Gold buyer in Q3 2023 was Susquehanna International Group, an estimated $53.3M added.
  • The largest Sprott Physical Gold seller in Q3 2023 was Jupiter Asset Management, an estimated $9.62M sold.

Based on aggregated 13F filings for Q3 2023.