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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
CC
101
Chicago Capital
Illinois
$2.93M – – –
Creative Planning
102
Creative Planning
Kansas
$2.81M +$65K +4,226 +2%
NC
103
NovaPoint Capital
Georgia
$2.74M +$24.4K +1,585 +0.9%
APG
104
Abacus Planning Group
South Carolina
$2.72M – – –
BRWA
105
B. Riley Wealth Advisors
Florida
$2.7M +$44.2K +2,874 +2%
KJHP
106
K.J. Harrison & Partners
Ontario, Canada
$2.7M -$1.25M -81,215 -32%
SB
107
Strategic Blueprint
Georgia
$2.7M +$585K +38,054 +29%
IWP
108
Insight Wealth Partners
Texas
$2.57M -$4.23K -275 -0.2%
BFA
109
Beaumont Financial Advisors
Massachusetts
$2.56M +$350K +22,800 +17%
CGPCS
110
Capital Group Private Client Services
California
$2.53M -$861 -56 -0%
LIM
111
Leavell Investment Management
Alabama
$2.52M – – –
CTA
112
Camelot Technology Advisors
California
$2.37M +$2.29M +149,013 New
SWM
113
Spire Wealth Management
Virginia
$2.36M +$1.84M +119,961 +395%
CAM
114
Cresset Asset Management
Illinois
$2.33M -$279K -18,181 -11%
PM
115
Phraction Management
Connecticut
$2.27M – – –
TC
116
Telemus Capital
Michigan
$2.22M -$106K -6,866 -5%
EFMC
117
Empire Financial Management Company
New York
$2.14M +$117K +7,600 +6%
GSC
118
Grey Street Capital
Illinois
$2.11M – – –
EPIM
119
Equinox Partners Investment Management
Connecticut
$2.1M – – –
MC
120
Moors & Cabot
Massachusetts
$2.09M +$120K +7,791 +6%
SPW
121
Surience Private Wealth
Washington
$2.09M +$2.01M +130,910 New
LPP
122
Life Planning Partners
Florida
$2.07M +$2M +129,898 New
OC
123
Oppenheimer & Co
New York
$2.03M -$64.6K -4,205 -3%
CCMW
124
Cypress Capital Management (Wyoming)
Wyoming
$2.01M -$71.1K -4,628 -4%
GVAG
125
Great Valley Advisor Group
Delaware
$1.98M -$191K -12,395 -9%
3 4
5
6 7

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.