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Sprott Physical Gold

165 hedge funds and large institutions have $4B invested in Sprott Physical Gold in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $3.7B → $4B (+$293M)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

0.61% less ownership

Funds ownership: 20.33%19.72% (-0.61%)

1% less funds holding

Funds holding: 167165 (-2)

11% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 47

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
165
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
4.11%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
14
Increased
42
Reduced
47
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ST
151
Smithfield Trust
Pennsylvania
$59K +$58.1K +5,800 New
WA
152
WealthTrust-Arizona
Arizona
$48K
Bessemer Group
153
Bessemer Group
New Jersey
$45K
JFA
154
JNBA Financial Advisors
Minnesota
$38K -$3.97K -397 -10%
WTC
155
WhitTier Trust Company
Nevada
$36K +$4K +400 +13%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$22K +$21.3K +2,125 New
SPIA
157
Steward Partners Investment Advisory
New York
$15K +$5.54K +554 +55%
RFA
158
Reilly Financial Advisors
California
$9K
NSIM
159
North Star Investment Management
Illinois
$7K
BBPWM
160
Blue Bell Private Wealth Management
Pennsylvania
$6K
Deutsche Bank
161
Deutsche Bank
Germany
$6K
NFG
162
Next Financial Group
Texas
$6K
HNB
163
Huntington National Bank
Ohio
$5K
RFM
164
Royal Fund Management
Florida
$5K
AssetMark Inc
165
AssetMark Inc
California
$4K +$3.93K +393 New
TRCT
166
Tower Research Capital (TRC)
New York
$2K -$16K -1,600 -89%
PA
167
Parallel Advisors
California
$1K
WAM
168
Weiss Asset Management
Massachusetts
-$28.3M -3,017,325 Closed
ISL
169
Ingalls & Snyder LLC
New York
-$169K -18,009 Closed
Millennium Management
170
Millennium Management
New York
-$126K -13,443 Closed
OIA
171
Optimum Investment Advisors
Illinois
-$103K -11,000 Closed
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
-$38K -4,000 Closed
JIC
173
Joel Isaacson & Co
New York
-$23K -2,400 Closed
ACM
174
Armbruster Capital Management
New York
-$21K -2,205 Closed
AA
175
Apriem Advisors
California
-$20K -2,080 Closed

PHYS Hedge Fund Activity: Q1 2017 in Review

165 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q1 2017, worth a combined $4B — up 7.9% from $3.7B a quarter earlier.

Fund positioning in PHYS was balanced in Q1 2017: 14 funds opened new positions, 14 closed out, 42 added to existing stakes and 47 trimmed.

The largest buyer was Proficio Capital Partners, adding an estimated $4.75M. The largest seller was Weiss Asset Management, exiting entirely with an estimated $28.3M sold.

  • 165 institutional investors held Sprott Physical Gold (PHYS) as of Q1 2017, down from 167 in Q4 2016.
  • Funds reported $4B of Sprott Physical Gold stock for Q1 2017, up 7.9% quarter-over-quarter.
  • 14 funds opened new Sprott Physical Gold positions in Q1 2017 and 14 closed out, a net change of 0 holders.
  • The largest Sprott Physical Gold buyer in Q1 2017 was Proficio Capital Partners, an estimated $4.75M added.
  • The largest Sprott Physical Gold seller in Q1 2017 was Weiss Asset Management, an estimated $28.3M sold.

Based on aggregated 13F filings for Q1 2017.