We are live on ! Find out more
PHYS icon

Sprott Physical Gold

124 hedge funds and large institutions have $199M invested in Sprott Physical Gold in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

1% more funds holding

Funds holding: 123124 (+1)

0.16% more ownership

Funds ownership: 13.28%13.44% (+0.16%)

3% less capital invested

Capital invested by funds: $205M → $199M (-$5.91M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

41% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 39

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
16
Increased
23
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PHS
1
Pekin Hardy Strauss
Illinois
$25.9M -$109K -11,050 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$20.6M -$1.81M -183,361 -8%
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$17M -$394K -40,000 -2%
BCM
4
Bluefin Capital Management
New York
$11.5M +$7.17M +727,690 +158%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.3M -$16.9K -1,714 -0.2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.45M +$5.38M +546,400 +126%
VF
7
Virtu Financial
New York
$7.44M +$3.89M +394,455 +105%
PG
8
Portola Group
California
$6.84M -$328K -33,300 -4%
LPL Financial
9
LPL Financial
California
$6.15M -$1.15M -116,596 -15%
CBB
10
Citizens Business Bank
California
$4.69M +$514K +52,165 +12%
PAG
11
Private Advisor Group
New Jersey
$4.48M +$2.43M +246,391 +113%
TAM
12
Tocqueville Asset Management
New York
$4.29M
CS
13
Credit Suisse
Switzerland
$3.65M -$53.6K -5,438 -1%
BFA
14
Beaumont Financial Advisors
Massachusetts
$3.63M +$136K +13,819 +4%
CAN
15
Cetera Advisor Networks
California
$2.98M
B
16
Bailard
California
$2.96M
LA
17
Lau Associates
Delaware
$2.83M
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$2.65M -$188K -19,105 -7%
F
19
Filament
Washington
$2.58M +$118K +11,946 +5%
BA
20
Bennicas & Associates
California
$2.49M
RJA
21
Raymond James & Associates
Florida
$2.26M -$217K -21,974 -9%
WAM
22
Weiss Asset Management
Massachusetts
$1.82M +$1.86M +188,381 New
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$1.66M
WA
24
WFG Advisors
Texas
$1.62M -$57.1K -5,798 -3%
BAAM
25
Baker Avenue Asset Management
California
$1.41M -$34.5K -3,500 -2%

PHYS Hedge Fund Activity: Q2 2015 in Review

124 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q2 2015, worth a combined $199M — down 2.9% from $205M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PHYS positions and 10 closed out — a net gain of 6 holders — while 23 added to existing stakes and 39 trimmed.

The largest buyer was Bluefin Capital Management, adding an estimated $7.17M. The largest seller was Sprott Inc, cutting an estimated $16.4M.

  • 124 institutional investors held Sprott Physical Gold (PHYS) as of Q2 2015, up from 123 in Q1 2015.
  • Funds reported $199M of Sprott Physical Gold stock for Q2 2015, down 2.9% quarter-over-quarter.
  • 16 funds opened new Sprott Physical Gold positions in Q2 2015 and 10 closed out, a net change of +6 holders.
  • The largest Sprott Physical Gold buyer in Q2 2015 was Bluefin Capital Management, an estimated $7.17M added.
  • The largest Sprott Physical Gold seller in Q2 2015 was Sprott Inc, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2015.