We are live on ! Find out more
PHYS icon

Sprott Physical Gold

127 hedge funds and large institutions have $169M invested in Sprott Physical Gold in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

2% more funds holding

Funds holding: 124127 (+3)

0.09% more ownership

Funds ownership: 13.42%13.51% (+0.09%)

6% less capital invested

Capital invested by funds: $179M → $169M (-$9.85M)

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
21
Increased
30
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PHS
1
Pekin Hardy Strauss
Illinois
$16.9M +$492K +54,229 +3%
Morgan Stanley
2
Morgan Stanley
New York
$15.9M -$2.4M -264,155 -13%
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$15.3M
EAM
4
Evanson Asset Management
California
$14.1M +$8.82M +972,283 +152%
LPL Financial
5
LPL Financial
California
$11.4M +$5.93M +653,855 +103%
WAM
6
Weiss Asset Management
Massachusetts
$10.7M +$10.7M +1,175,324 +2,211%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.8M +$108K +11,951 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.66M -$2.75M -302,710 -26%
VF
9
Virtu Financial
New York
$6.86M -$595K -65,546 -8%
CBB
10
Citizens Business Bank
California
$4.21M -$677K -74,609 -13%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.52M +$344K +37,877 +10%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$3.48M +$1.39M +153,065 +62%
CS
13
Credit Suisse
Switzerland
$3.44M -$2.36K -260 -0.1%
FRM
14
Fore Research & Management
New York
$2.62M +$2.72M +300,000 New
BA
15
Bennicas & Associates
California
$2.25M +$45.4K +5,000 +2%
BFA
16
Beaumont Financial Advisors
Massachusetts
$2.22M -$838K -92,370 -27%
PAG
17
Private Advisor Group
New Jersey
$2.19M -$66.5K -7,330 -3%
RJA
18
Raymond James & Associates
Florida
$1.76M -$113K -12,504 -6%
SJIC
19
St. James Investment Company
Texas
$1.65M
WA
20
WFG Advisors
Texas
$1.44M -$102K -11,207 -6%
Stifel Financial
21
Stifel Financial
Missouri
$1.24M +$60.8K +6,701 +5%
QCMNJ
22
Quantum Capital Management (New Jersey)
New Jersey
$1.18M -$60K -6,615 -5%
MA
23
MUFG Americas
New York
$1.15M +$37.7K +4,156 +3%
HI
24
Hudock Inc
Pennsylvania
$1.09M
HighTower Advisors
25
HighTower Advisors
Illinois
$1.02M -$24.3K -2,678 -2%

PHYS Hedge Fund Activity: Q4 2015 in Review

127 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q4 2015, worth a combined $169M — down 5.5% from $179M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PHYS positions and 16 closed out — a net gain of 5 holders — while 30 added to existing stakes and 37 trimmed.

The largest buyer was Weiss Asset Management, adding an estimated $10.7M. The largest seller was Bluefin Capital Management, exiting entirely with an estimated $14.4M sold.

  • 127 institutional investors held Sprott Physical Gold (PHYS) as of Q4 2015, up from 124 in Q3 2015.
  • Funds reported $169M of Sprott Physical Gold stock for Q4 2015, down 5.5% quarter-over-quarter.
  • 21 funds opened new Sprott Physical Gold positions in Q4 2015 and 16 closed out, a net change of +5 holders.
  • The largest Sprott Physical Gold buyer in Q4 2015 was Weiss Asset Management, an estimated $10.7M added.
  • The largest Sprott Physical Gold seller in Q4 2015 was Bluefin Capital Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2015.