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Sprott Physical Gold

162 hedge funds and large institutions have $79.4B invested in Sprott Physical Gold in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4% more funds holding

Funds holding: 156162 (+6)

3% more capital invested

Capital invested by funds: $77B → $79.4B (+$2.46B)

0.09% less ownership

Funds ownership: 15.75%15.67% (-0.09%)

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

Holders
162
Holders Change
+6
Holders Change %
+3.85%
% of All Funds
4.32%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
22
Increased
37
Reduced
41
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAC
1
Smith Affiliated Capital
New York
$79.1B
PHS
2
Pekin Hardy Strauss
Illinois
$53.3M -$4.04M -386,141 -7%
JIC
3
Johnson Investment Counsel
Ohio
$39.9M +$38M +3,631,919 New
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$36.6M -$39.6M -3,780,281 -53%
EAM
5
Evanson Asset Management
California
$32.4M +$7.7M +736,083 +33%
Morgan Stanley
6
Morgan Stanley
New York
$21.6M -$1.79M -170,721 -8%
Wells Fargo
7
Wells Fargo
California
$16.4M +$3.92M +374,860 +33%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$13.6M +$1.07M +101,971 +9%
Federated Hermes
9
Federated Hermes
Pennsylvania
$11.2M +$8.89M +849,603 +496%
AFM
10
Anson Funds Management
Texas
$11.2M
LPL Financial
11
LPL Financial
California
$9.64M -$6.3M -602,015 -41%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.96M +$245K +23,430 +3%
FHC
13
Forest Hill Capital
Arkansas
$5.49M
RJFSA
14
Raymond James Financial Services Advisors
Florida
$5.28M +$268K +25,630 +6%
RJA
15
Raymond James & Associates
Florida
$4.54M +$206K +19,646 +5%
LCP
16
Legacy Capital Partners
Wisconsin
$3.63M +$142K +13,596 +4%
B
17
Bailard
California
$3.36M
FRM
18
Fore Research & Management
New York
$3.29M
BFA
19
Beaumont Financial Advisors
Massachusetts
$3.18M -$199K -19,042 -6%
CIC
20
Chase Investment Counsel
Virginia
$3.18M +$89.2K +8,518 +3%
BCA
21
Benchmark Capital Advisors
New York
$3.04M +$34.5K +3,300 +1%
SJIC
22
St. James Investment Company
Texas
$2.78M +$495K +47,280 +23%
BA
23
Bennicas & Associates
California
$2.65M -$50.2K -4,800 -2%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$2.56M -$2.66M -254,333 -52%
PWP
25
Private Wealth Partners
California
$2.56M +$136K +13,000 +6%

PHYS Hedge Fund Activity: Q2 2016 in Review

162 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q2 2016, worth a combined $79.4B — up 3.2% from $77B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PHYS positions and 15 closed out — a net gain of 7 holders — while 37 added to existing stakes and 41 trimmed.

The largest buyer was Johnson Investment Counsel, opening a new position worth an estimated $38M. The largest seller was Polar Asset Management Partners, cutting an estimated $39.6M.

  • 162 institutional investors held Sprott Physical Gold (PHYS) as of Q2 2016, up from 156 in Q1 2016.
  • Funds reported $79.4B of Sprott Physical Gold stock for Q2 2016, up 3.2% quarter-over-quarter.
  • 22 funds opened new Sprott Physical Gold positions in Q2 2016 and 15 closed out, a net change of +7 holders.
  • The largest Sprott Physical Gold buyer in Q2 2016 was Johnson Investment Counsel, an estimated $38M added.
  • The largest Sprott Physical Gold seller in Q2 2016 was Polar Asset Management Partners, an estimated $39.6M sold.

Based on aggregated 13F filings for Q2 2016.