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Sprott Physical Gold

163 hedge funds and large institutions have $79.2B invested in Sprott Physical Gold in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 27

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1% more funds holding

Funds holding: 162163 (+1)

0% less capital invested

Capital invested by funds: $79.4B → $79.2B (-$218M)

0.96% less ownership

Funds ownership: 15.67%14.7% (-0.96%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
163
Holders Change
+1
Holders Change %
+0.62%
% of All Funds
4.35%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
13
Increased
52
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAC
1
Smith Affiliated Capital
New York
$78.9B
PHS
2
Pekin Hardy Strauss
Illinois
$53.6M +$486K +43,960 +0.9%
JIC
3
Johnson Investment Counsel
Ohio
$39.9M +$154K +13,902 +0.4%
EAM
4
Evanson Asset Management
California
$33.8M +$1.55M +140,257 +5%
Morgan Stanley
5
Morgan Stanley
New York
$19.9M -$1.74M -157,312 -8%
Wells Fargo
6
Wells Fargo
California
$16.8M +$374K +33,773 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$13.2M -$364K -32,859 -3%
FIM
8
Frontier Investment Management
Texas
$12.8M
PAMP
9
Polar Asset Management Partners
Ontario, Canada
$11.4M -$25.3M -2,285,822 -69%
AFM
10
Anson Funds Management
Texas
$11.1M
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.1M +$1.13M +101,889 +12%
LPL Financial
12
LPL Financial
California
$9.18M +$332K +29,992 +4%
FHC
13
Forest Hill Capital
Arkansas
$6.57M +$1.11M +100,000 +20%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$5.37M +$108K +9,717 +2%
RJA
15
Raymond James & Associates
Florida
$4.8M +$280K +25,295 +6%
Federated Hermes
16
Federated Hermes
Pennsylvania
$4.19M -$7.06M -638,385 -63%
LCP
17
Legacy Capital Partners
Wisconsin
$3.65M +$34.7K +3,133 +0.9%
CIA
18
Choate Investment Advisors
Massachusetts
$3.46M +$3.49M +315,707 New
B
19
Bailard
California
$3.35M
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$3.32M +$780K +70,473 +30%
BFA
21
Beaumont Financial Advisors
Massachusetts
$3.31M +$137K +12,362 +4%
FRM
22
Fore Research & Management
New York
$3.29M
CIC
23
Chase Investment Counsel
Virginia
$3.17M
BCA
24
Benchmark Capital Advisors
New York
$3.03M
PWP
25
Private Wealth Partners
California
$2.66M +$114K +10,300 +4%

PHYS Hedge Fund Activity: Q3 2016 in Review

163 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q3 2016, worth a combined $79.2B — down 0.27% from $79.4B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PHYS positions and 11 closed out — a net gain of 2 holders — while 52 added to existing stakes and 27 trimmed.

The largest buyer was Choate Investment Advisors, opening a new position worth an estimated $3.49M. The largest seller was Polar Asset Management Partners, cutting an estimated $25.3M.

  • 163 institutional investors held Sprott Physical Gold (PHYS) as of Q3 2016, up from 162 in Q2 2016.
  • Funds reported $79.2B of Sprott Physical Gold stock for Q3 2016, down 0.27% quarter-over-quarter.
  • 13 funds opened new Sprott Physical Gold positions in Q3 2016 and 11 closed out, a net change of +2 holders.
  • The largest Sprott Physical Gold buyer in Q3 2016 was Choate Investment Advisors, an estimated $3.49M added.
  • The largest Sprott Physical Gold seller in Q3 2016 was Polar Asset Management Partners, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2016.