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Sprott Physical Gold

223 hedge funds and large institutions have $678M invested in Sprott Physical Gold in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

76% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 37

41% more capital invested

Capital invested by funds: $482M → $678M (+$196M)

10% more funds holding

Funds holding: 202223 (+21)

6.24% more ownership

Funds ownership: 19.96%26.2% (+6.2%)

Holders
223
Holders Change
+21
Holders Change %
+10.4%
% of All Funds
4.91%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.35%
New
42
Increased
65
Reduced
37
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1
Evanson Asset Management
California
$73M +$1.88M +148,056 +3%
PAMP
2
Polar Asset Management Partners
Ontario, Canada
$65.1M +$9.02M +709,306 +17%
PAG
3
Private Advisor Group
New Jersey
$62.8M +$45.1M +3,541,436 +284%
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.3M +$1.59M +125,109 +3%
PHS
5
Pekin Hardy Strauss
Illinois
$46.5M +$6.65M +522,491 +17%
Morgan Stanley
6
Morgan Stanley
New York
$35.2M +$2.15M +168,671 +7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$23.9M +$3.94M +309,840 +21%
BFM
8
Boothbay Fund Management
New York
$21M +$20.4M +1,601,344 New
FHC
9
Forest Hill Capital
Arkansas
$19.4M
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$19M +$2.53M +198,996 +16%
Wells Fargo
11
Wells Fargo
California
$15.3M -$2.49M -195,599 -14%
F
12
Filament
Washington
$11.3M +$1.23M +96,941 +13%
AA
13
Auxano Advisors
Washington
$9.77M +$9.47M +744,269 New
CWA
14
Capital Wealth Alliance
Arizona
$9.33M +$44.8K +3,525 +0.5%
CC
15
Cannell & Co
New York
$9.24M +$8.96M +704,190 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.74M +$7.18M +564,367 +555%
TNA
17
True North Advisors
Texas
$7.86M -$1.23M -97,035 -14%
LWS
18
Lucia Wealth Services
California
$7.83M +$2.54M +199,457 +50%
BPA
19
Beacon Pointe Advisors
California
$7.76M +$6.61M +519,229 +726%
SPA
20
Sentinel Pension Advisors
Massachusetts
$7.48M +$7.26M +570,359 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$6.84M +$972K +76,373 +17%
QP
22
Quilter Plc
United Kingdom
$6.4M +$904K +71,070 +17%
SDWIA
23
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.32M -$740K -58,180 -11%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$6.04M +$5.86M +460,500 New
TC
25
Telemus Capital
Michigan
$6.04M +$5.53M +434,522 New

PHYS Hedge Fund Activity: Q1 2020 in Review

223 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q1 2020, worth a combined $678M — up 41% from $482M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PHYS positions and 17 closed out — a net gain of 25 holders — while 65 added to existing stakes and 37 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $45.1M. The largest seller was OTA Financial Group, exiting entirely with an estimated $3.57M sold.

  • 223 institutional investors held Sprott Physical Gold (PHYS) as of Q1 2020, up from 202 in Q4 2019.
  • Funds reported $678M of Sprott Physical Gold stock for Q1 2020, up 41% quarter-over-quarter.
  • 42 funds opened new Sprott Physical Gold positions in Q1 2020 and 17 closed out, a net change of +25 holders.
  • The largest Sprott Physical Gold buyer in Q1 2020 was Private Advisor Group, an estimated $45.1M added.
  • The largest Sprott Physical Gold seller in Q1 2020 was OTA Financial Group, an estimated $3.57M sold.

Based on aggregated 13F filings for Q1 2020.