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Sprott Physical Gold

260 hedge funds and large institutions have $986M invested in Sprott Physical Gold in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 94 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 29

185% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 20

46% more capital invested

Capital invested by funds: $678M → $986M (+$308M)

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

17% more funds holding

Funds holding: 223260 (+37)

8.19% more ownership

Funds ownership: 26.2%34.39% (+8.2%)

Holders
260
Holders Change
+37
Holders Change %
+16.59%
% of All Funds
5.33%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.39%
New
57
Increased
94
Reduced
29
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1
Private Advisor Group
New Jersey
$113M +$42.9M +3,111,860 +65%
EAM
2
Evanson Asset Management
California
$84.5M +$4.75M +344,146 +6%
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$79.1M +$7.8M +565,730 +11%
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60M +$4.63M +335,765 +9%
PHS
5
Pekin Hardy Strauss
Illinois
$53.1M +$2.33M +169,329 +5%
Morgan Stanley
6
Morgan Stanley
New York
$51.8M +$12.9M +935,960 +35%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$38.6M +$12.1M +879,804 +48%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$36.2M +$28.5M +2,069,250 +449%
JIM
9
Jupiter Investment Management
United Kingdom
$29M +$27.9M +2,026,538 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$28.7M +$7.76M +562,811 +39%
Wells Fargo
11
Wells Fargo
California
$23.1M +$6.19M +448,768 +39%
FHC
12
Forest Hill Capital
Arkansas
$21.2M
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$15.3M +$5.56M +403,113 +61%
SPA
14
Sentinel Pension Advisors
Massachusetts
$13.5M +$5.13M +371,748 +65%
AA
15
Auxano Advisors
Washington
$10.9M +$233K +16,883 +2%
CC
16
Cannell & Co
New York
$10.1M
PPW
17
Pasadena Private Wealth
California
$10.1M +$9.69M +702,631 New
BPA
18
Beacon Pointe Advisors
California
$9.78M +$1.29M +93,278 +16%
CWA
19
Capital Wealth Alliance
Arizona
$9.75M -$416K -30,175 -4%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$8.7M +$6.87M +498,131 +453%
HighTower Advisors
21
HighTower Advisors
Illinois
$8.63M +$6.96M +504,598 +512%
QP
22
Quilter Plc
United Kingdom
$8.59M +$1.54M +111,593 +23%
RJA
23
Raymond James & Associates
Florida
$8.06M +$2.06M +149,683 +36%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$7.45M -$19.9K -1,444 -0.3%
BFA
25
Beaumont Financial Advisors
Massachusetts
$7.29M +$5.51M +399,813 +366%

PHYS Hedge Fund Activity: Q2 2020 in Review

260 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q2 2020, worth a combined $986M — up 46% from $678M a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new PHYS positions and 20 closed out — a net gain of 37 holders — while 94 added to existing stakes and 29 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $42.9M. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $21M sold.

  • 260 institutional investors held Sprott Physical Gold (PHYS) as of Q2 2020, up from 223 in Q1 2020.
  • Funds reported $986M of Sprott Physical Gold stock for Q2 2020, up 46% quarter-over-quarter.
  • 57 funds opened new Sprott Physical Gold positions in Q2 2020 and 20 closed out, a net change of +37 holders.
  • The largest Sprott Physical Gold buyer in Q2 2020 was Private Advisor Group, an estimated $42.9M added.
  • The largest Sprott Physical Gold seller in Q2 2020 was Boothbay Fund Management, an estimated $21M sold.

Based on aggregated 13F filings for Q2 2020.