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Sprott Physical Gold

378 hedge funds and large institutions have $1.7B invested in Sprott Physical Gold in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 122 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 22

67% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 73

17% more capital invested

Capital invested by funds: $1.45B → $1.7B (+$250M)

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

7% more funds holding

Funds holding: 354378 (+24)

0.24% less ownership

Funds ownership: 29.4%29.16% (-0.24%)

Holders
378
Holders Change
+24
Holders Change %
+6.78%
% of All Funds
5.96%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
50
Increased
122
Reduced
73
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1
Evanson Asset Management
California
$110M -$905K -61,035 -0.8%
CTC
2
Central Trust Company
Missouri
$106M +$3.81M +256,780 +4%
PAG
3
Private Advisor Group
New Jersey
$101M -$12.1M -813,466 -11%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$94.1M +$21M +1,413,756 +30%
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$91.9M
JAM
6
Jupiter Asset Management
United Kingdom
$88M -$9.64M -649,772 -10%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.7M -$6.82M -460,128 -9%
Morgan Stanley
8
Morgan Stanley
New York
$71.4M +$6.04M +407,451 +10%
PHS
9
Pekin Hardy Strauss
Illinois
$56.8M +$3.48M +234,632 +7%
SAS
10
SMI Advisory Services
Indiana
$40.5M +$39.1M +2,633,570 New
Wells Fargo
11
Wells Fargo
California
$30.5M +$3.48M +234,585 +13%
SC
12
SouthState Corp
Florida
$28.3M +$1.06M +71,553 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$24M +$855K +57,633 +4%
II
14
Inspire Investing
Idaho
$23.1M +$22.3M +1,503,528 New
FHC
15
Forest Hill Capital
Arkansas
$22.3M
LNWTC
16
Laird Norton Wetherby Trust Company
Washington
$18.9M +$303K +20,412 +2%
MAM
17
Monaco Asset Management
Monaco
$18.4M +$17.7M +1,196,000 New
BW
18
Basepoint Wealth
Iowa
$18.4M +$460K +31,029 +3%
HCM
19
Howland Capital Management
Massachusetts
$16.8M +$2.51M +169,531 +18%
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$15.4M +$3.9M +262,653 +35%
LPL Financial
21
LPL Financial
California
$15.4M +$5.36M +361,093 +56%
BPA
22
Beacon Pointe Advisors
California
$14.8M +$2.52M +170,017 +22%
AA
23
Auxano Advisors
Washington
$14.4M +$683K +46,064 +5%
CC
24
Cannell & Co
New York
$13.9M +$593K +40,000 +5%
BA
25
Bridge Advisory
California
$13.8M +$2.08M +140,076 +18%

PHYS Hedge Fund Activity: Q1 2022 in Review

378 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q1 2022, worth a combined $1.7B — up 17% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new PHYS positions and 22 closed out — a net gain of 28 holders — while 122 added to existing stakes and 73 trimmed.

The largest buyer was SMI Advisory Services, opening a new position worth an estimated $39.1M. The largest seller was Private Advisor Group, cutting an estimated $12.1M.

  • 378 institutional investors held Sprott Physical Gold (PHYS) as of Q1 2022, up from 354 in Q4 2021.
  • Funds reported $1.7B of Sprott Physical Gold stock for Q1 2022, up 17% quarter-over-quarter.
  • 50 funds opened new Sprott Physical Gold positions in Q1 2022 and 22 closed out, a net change of +28 holders.
  • The largest Sprott Physical Gold buyer in Q1 2022 was SMI Advisory Services, an estimated $39.1M added.
  • The largest Sprott Physical Gold seller in Q1 2022 was Private Advisor Group, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2022.