Sprott Physical Gold
PHYS
467 hedge funds and large institutions have $2.38B invested in Sprott Physical Gold in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 131 increasing their positions, 122 reducing their positions, and 21 closing their positions.
176% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 21
8% more funds holding
Funds holding: 433 → 467 (+34)
7% more funds holding in top 10
Funds holding in top 10: 29 → 31 (+2)
7% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 122
6% less capital inflows, than outflows
Capital inflows: $146M | Capital outflows: $155M
1.06% less ownership
Funds ownership: 29.48% → 28.42% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthcare Capital Management
Richmond,
Virginia
|
+$33.9M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
+$13M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$9.5M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.39M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$5.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Simplicity Wealth
Summit,
New Jersey
|
-$72.5M |
| 2 |
Morgan Stanley
New York
|
-$25.8M |
| 3 |
Bleakley Financial Group
Fairfield,
New Jersey
|
-$14.6M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.87M |
| 5 |
Jane Street
New York
|
-$5.18M |
PHYS Hedge Fund Activity: Q3 2024 in Review
467 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Gold (PHYS) for Q3 2024, worth a combined $2.38B — up 12% from $2.12B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new PHYS positions and 21 closed out — a net gain of 37 holders — while 131 added to existing stakes and 122 trimmed.
The largest buyer was Wealthcare Capital Management, opening a new position worth an estimated $33.9M. The largest seller was Simplicity Wealth, cutting an estimated $72.5M.
- 467 institutional investors held Sprott Physical Gold (PHYS) as of Q3 2024, up from 433 in Q2 2024.
- Funds reported $2.38B of Sprott Physical Gold stock for Q3 2024, up 12% quarter-over-quarter.
- 58 funds opened new Sprott Physical Gold positions in Q3 2024 and 21 closed out, a net change of +37 holders.
- The largest Sprott Physical Gold buyer in Q3 2024 was Wealthcare Capital Management, an estimated $33.9M added.
- The largest Sprott Physical Gold seller in Q3 2024 was Simplicity Wealth, an estimated $72.5M sold.
Based on aggregated 13F filings for Q3 2024.