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GraniteShares Platinum Shares

26 hedge funds and large institutions have $7.32M invested in GraniteShares Platinum Shares in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more capital invested

Capital invested by funds: $2.68M → $7.32M (+$4.64M)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

13% more funds holding

Funds holding: 2326 (+3)

11.19% more ownership

Funds ownership: 7.51%18.7% (+11%)

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$2.74M +$2M +224,324 +376%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$977K +$888K +99,771 New
LWL
3
Leo Wealth LLC
Texas
$655K +$604K +67,832 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$500K +$461K +51,852 New
LPL Financial
5
LPL Financial
California
$375K +$85.1K +9,558 +33%
CAN
6
Cetera Advisor Networks
California
$293K +$1.64K +184 +0.6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$274K +$3.58K +402 +1%
TFCP
8
Twin Focus Capital Partners
Massachusetts
$251K
LTI
9
Laffer Tengler Investments
Tennessee
$202K -$2.25K -253 -1%
VCWA
10
Vanguard Capital Wealth Advisors
Colorado
$167K +$154K +17,300 New
IWM
11
IHT Wealth Management
Illinois
$152K +$3.9K +438 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$132K -$23K -2,582 -16%
VF
13
Virtu Financial
New York
$126K +$116K +13,052 New
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$110K
VH
15
Visionary Horizons
Tennessee
$106K +$97.9K +11,000 New
PA
16
PFG Advisors
Arizona
$103K
Mariner
17
Mariner
Kansas
$102K
UBS Group
18
UBS Group
Switzerland
$21.6K +$11.8K +1,331 +147%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$15K
PFBT
20
Parkside Financial Bank & Trust
Missouri
$9.39K
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.83K
ASN
22
Advisory Services Network
Georgia
$2.9K -$89K -10,000 -97%
GBT
23
Grove Bank & Trust
Florida
$2.29K
SWC
24
Spectrum Wealth Counsel
Indiana
$1.15K +$1.06K +119 New
Morgan Stanley
25
Morgan Stanley
New York
$734 -$1.46K -164 -68%

PLTM Hedge Fund Activity: Q4 2023 in Review

26 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Platinum Shares (PLTM) for Q4 2023, worth a combined $7.32M — up 173% from $2.68M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PLTM positions and 4 closed out — a net gain of 3 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $2M. The largest seller was PCG Wealth Advisors, exiting entirely with an estimated $164K sold.

  • 26 institutional investors held GraniteShares Platinum Shares (PLTM) as of Q4 2023, up from 23 in Q3 2023.
  • Funds reported $7.32M of GraniteShares Platinum Shares stock for Q4 2023, up 173% quarter-over-quarter.
  • 7 funds opened new GraniteShares Platinum Shares positions in Q4 2023 and 4 closed out, a net change of +3 holders.
  • The largest GraniteShares Platinum Shares buyer in Q4 2023 was Jane Street, an estimated $2M added.
  • The largest GraniteShares Platinum Shares seller in Q4 2023 was PCG Wealth Advisors, an estimated $164K sold.

Based on aggregated 13F filings for Q4 2023.