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Sprott Physical Silver Trust

76 hedge funds and large institutions have $91M invested in Sprott Physical Silver Trust in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.22% less ownership

Funds ownership: 7.98%6.76% (-1.2%)

6% less funds holding

Funds holding: 8176 (-5)

20% less capital invested

Capital invested by funds: $114M → $91M (-$22.8M)

25% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 24

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
76
Holders Change
-5
Holders Change %
-6.17%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
8
Increased
18
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAC
1
Smith Affiliated Capital
New York
$23.5M
Morgan Stanley
2
Morgan Stanley
New York
$16.4M +$5.73M +698,951 +50%
JP Morgan Chase
3
JP Morgan Chase
New York
$11.7M -$379K -46,279 -3%
SI
4
Sprott Inc
Ontario, Canada
$7.01M -$481K -58,650 -6%
PG
5
Portola Group
California
$6.61M -$2.86M -348,600 -29%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.42M -$75.7K -9,242 -3%
MLIM
7
Mountain Lake Investment Management
Florida
$2.15M
CS
8
Credit Suisse
Switzerland
$1.97M +$2.06M +250,907 New
LPL Financial
9
LPL Financial
California
$1.87M -$492K -60,078 -20%
BA
10
BlackRock Advisors
Delaware
$1.47M
CAN
11
Cetera Advisor Networks
California
$1.45M +$92.5K +11,293 +7%
RJA
12
Raymond James & Associates
Florida
$1.3M +$49.6K +6,048 +4%
AC
13
Altus Capital
Ohio
$1.05M -$1.74M -211,750 -61%
PAG
14
Private Advisor Group
New Jersey
$950K +$993K +121,141 New
HighTower Advisors
15
HighTower Advisors
Illinois
$756K +$416K +50,760 +111%
Wells Fargo
16
Wells Fargo
California
$682K +$105K +12,800 +17%
DAS
17
Dynamic Advisor Solutions
Arizona
$554K -$25K -3,051 -4%
YP
18
Yellowstone Partners
Idaho
$494K +$180K +22,000 +54%
Bank of America
19
Bank of America
North Carolina
$473K -$7.33K -895 -1%
NPC
20
National Planning Corporation
California
$409K -$14.4K -1,759 -3%
Barclays
21
Barclays
United Kingdom
$406K
OC
22
Oppenheimer & Co
New York
$390K +$73.7K +9,000 +22%
PHS
23
Pekin Hardy Strauss
Illinois
$369K -$1.47M -179,980 -79%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$334K +$67.2K +8,205 +24%
VKH
25
Virtu KCG Holdings
New York
$331K +$205K +25,069 +146%

PSLV Hedge Fund Activity: Q1 2014 in Review

76 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Silver Trust (PSLV) for Q1 2014, worth a combined $91M — down 20% from $114M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PSLV and 8 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 18 added.

The largest buyer was Morgan Stanley, adding an estimated $5.73M. The largest seller was Goldman Sachs, cutting an estimated $6.41M.

  • 76 institutional investors held Sprott Physical Silver Trust (PSLV) as of Q1 2014, down from 81 in Q4 2013.
  • Funds reported $91M of Sprott Physical Silver Trust stock for Q1 2014, down 20% quarter-over-quarter.
  • 8 funds opened new Sprott Physical Silver Trust positions in Q1 2014 and 13 closed out, a net change of -5 holders.
  • The largest Sprott Physical Silver Trust buyer in Q1 2014 was Morgan Stanley, an estimated $5.73M added.
  • The largest Sprott Physical Silver Trust seller in Q1 2014 was Goldman Sachs, an estimated $6.41M sold.

Based on aggregated 13F filings for Q1 2014.