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Sprott Physical Silver Trust

75 hedge funds and large institutions have $54.7M invested in Sprott Physical Silver Trust in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

3% more funds holding

Funds holding: 7375 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.14% less ownership

Funds ownership: 6.38%6.24% (-0.14%)

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

21% less capital invested

Capital invested by funds: $68.8M → $54.7M (-$14.2M)

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
20
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.8M -$776K -97,794 -5%
JP Morgan Chase
2
JP Morgan Chase
New York
$10.4M +$98.9K +12,457 +0.8%
PG
3
Portola Group
California
$5.45M -$209K -26,300 -3%
SI
4
Sprott Inc
Ontario, Canada
$3.74M +$276K +34,750 +7%
MLIM
5
Mountain Lake Investment Management
Florida
$1.91M +$28.1K +3,536 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.77M +$46.5K +5,860 +2%
CS
7
Credit Suisse
Switzerland
$1.77M -$4.1K -517 -0.2%
LPL Financial
8
LPL Financial
California
$1.68M +$92.5K +11,661 +5%
BA
9
BlackRock Advisors
Delaware
$1.29M
RJA
10
Raymond James & Associates
Florida
$1.11M -$38.8K -4,886 -3%
AC
11
Altus Capital
Ohio
$998K +$86.5K +10,900 +8%
PAG
12
Private Advisor Group
New Jersey
$784K -$4.01K -505 -0.4%
CAN
13
Cetera Advisor Networks
California
$699K -$782K -98,521 -49%
Wells Fargo
14
Wells Fargo
California
$649K +$41.9K +5,282 +6%
Bank of America
15
Bank of America
North Carolina
$463K -$1.11M -140,473 -68%
YP
16
Yellowstone Partners
Idaho
$420K
DAS
17
Dynamic Advisor Solutions
Arizona
$373K -$116K -14,555 -21%
CNB
18
City National Bank
California
$362K
VKH
19
Virtu KCG Holdings
New York
$331K +$382K +48,145 New
NPC
20
National Planning Corporation
California
$318K -$20.2K -2,545 -5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$315K +$15.4K +1,944 +4%
PHS
22
Pekin Hardy Strauss
Illinois
$306K -$1.59K -200 -0.4%
Nomura Holdings
23
Nomura Holdings
Japan
$297K +$145K +18,225 +74%
HighTower Advisors
24
HighTower Advisors
Illinois
$265K -$108K -13,660 -26%
DADC
25
D.A. Davidson & Co
Montana
$258K +$298K +37,516 New

PSLV Hedge Fund Activity: Q3 2014 in Review

75 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Silver Trust (PSLV) for Q3 2014, worth a combined $54.7M — down 21% from $68.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PSLV positions and 3 closed out — a net gain of 2 holders — while 20 added to existing stakes and 23 trimmed.

The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $382K. The largest seller was Bank of America, cutting an estimated $1.11M.

  • 75 institutional investors held Sprott Physical Silver Trust (PSLV) as of Q3 2014, up from 73 in Q2 2014.
  • Funds reported $54.7M of Sprott Physical Silver Trust stock for Q3 2014, down 21% quarter-over-quarter.
  • 5 funds opened new Sprott Physical Silver Trust positions in Q3 2014 and 3 closed out, a net change of +2 holders.
  • The largest Sprott Physical Silver Trust buyer in Q3 2014 was Virtu KCG Holdings, an estimated $382K added.
  • The largest Sprott Physical Silver Trust seller in Q3 2014 was Bank of America, an estimated $1.11M sold.

Based on aggregated 13F filings for Q3 2014.