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abrdn Physical Gold Shares ETF

77 hedge funds and large institutions have $340M invested in abrdn Physical Gold Shares ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $3.5M | Put options by funds: $2.75M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.14% less ownership

Funds ownership: 336.59%333.45% (-3.1%)

6% less funds holding

Funds holding: 8277 (-5)

9% less capital invested

Capital invested by funds: $375M → $340M (-$35.6M)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

56% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 27

Holders
77
Holders Change
-5
Holders Change %
-6.1%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
12
Reduced
27
Closed
13
Calls
$3.5M
Puts
$2.75M
Net Calls
+$746K
Net Calls Change
+$576K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
BlackRock Advisors
Delaware
$180M -$7.7M -612,140 -4%
BG
2
BlackRock Group
United Kingdom
$37.9M
JPC
3
Jabodon PT Co
Nevada
$26.8M
LA
4
Lau Associates
Delaware
$11.4M -$80.5K -6,400 -0.7%
U
5
UBS
Switzerland
$10.6M -$145K -11,510 -1%
Mitsubishi UFJ Trust & Banking
6
Mitsubishi UFJ Trust & Banking
Japan
$9.24M +$9.81M +780,000 New
BIM
7
BlackRock Investment Management
Delaware
$6.66M
Morgan Stanley
8
Morgan Stanley
New York
$6.49M -$569K -45,290 -8%
JP Morgan Chase
9
JP Morgan Chase
New York
$5.5M +$35.6K +2,830 +0.6%
Bank of America
10
Bank of America
North Carolina
$4.91M -$569K -45,300 -10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.75M +$20.7K +1,650 +0.5%
M&T Bank
12
M&T Bank
New York
$2.79M +$2.96M +235,100 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.61M +$2.45M +195,210 +781%
Deutsche Bank
14
Deutsche Bank
Germany
$2.6M +$1.93M +153,900 +234%
BlackRock
15
BlackRock
New York
$2.37M
AMM
16
American Money Management
California
$2.26M -$23.9K -1,900 -1%
NCM
17
Narwhal Capital Management
Georgia
$1.95M
BIT
18
BlackRock Institutional Trust
California
$1.58M
LPL Financial
19
LPL Financial
California
$1.5M -$157K -12,480 -9%
SF
20
Synovus Financial
Georgia
$1.18M
Wells Fargo
21
Wells Fargo
California
$1.14M +$316K +25,110 +35%
JT
22
Jump Trading
Illinois
$1.01M -$1.39M -110,330 -56%
TH
23
Timber Hill
Connecticut
$938K -$200K -15,910 -17%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$928K +$155K +12,300 +19%
PHS
25
Pekin Hardy Strauss
Illinois
$789K

SGOL Hedge Fund Activity: Q3 2014 in Review

77 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q3 2014, worth a combined $340M — down 9.5% from $375M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SGOL and 8 opened new positions — a net loss of 5 holders — while 27 trimmed existing stakes and 12 added.

The largest buyer was Mitsubishi UFJ Trust & Banking, opening a new position worth an estimated $9.81M. The largest seller was BlackRock Advisors, cutting an estimated $7.7M.

  • 77 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q3 2014, down from 82 in Q2 2014.
  • Funds reported $340M of abrdn Physical Gold Shares ETF stock for Q3 2014, down 9.5% quarter-over-quarter.
  • 8 funds opened new abrdn Physical Gold Shares ETF positions in Q3 2014 and 13 closed out, a net change of -5 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q3 2014 was Mitsubishi UFJ Trust & Banking, an estimated $9.81M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q3 2014 was BlackRock Advisors, an estimated $7.7M sold.

Based on aggregated 13F filings for Q3 2014.