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abrdn Physical Gold Shares ETF

78 hedge funds and large institutions have $293M invested in abrdn Physical Gold Shares ETF in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 8 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $5M | Put options by funds: $2.15M

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

1% more funds holding

Funds holding: 7778 (+1)

14% less capital invested

Capital invested by funds: $340M → $293M (-$47.1M)

17.86% less ownership

Funds ownership: 333.45%315.6% (-18%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

69% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 26

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
8
Reduced
26
Closed
13
Calls
$5M
Puts
$2.15M
Net Calls
+$2.85M
Net Calls Change
+$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
BlackRock Advisors
Delaware
$167M -$9.34M -793,650 -5%
BG
2
BlackRock Group
United Kingdom
$37.1M
UBS Group
3
UBS Group
Switzerland
$10.8M +$11M +934,250 New
LA
4
Lau Associates
Delaware
$9.9M -$1.24M -105,030 -11%
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$9.24M
BIM
6
BlackRock Investment Management
Delaware
$6.51M
JP Morgan Chase
7
JP Morgan Chase
New York
$5.41M +$36.4K +3,090 +0.7%
Morgan Stanley
8
Morgan Stanley
New York
$4.53M -$1.85M -157,000 -29%
ACM
9
Avalon Capital Management
California
$3.01M +$3.06M +260,080 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.88M -$802K -68,120 -21%
M&T Bank
11
M&T Bank
New York
$2.72M
Bank of America
12
Bank of America
North Carolina
$2.72M -$2.11M -179,180 -43%
CWM
13
Concert Wealth Management
California
$2.58M +$2.62M +222,800 New
BlackRock
14
BlackRock
New York
$2.32M
VF
15
Virtu Financial
New York
$1.96M +$1.99M +169,480 New
AMM
16
American Money Management
California
$1.96M -$254K -21,610 -11%
NCM
17
Narwhal Capital Management
Georgia
$1.8M -$112K -9,500 -6%
LPL Financial
18
LPL Financial
California
$1.6M +$148K +12,590 +10%
BIT
19
BlackRock Institutional Trust
California
$1.54M
Wells Fargo
20
Wells Fargo
California
$1.48M +$369K +31,320 +32%
SF
21
Synovus Financial
Georgia
$1.16M
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.11M -$1.46M -124,400 -56%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$919K +$12.4K +1,050 +1%
PHS
24
Pekin Hardy Strauss
Illinois
$731K -$41.2K -3,500 -5%
UMA
25
USA Mutuals Advisors
Texas
$695K

SGOL Hedge Fund Activity: Q4 2014 in Review

78 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q4 2014, worth a combined $293M — down 14% from $340M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SGOL positions and 13 closed out — a net gain of 3 holders — while 8 added to existing stakes and 26 trimmed.

The largest buyer was Avalon Capital Management, opening a new position worth an estimated $3.06M. The largest seller was Jabodon PT Co, exiting entirely with an estimated $26.8M sold.

  • 78 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q4 2014, up from 77 in Q3 2014.
  • Funds reported $293M of abrdn Physical Gold Shares ETF stock for Q4 2014, down 14% quarter-over-quarter.
  • 16 funds opened new abrdn Physical Gold Shares ETF positions in Q4 2014 and 13 closed out, a net change of +3 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q4 2014 was Avalon Capital Management, an estimated $3.06M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q4 2014 was Jabodon PT Co, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2014.