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SII

Sprott

122 hedge funds and large institutions have $242M invested in Sprott in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

21% more funds holding

Funds holding: 101122 (+21)

8% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $1.08M

0.04% more ownership

Funds ownership: 28.21%28.25% (+0.04%)

0% less capital invested

Capital invested by funds: $243M → $242M (-$356K)

25% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 36

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
122
Holders Change
+21
Holders Change %
+20.79%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
27
Reduced
36
Closed
6
Calls
$1.17M
Puts
$1.08M
Net Calls
+$90K
Net Calls Change
+$988K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$411K +$7.82K +225 +2%
Goldman Sachs
52
Goldman Sachs
New York
$398K -$35.2K -1,013 -8%
PWM
53
PRW Wealth Management
Massachusetts
$394K
VWA
54
V Wealth Advisors
Kansas
$347K +$8.69K +250 +2%
KAS
55
Kestra Advisory Services
Texas
$345K -$215K -6,183 -37%
DWM
56
Drive Wealth Management
Utah
$333K +$348K +10,000 New
Boston Partners
57
Boston Partners
Massachusetts
$332K +$346K +9,962 New
Geode Capital Management
58
Geode Capital Management
Massachusetts
$295K +$1.15K +33 +0.4%
PCM
59
Prelude Capital Management
New York
$295K -$84.4K -2,428 -22%
BCIM
60
British Columbia Investment Management
British Columbia, Canada
$294K +$14.6K +421 +5%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$288K +$246K +7,074 +447%
CIBC World Market
62
CIBC World Market
Ontario, Canada
$282K +$295K +8,474 New
C
63
CEDRUS
Colorado
$250K
BCV
64
Banque Cantonale Vaudoise
Switzerland
$249K
PGFC
65
Peapack-Gladstone Financial Corp
New Jersey
$233K
UBS Group
66
UBS Group
Switzerland
$227K +$102K +2,926 +75%
PHS
67
Pekin Hardy Strauss
Illinois
$224K -$20.9K -600 -8%
HighTower Advisors
68
HighTower Advisors
Illinois
$221K -$171K -4,917 -43%
RG
69
Rathbones Group
United Kingdom
$218K
Truist Financial
70
Truist Financial
North Carolina
$217K
TRCT
71
Tower Research Capital (TRC)
New York
$209K +$219K +6,304 New
MC
72
Moors & Cabot
Massachusetts
$207K -$18.4K -530 -8%
BFS
73
Bradley Foster & Sargent
Connecticut
$206K -$1.56K -45 -0.7%
SC
74
Scotia Capital
Ontario, Canada
$202K -$6.95K -200 -3%
Canada Life
75
Canada Life
Manitoba, Canada
$173K +$56.7K +1,630 +46%

SII Hedge Fund Activity: Q4 2022 in Review

122 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sprott (SII) for Q4 2022, worth a combined $242M — down 0.15% from $243M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SII positions and 6 closed out — a net gain of 22 holders — while 27 added to existing stakes and 36 trimmed.

The largest buyer was Waratah Capital Advisors, adding an estimated $1.84M. The largest seller was JP Morgan Chase, cutting an estimated $2.28M.

  • 122 institutional investors held Sprott (SII) as of Q4 2022, up from 101 in Q3 2022.
  • Funds reported $242M of Sprott stock for Q4 2022, down 0.15% quarter-over-quarter.
  • 28 funds opened new Sprott positions in Q4 2022 and 6 closed out, a net change of +22 holders.
  • The largest Sprott buyer in Q4 2022 was Waratah Capital Advisors, an estimated $1.84M added.
  • The largest Sprott seller in Q4 2022 was JP Morgan Chase, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2022.