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SPPP

Sprott Physical Platinum and Palladium Trust
SPPP

49 hedge funds and large institutions have $22M invested in Sprott Physical Platinum and Palladium Trust in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

7% more funds holding

Funds holding: 46 → 49 (+3)

2.85% less ownership

Funds ownership: 19.72% → 16.87% (-2.8%)

21% less capital invested

Capital invested by funds: $27.7M → $22M (-$5.75M)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
10
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
WMS Partners
Maryland
+$411K
2
TAM
Tocqueville Asset Management
New York
+$209K
3
IWM
IHT Wealth Management
Illinois
+$118K
4
LPL Financial
LPL Financial
California
+$106K
5
Stifel Financial
Stifel Financial
Missouri
+$74.9K

Top Sellers

1
BFM
Boothbay Fund Management
New York
-$4.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$641K
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$114K
4
HA
HC Advisors
Georgia
-$97.3K
5
VC
Veracity Capital
Georgia
-$61.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$193K -$57.2K -4,111 -23%
MSFS
27
Main Street Financial Solutions
Pennsylvania
$191K -$1.25K -90 -0.6%
US Bancorp
28
US Bancorp
Minnesota
$185K – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$180K +$11.5K +829 +7%
Osaic Holdings
30
Osaic Holdings
Arizona
$170K +$12.9K +925 +8%
HA
31
HC Advisors
Georgia
$142K -$97.3K -7,000 -40%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$113K -$26.2K -1,881 -18%
IA
33
IFP Advisors
Florida
$61K +$6.95K +500 +8%
HCM
34
Hollencrest Capital Management
California
$45.5K +$46.4K +3,340 New
Toronto Dominion Bank
35
Toronto Dominion Bank
Ontario, Canada
$27K -$2.67K -192 -9%
TWA
36
TCI Wealth Advisors
Arizona
$23.8K – – –
CT
37
Caldwell Trust
Florida
$22.3K – – –
ASN
38
Advisory Services Network
Georgia
$14.3K +$14.7K +1,054 New
AWM
39
Align Wealth Management
Oklahoma
$14.3K +$13.9K +1,000 New
BWP
40
Baldwin Wealth Partners
Massachusetts
$13.6K – – –
CFB
41
Cullen/Frost Bankers
Texas
$13.6K – – –
TLCM
42
Twin Lakes Capital Management
California
$13.6K – – –
TWC
43
TD Waterhouse Canada
Ontario, Canada
$13.4K +$13.9K +1,000 New
TWM
44
Tradition Wealth Management
Minnesota
$10K – – –
BAM
45
Belpointe Asset Management
Nevada
$3.61K +$3.68K +265 New
GWM
46
Geneos Wealth Management
Colorado
$2.04K – – –
PA
47
Parallel Advisors
California
$1.7K – – –
BWM
48
Baystate Wealth Management
Massachusetts
$1K – – –
WAM
49
Wolverine Asset Management
Illinois
$13 +$14 +1 New
Citadel Advisors
50
Citadel Advisors
Florida
– -$641K -44,828 Closed
1
2
3

SPPP Hedge Fund Activity: Q4 2022 in Review

49 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Platinum and Palladium Trust (SPPP) for Q4 2022, worth a combined $22M — down 21% from $27.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SPPP positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 16 trimmed.

The largest buyer was WMS Partners, opening a new position worth an estimated $411K. The largest seller was Boothbay Fund Management, cutting an estimated $4.5M.

  • 49 institutional investors held Sprott Physical Platinum and Palladium Trust (SPPP) as of Q4 2022, up from 46 in Q3 2022.
  • Funds reported $22M of Sprott Physical Platinum and Palladium Trust stock for Q4 2022, down 21% quarter-over-quarter.
  • 8 funds opened new Sprott Physical Platinum and Palladium Trust positions in Q4 2022 and 5 closed out, a net change of +3 holders.
  • The largest Sprott Physical Platinum and Palladium Trust buyer in Q4 2022 was WMS Partners, an estimated $411K added.
  • The largest Sprott Physical Platinum and Palladium Trust seller in Q4 2022 was Boothbay Fund Management, an estimated $4.5M sold.

Based on aggregated 13F filings for Q4 2022.