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SPPP

Sprott Physical Platinum and Palladium Trust
SPPP

52 hedge funds and large institutions have $19.4M invested in Sprott Physical Platinum and Palladium Trust in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

6% more funds holding

Funds holding: 49 → 52 (+3)

0.52% less ownership

Funds ownership: 16.87% → 16.36% (-0.52%)

12% less capital invested

Capital invested by funds: $22M → $19.4M (-$2.59M)

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$755K
2
Stifel Financial
Stifel Financial
Missouri
+$251K
3
AAS
Ameritas Advisory Services
Nebraska
+$217K
4
LCC
Lincoln Capital Corp
Rhode Island
+$189K
5
AA
Ancora Advisors
Ohio
+$107K

Top Sellers

1
Jane Street
Jane Street
New York
-$765K
2
WP
WMS Partners
Maryland
-$403K
3
BONST
Bank of Nova Scotia Trust
Ontario, Canada
-$272K
4
RJA
Raymond James & Associates
Florida
-$262K
5
LPL Financial
LPL Financial
California
-$62.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
26
Main Street Financial Solutions
Pennsylvania
$176K +$5.04K +400 +3%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$145K -$16.8K -1,330 -10%
Osaic Holdings
28
Osaic Holdings
Arizona
$130K -$24.3K -1,926 -15%
HA
29
HC Advisors
Georgia
$128K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$107K +$6.3K +500 +6%
AA
31
Ancora Advisors
Ohio
$104K +$107K +8,500 New
HCM
32
Hollencrest Capital Management
California
$40.8K – – –
Toronto Dominion Bank
33
Toronto Dominion Bank
Ontario, Canada
$27K +$3.14K +249 +12%
JP Morgan Chase
34
JP Morgan Chase
New York
$27K +$27.4K +2,173 New
IA
35
IFP Advisors
Florida
$25.8K -$50.4K -4,000 -57%
AI
36
AXS Investments
New York
$23.9K +$22.9K +1,815 New
UBS Group
37
UBS Group
Switzerland
$23.2K +$24K +1,901 New
TWA
38
TCI Wealth Advisors
Arizona
$21.4K – – –
CT
39
Caldwell Trust
Florida
$20K – – –
ASN
40
Advisory Services Network
Georgia
$12.9K – – –
BWP
41
Baldwin Wealth Partners
Massachusetts
$12.2K – – –
CFB
42
Cullen/Frost Bankers
Texas
$12.2K – – –
TLCM
43
Twin Lakes Capital Management
California
$12.2K – – –
TWC
44
TD Waterhouse Canada
Ontario, Canada
$12.2K – – –
TWM
45
Tradition Wealth Management
Minnesota
$9K – – –
IAIM
46
International Assets Investment Management
Florida
$6.11K +$6.3K +500 New
BAM
47
Belpointe Asset Management
Nevada
$3.24K – – –
TRCT
48
Tower Research Capital (TRC)
New York
$2K +$2.23K +177 New
GWM
49
Geneos Wealth Management
Colorado
$1.83K – – –
PA
50
Parallel Advisors
California
$1.53K – – –
1
2
3

SPPP Hedge Fund Activity: Q1 2023 in Review

52 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sprott Physical Platinum and Palladium Trust (SPPP) for Q1 2023, worth a combined $19.4M — down 12% from $22M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPPP positions and 3 closed out — a net gain of 4 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $755K. The largest seller was Jane Street, cutting an estimated $765K.

  • 52 institutional investors held Sprott Physical Platinum and Palladium Trust (SPPP) as of Q1 2023, up from 49 in Q4 2022.
  • Funds reported $19.4M of Sprott Physical Platinum and Palladium Trust stock for Q1 2023, down 12% quarter-over-quarter.
  • 7 funds opened new Sprott Physical Platinum and Palladium Trust positions in Q1 2023 and 3 closed out, a net change of +4 holders.
  • The largest Sprott Physical Platinum and Palladium Trust buyer in Q1 2023 was Envestnet Asset Management, an estimated $755K added.
  • The largest Sprott Physical Platinum and Palladium Trust seller in Q1 2023 was Jane Street, an estimated $765K sold.

Based on aggregated 13F filings for Q1 2023.