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Vista Gold

30 hedge funds and large institutions have $11.5M invested in Vista Gold in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

0.57% more ownership

Funds ownership: 22.45%23.03% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 3230 (-2)

25% less capital invested

Capital invested by funds: $15.5M → $11.5M (-$3.92M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
7
Reduced
3
Closed
6
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
SVG
1
Sun Valley Gold
Idaho
$9.38M
LC
2
Loews Corp
New York
$1.61M
Bank of America
3
Bank of America
North Carolina
$329K +$367K +653,123 +43,542%
Wells Fargo
4
Wells Fargo
California
$48K
Morgan Stanley
5
Morgan Stanley
New York
$42K -$4.73K -8,421 -9%
Goldman Sachs
6
Goldman Sachs
New York
$25K +$135 +241 +0.5%
DBIA
7
Dumont & Blake Investment Advisors
New Jersey
$18K
Citadel Advisors
8
Citadel Advisors
Florida
$12K +$2.95K +5,256 +29%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11K
LCP
10
Legacy Capital Partners
Wisconsin
$11K
Invesco
11
Invesco
Georgia
$10K -$5.54K -9,856 -34%
AG
12
Advisor Group
Arizona
$9K +$17 +30 +0.2%
BWM
13
Baystate Wealth Management
Massachusetts
$8K
Creative Planning
14
Creative Planning
Kansas
$7K
VF
15
Virtu Financial
New York
$6K -$11.1K -19,833 -62%
SC
16
Searle & Co
Connecticut
$5K +$5.62K +10,000 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4K +$4.54K +8,087 +13,478%
UBS Group
18
UBS Group
Switzerland
$3K +$2.94K +5,244 +3,617%
RE
19
RBC Europe
United Kingdom
$2.67K
CCMW
20
Cypress Capital Management (Wyoming)
Wyoming
$2K
IA
21
IFP Advisors
Florida
$2K
NFG
22
Next Financial Group
Texas
$2K +$1.69K +3,000 New
PS
23
Portfolio Strategies
New York
$1K +$562 +1,000 New
HCM
24
Hollencrest Capital Management
California
-$21K -30,000 Closed
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$15.9K -23,500 Closed

VGZ Hedge Fund Activity: Q3 2018 in Review

30 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vista Gold (VGZ) for Q3 2018, worth a combined $11.5M — down 25% from $15.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of VGZ and 4 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 7 added.

The largest buyer was Bank of America, adding an estimated $367K. The largest seller was Hollencrest Capital Management, exiting entirely with an estimated $21K sold.

  • 30 institutional investors held Vista Gold (VGZ) as of Q3 2018, down from 32 in Q2 2018.
  • Funds reported $11.5M of Vista Gold stock for Q3 2018, down 25% quarter-over-quarter.
  • 4 funds opened new Vista Gold positions in Q3 2018 and 6 closed out, a net change of -2 holders.
  • The largest Vista Gold buyer in Q3 2018 was Bank of America, an estimated $367K added.
  • The largest Vista Gold seller in Q3 2018 was Hollencrest Capital Management, an estimated $21K sold.

Based on aggregated 13F filings for Q3 2018.