We are live on ! Find out more
WPM icon

Wheaton Precious Metals

327 hedge funds and large institutions have $4.35B invested in Wheaton Precious Metals in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 101 increasing their positions, 123 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.37% more ownership

Funds ownership: 51.68%56.05% (+4.4%)

2% less funds holding

Funds holding: 334327 (-7)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 123

18% less capital invested

Capital invested by funds: $5.3B → $4.35B (-$952M)

34% less call options, than puts

Call options by funds: $45.8M | Put options by funds: $69.2M

Holders
327
Holders Change
-7
Holders Change %
-2.1%
% of All Funds
7.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
36
Increased
101
Reduced
123
Closed
40
Calls
$45.8M
Puts
$69.2M
Net Calls
-$23.4M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
226
Salem Investment Counselors
North Carolina
$92K
FCM
227
Flinton Capital Management
Pennsylvania
$78K +$40.8K +2,128 +90%
First Manhattan
228
First Manhattan
New York
$66K -$63.3K -3,300 -46%
MWPCG
229
Measured Wealth Private Client Group
New Hampshire
$63K +$68.4K +3,566 New
TAM
230
Tyers Asset Management
Texas
$61K +$32.1K +1,672 +90%
PRS
231
Pinkerton Retirement Specialists
Idaho
$60K +$326 +17 +0.5%
SSB
232
Sandy Spring Bank
Maryland
$58K
SWM
233
SeaCrest Wealth Management
New York
$56K -$7.8K -407 -11%
CLOS
234
Compagnie Lombard Odier SCmA
Switzerland
$54K
HNB
235
Huntington National Bank
Ohio
$51K -$5.95K -310 -10%
AIM
236
Arcadia Investment Management
Michigan
$50K
RCM
237
Riverhead Capital Management
Delaware
$50K +$26.8K +1,400 +93%
SEI Investments
238
SEI Investments
Pennsylvania
$48K -$41.9K -2,185 -44%
Simplex Trading
239
Simplex Trading
Illinois
$47K -$367K -19,129 -88%
AF
240
Advisornet Financial
Minnesota
$46K -$6.96K -363 -12%
HI
241
Hudock Inc
Pennsylvania
$45K
APA
242
American Portfolios Advisors
New York
$44.8K
GHCM
243
Glen Harbor Capital Management
California
$44K +$23.3K +1,216 +90%
CAW
244
Cornerstone Advisors (Washington)
Washington
$40K -$268 -14 -0.6%
WAM
245
Wealthspire Advisors (Maryland)
Maryland
$37K
APP
246
Avantax Planning Partners
Iowa
$37K +$40.5K +2,110 New
MYIA
247
Mount Yale Investment Advisors
Colorado
$36K -$18.1K -945 -30%
SPIA
248
Steward Partners Investment Advisory
New York
$28K
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$26K
VFA
250
Valeo Financial Advisors
Indiana
$26K

WPM Hedge Fund Activity: Q3 2018 in Review

327 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q3 2018, worth a combined $4.35B — down 18% from $5.3B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WPM and 36 opened new positions — a net loss of 4 holders — while 123 trimmed existing stakes and 101 added.

The largest buyer was Ruffer LLP, adding an estimated $79.4M. The largest seller was Carmignac Gestion, cutting an estimated $56M.

  • 327 institutional investors held Wheaton Precious Metals (WPM) as of Q3 2018, down from 334 in Q2 2018.
  • Funds reported $4.35B of Wheaton Precious Metals stock for Q3 2018, down 18% quarter-over-quarter.
  • 36 funds opened new Wheaton Precious Metals positions in Q3 2018 and 40 closed out, a net change of -4 holders.
  • The largest Wheaton Precious Metals buyer in Q3 2018 was Ruffer LLP, an estimated $79.4M added.
  • The largest Wheaton Precious Metals seller in Q3 2018 was Carmignac Gestion, an estimated $56M sold.

Based on aggregated 13F filings for Q3 2018.