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Wheaton Precious Metals

379 hedge funds and large institutions have $6.38B invested in Wheaton Precious Metals in 2019 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 117 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 34

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

11% more funds holding

Funds holding: 340379 (+39)

8% more capital invested

Capital invested by funds: $5.89B → $6.38B (+$491M)

9% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 107

3% more call options, than puts

Call options by funds: $145M | Put options by funds: $141M

0.7% less ownership

Funds ownership: 55.1%54.41% (-0.7%)

Holders
379
Holders Change
+39
Holders Change %
+11.47%
% of All Funds
8.31%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
75
Increased
117
Reduced
107
Closed
34
Calls
$145M
Puts
$141M
Net Calls
+$3.99M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
226
Rehmann Capital Advisory Group
Michigan
$388K +$64.6K +2,399 +19%
ATC
227
Argent Trust Co
Tennessee
$386K
GWM
228
Geneos Wealth Management
Colorado
$381K +$110K +4,075 +40%
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$374K +$71.5K +2,658 +23%
FAAS
230
First Allied Advisory Services
California
$357K +$2.13K +79 +0.6%
CL
231
Choreo LLC
Illinois
$350K +$359K +13,340 New
FIM
232
Freedom Investment Management
Connecticut
$344K -$55.1K -2,046 -14%
BONST
233
Bank of Nova Scotia Trust
Ontario, Canada
$339K -$16.8K -624 -5%
BWCS
234
Beirne Wealth Consulting Services
Connecticut
$338K +$37.8K +1,405 +12%
P
235
Pitcairn
Pennsylvania
$335K +$344K +12,772 New
ECM
236
Evergreen Capital Management
Washington
$333K
IWM
237
IHT Wealth Management
Illinois
$327K -$14.9K -552 -4%
KIA
238
KCM Investment Advisors
California
$315K
VFA
239
Voya Financial Advisors
Connecticut
$308K -$8.5K -316 -3%
M&T Bank
240
M&T Bank
New York
$304K -$133K -4,927 -30%
State Street
241
State Street
Massachusetts
$304K +$312K +11,600 New
BCM
242
BlueCrest Capital Management
Jersey
$294K +$301K +11,197 New
Balyasny Asset Management
243
Balyasny Asset Management
Illinois
$291K +$299K +11,102 New
RE
244
RBC Europe
United Kingdom
$285K -$80.7K -3,000 -22%
HIS
245
Harvest Investment Services
Illinois
$285K +$289K +10,754 New
RPA
246
Rock Point Advisors
Vermont
$283K
FRM
247
Fox Run Management
Connecticut
$283K +$291K +10,797 New
SFG
248
SNS Financial Group
Minnesota
$282K
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$276K
IAA
250
Ironsides Asset Advisors
North Carolina
$264K

WPM Hedge Fund Activity: Q3 2019 in Review

379 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q3 2019, worth a combined $6.38B — up 8.3% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new WPM positions and 34 closed out — a net gain of 41 holders — while 117 added to existing stakes and 107 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $103M. The largest seller was Ruffer LLP, cutting an estimated $112M.

  • 379 institutional investors held Wheaton Precious Metals (WPM) as of Q3 2019, up from 340 in Q2 2019.
  • Funds reported $6.38B of Wheaton Precious Metals stock for Q3 2019, up 8.3% quarter-over-quarter.
  • 75 funds opened new Wheaton Precious Metals positions in Q3 2019 and 34 closed out, a net change of +41 holders.
  • The largest Wheaton Precious Metals buyer in Q3 2019 was Fidelity Investments, an estimated $103M added.
  • The largest Wheaton Precious Metals seller in Q3 2019 was Ruffer LLP, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2019.