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Wheaton Precious Metals

407 hedge funds and large institutions have $7.53B invested in Wheaton Precious Metals in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 140 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 34

22% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 115

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

18% more capital invested

Capital invested by funds: $6.38B → $7.53B (+$1.15B)

7% more funds holding

Funds holding: 379407 (+28)

1.96% more ownership

Funds ownership: 54.41%56.36% (+2%)

1% more call options, than puts

Call options by funds: $135M | Put options by funds: $134M

Holders
407
Holders Change
+28
Holders Change %
+7.39%
% of All Funds
8.02%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.26%
New
68
Increased
140
Reduced
115
Closed
34
Calls
$135M
Puts
$134M
Net Calls
+$1.16M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
226
Schroder Investment Management Group
United Kingdom
$549K -$5.88K -215 -1%
Nordea Investment Management
227
Nordea Investment Management
Sweden
$544K -$2.89M -105,867 -85%
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$543K -$190K -6,947 -28%
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$528K -$154K -5,628 -24%
BCA
230
Bay Colony Advisors
Massachusetts
$528K -$57.4K -2,100 -10%
PL
231
Plancorp LLC
Missouri
$522K
TI
232
Trexquant Investment
Connecticut
$521K -$1.87M -68,501 -80%
CAM
233
Cidel Asset Management
Ontario, Canada
$519K +$1.58K +58 +0.3%
XF
234
XML Financial
Maryland
$515K +$473K +17,309 New
P
235
Pitcairn
Pennsylvania
$501K +$111K +4,068 +32%
CWS
236
Cypress Wealth Services
California
$497K -$8.36K -306 -2%
ARTA
237
A.R.T. Advisors
New York
$488K -$331K -12,100 -42%
WCM
238
Washington Capital Management
Washington
$486K -$6.83K -250 -2%
QP
239
Quilter Plc
United Kingdom
$479K +$440K +16,081 New
OA
240
Oxbow Advisors
Texas
$470K -$2.43K -89 -0.6%
PAG
241
Private Advisor Group
New Jersey
$452K -$58.9K -2,153 -12%
BONST
242
Bank of Nova Scotia Trust
Ontario, Canada
$450K +$60.3K +2,205 +17%
IHL
243
Investment House LLC
California
$446K +$410K +15,000 New
ATC
244
Argent Trust Co
Tennessee
$438K
State Street
245
State Street
Massachusetts
$431K +$78.9K +2,886 +25%
SW
246
SVB Wealth
Massachusetts
$417K +$383K +14,000 New
BWCS
247
Beirne Wealth Consulting Services
Connecticut
$383K +$137 +5 +0%
ECM
248
Evergreen Capital Management
Washington
$379K +$1.83K +67 +0.5%
SSA
249
Schonfeld Strategic Advisors
New York
$378K -$230K -8,400 -40%
IWM
250
IHT Wealth Management
Illinois
$358K -$11.4K -418 -3%

WPM Hedge Fund Activity: Q4 2019 in Review

407 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q4 2019, worth a combined $7.53B — up 18% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new WPM positions and 34 closed out — a net gain of 34 holders — while 140 added to existing stakes and 115 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $50.8M. The largest seller was Franklin Resources, cutting an estimated $106M.

  • 407 institutional investors held Wheaton Precious Metals (WPM) as of Q4 2019, up from 379 in Q3 2019.
  • Funds reported $7.53B of Wheaton Precious Metals stock for Q4 2019, up 18% quarter-over-quarter.
  • 68 funds opened new Wheaton Precious Metals positions in Q4 2019 and 34 closed out, a net change of +34 holders.
  • The largest Wheaton Precious Metals buyer in Q4 2019 was Mirae Asset Global Investments, an estimated $50.8M added.
  • The largest Wheaton Precious Metals seller in Q4 2019 was Franklin Resources, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2019.