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Wheaton Precious Metals

468 hedge funds and large institutions have $10.6B invested in Wheaton Precious Metals in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 174 increasing their positions, 128 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 59

36% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 128

4% more funds holding

Funds holding: 450468 (+18)

1.75% less ownership

Funds ownership: 58.27%56.52% (-1.8%)

18% less capital invested

Capital invested by funds: $12.8B → $10.6B (-$2.27B)

18% less call options, than puts

Call options by funds: $173M | Put options by funds: $211M

53% less funds holding in top 10

Funds holding in top 10: 178 (-9)

Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
8.28%
Holding in Top 10
8
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-52.94%
% of All Funds
0.14%
New
85
Increased
174
Reduced
128
Closed
59
Calls
$173M
Puts
$211M
Net Calls
-$37.9M
Net Calls Change
-$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OA
226
Oxbow Advisors
Texas
$850K -$245K -5,494 -21%
GWM
227
Geneos Wealth Management
Colorado
$845K +$385K +8,630 +57%
GAM
228
Griffin Asset Management
New York
$825K +$255K +5,702 +41%
Wolverine Trading
229
Wolverine Trading
Illinois
$817K +$850K +19,038 New
AC
230
Athanor Capital
New York
$802K -$318K -7,123 -27%
Ensign Peak Advisors
231
Ensign Peak Advisors
Utah
$802K +$2.5K +56 +0.3%
GAM
232
Gotham Asset Management
New York
$795K +$177K +3,957 +26%
CS
233
Credit Suisse
Switzerland
$790K -$593K -13,277 -41%
NEI
234
Northwest & Ethical Investments
Ontario, Canada
$786K +$38.9K +872 +5%
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$767K +$5.14K +115 +0.6%
EI
236
Ethic Inc
New York
$767K +$326K +7,291 +66%
CCA
237
Cobblestone Capital Advisors
New York
$762K +$625 +14 +0.1%
DTL
238
Dynamic Technology Lab
Singapore
$752K +$325K +7,266 +68%
JC
239
JBF Capital
Colorado
$730K
PCM
240
Prelude Capital Management
New York
$721K
HCM
241
Howland Capital Management
Massachusetts
$685K +$733K +16,405 New
Schroder Investment Management Group
242
Schroder Investment Management Group
United Kingdom
$672K -$988K -22,116 -64%
Koshinski Asset Management
243
Koshinski Asset Management
Illinois
$665K -$13.9K -311 -2%
P
244
Pitcairn
Pennsylvania
$661K -$15.8K -354 -2%
KIA
245
KCM Investment Advisors
California
$658K +$100K +2,240 +17%
EIM
246
Essex Investment Management
Massachusetts
$651K -$85.1K -1,905 -11%
MIAN
247
Mariner Independent Advisor Network
Kansas
$648K +$229K +5,129 +49%
PIC
248
PCJ Investment Counsel
Ontario, Canada
$645K -$377K -8,440 -35%
NMIMC
249
Northwestern Mutual Investment Management Company
Wisconsin
$628K +$671K +15,031 New
AAM
250
Advisors Asset Management
Colorado
$627K -$42.4K -949 -6%

WPM Hedge Fund Activity: Q4 2020 in Review

468 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q4 2020, worth a combined $10.6B — down 18% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new WPM positions and 59 closed out — a net gain of 26 holders — while 174 added to existing stakes and 128 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $140M. The largest seller was Capital International Investors, exiting entirely with an estimated $219M sold.

  • 468 institutional investors held Wheaton Precious Metals (WPM) as of Q4 2020, up from 450 in Q3 2020.
  • Funds reported $10.6B of Wheaton Precious Metals stock for Q4 2020, down 18% quarter-over-quarter.
  • 85 funds opened new Wheaton Precious Metals positions in Q4 2020 and 59 closed out, a net change of +26 holders.
  • The largest Wheaton Precious Metals buyer in Q4 2020 was Massachusetts Financial Services, an estimated $140M added.
  • The largest Wheaton Precious Metals seller in Q4 2020 was Capital International Investors, an estimated $219M sold.

Based on aggregated 13F filings for Q4 2020.