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Wheaton Precious Metals
WPM

Overview Fund Activity

505 hedge funds and large institutions have $11.8B invested in Wheaton Precious Metals in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 161 increasing their positions, 179 reducing their positions, and 55 closing their positions.

Holders
505
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
7.97%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
60
Increased
161
Reduced
179
Closed
55
Calls
$219M
Puts
$153M
Net Calls
+$65.3M
Net Calls Change
-$169M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$360M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$199M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$45.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$46.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$93.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$756M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$205M
3
Twin Tree Management
3
Twin Tree Management
Texas
$11.1M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$189M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$217M
Name Market Value Shares Shares
Change 		Shares
Change %
CCG
226
Cloverfields Capital Group
Minnesota
$1.03M 23,911 +23,911 New
KOMWMG
227
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.01M 23,276 +1,439 +7%
LNWWM
228
Laird Norton Wetherby Wealth Management
California
$999K 23,118 -3,390 -13%
AWA
229
Arkadios Wealth Advisors
Georgia
$992K 22,959 -860 -4%
AIM
230
Achmea Investment Management
Netherlands
$991K 22,880 +215 +0.9%
AWP
231
Atlas Wealth Partners
Pennsylvania
$985K 22,291 +22,291 New
PTCG
232
Pring Turner Capital Group
California
$937K 21,676 -293 -1%
SIM
233
Seaview Investment Managers
Florida
$930K 21,515 +117 +0.5%
Squarepoint
234
Squarepoint
New York
$924K 21,377 -913 -4%
VCP
235
Verus Capital Partners
Arizona
$836K 19,333 -250 -1%
TSS
236
Two Sigma Securities
New York
$833K 19,279 -7,999 -29%
Cetera Investment Advisers
237
Cetera Investment Advisers
Illinois
$821K 18,997 -2,231 -11%
PWP
238
Principle Wealth Partners
Connecticut
$815K 18,846 – –
QIM
239
Quantitative Investment Management
Virginia
$814K 18,837 +11,268 +149%
GWM
240
Geneos Wealth Management
Colorado
$801K 18,529 +100 +0.5%
CCA
241
Cobblestone Capital Advisors
New York
$799K 18,498 +407 +2%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$791K 18,296 +888 +5%
M&T Bank
243
M&T Bank
New York
$780K 18,052 -2,000 -10%
PFS
244
Prospera Financial Services
Texas
$771K 17,830 +2,411 +16%
IWM
245
IHT Wealth Management
Illinois
$764K 17,671 +190 +1%
SM
246
Sciencast Management
New Jersey
$754K 18,054 +18,054 New
BWCS
247
Beirne Wealth Consulting Services
Connecticut
$750K 17,357 +9 +0.1%
Assenagon Asset Management
248
Assenagon Asset Management
Luxembourg
$745K 17,228 -741 -4%
VC
249
Veracity Capital
Georgia
$733K 16,950 -2,036 -11%
PM
250
Pembroke Management
Quebec, Canada
$727K 12,689 +3,080 +32%
8 9
10
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