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Wheaton Precious Metals
WPM

328 hedge funds and large institutions have $6.15B invested in Wheaton Precious Metals in 2016 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 127 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 36

13% more capital invested

Capital invested by funds: $5.43B → $6.15B (+$721M)

0% more funds holding

Funds holding: 328 → 328 (0)

4% less call options, than puts

Call options by funds: $200M | Put options by funds: $209M

7% less funds holding in top 10

Funds holding in top 10: 15 → 14 (-1)

17% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 127

Holders
328
Holders Change
–
Holders Change %
0%
% of All Funds
8.75%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.37%
New
41
Increased
105
Reduced
127
Closed
36
Calls
$200M
Puts
$209M
Net Calls
-$8.79M
Net Calls Change
-$17.8M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$72.4M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$68.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$67.8M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$62.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$62.1M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$159M
2
PC
Passport Capital
California
-$70.5M
3
Bank of America
Bank of America
North Carolina
-$49.9M
4
RL
Ruffer LLP
United Kingdom
-$46.1M
5
CGI
CI Global Investments
California
-$41.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
251
First Interstate Bank
Montana
$173K – – –
OAM
252
Orinda Asset Management
California
$142K +$9.63K +350 +7%
NFG
253
Next Financial Group
Texas
$141K +$31.3K +1,139 +28%
HIM
254
Hillsdale Investment Management
Ontario, Canada
$130K +$132K +4,800 New
SSB
255
Sandy Spring Bank
Maryland
$122K -$13.8K -500 -10%
PCM
256
Prelude Capital Management
New York
$114K +$116K +4,200 New
WEC
257
Winslow Evans & Crocker
Massachusetts
$108K – – –
NIPH
258
NN Investment Partners Holdings
Netherlands
$87K +$165 +6 +0.2%
CTC
259
Central Trust Company
Missouri
$85K – – –
Envestnet Asset Management
260
Envestnet Asset Management
Illinois
$69K +$70.5K +2,564 New
MFW
261
Mosaic Family Wealth
Missouri
$65K +$55K +2,000 +500%
DBT
262
Dubuque Bank & Trust
Iowa
$64K – – –
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$59K -$108K -3,922 -64%
OHS
264
Odey Holdings (Switzerland)
Switzerland
$57K -$135K -4,900 -70%
WAM
265
Wealthspire Advisors (Maryland)
Maryland
$56K – – –
WT
266
Whittier Trust
California
$55K – – –
MCM
267
McKinley Capital Management
Alaska
$49K +$37.7K +1,370 New
MWP
268
MYCIO Wealth Partners
Pennsylvania
$47K +$47.9K +1,740 New
CAW
269
Cornerstone Advisors (Washington)
Washington
$44K +$42.4K +1,540 +1,571%
HI
270
Hudock Inc
Pennsylvania
$43K +$9.44K +343 +27%
RCM
271
Riverhead Capital Management
Delaware
$41K -$25K -909 -38%
KF
272
Krilogy Financial
Missouri
$41K -$5.5K -200 -12%
VIA
273
Vantage Investment Advisors
Pennsylvania
$41K – – –
HNB
274
Huntington National Bank
Ohio
$37K -$19.8K -720 -34%
GT
275
Glenmede Trust
Pennsylvania
$36K – – –
9 10
11
12 13

WPM Hedge Fund Activity: Q3 2016 in Review

328 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q3 2016, worth a combined $6.15B — up 13% from $5.43B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new WPM positions and 36 closed out — a net gain of 5 holders — while 105 added to existing stakes and 127 trimmed.

The largest buyer was Norges Bank, adding an estimated $72.4M. The largest seller was Franklin Resources, cutting an estimated $159M.

  • 328 institutional investors held Wheaton Precious Metals (WPM) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $6.15B of Wheaton Precious Metals stock for Q3 2016, up 13% quarter-over-quarter.
  • 41 funds opened new Wheaton Precious Metals positions in Q3 2016 and 36 closed out, a net change of +5 holders.
  • The largest Wheaton Precious Metals buyer in Q3 2016 was Norges Bank, an estimated $72.4M added.
  • The largest Wheaton Precious Metals seller in Q3 2016 was Franklin Resources, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2016.