We are live on ! Find out more
WPM icon

Wheaton Precious Metals
WPM

334 hedge funds and large institutions have $5.3B invested in Wheaton Precious Metals in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 110 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

8% more capital invested

Capital invested by funds: $4.92B → $5.3B (+$380M)

2% more funds holding

Funds holding: 328 → 334 (+6)

7% less call options, than puts

Call options by funds: $71.8M | Put options by funds: $77.4M

8% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 110

2.74% less ownership

Funds ownership: 54.42% → 51.68% (-2.7%)

Holders
334
Holders Change
+6
Holders Change %
+1.83%
% of All Funds
7.65%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
39
Increased
101
Reduced
110
Closed
30
Calls
$71.8M
Puts
$77.4M
Net Calls
-$5.6M
Net Calls Change
+$11.2M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$73.4M
2
PP
Prudential plc
United Kingdom
+$25.3M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$21.8M
4
Goldman Sachs
Goldman Sachs
New York
+$17.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$17.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.8M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$21.7M
3
Franklin Resources
Franklin Resources
California
-$20.9M
4
Morgan Stanley
Morgan Stanley
New York
-$15.9M
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$15.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
251
Neuburgh Advisers
California
$63K – – –
HI
252
Hudock Inc
Pennsylvania
$57K – – –
APA
253
American Portfolios Advisors
New York
$56.5K -$2.26K -105 -4%
FCM
254
Flinton Capital Management
Pennsylvania
$52K – – –
CAW
255
Cornerstone Advisors (Washington)
Washington
$51K +$49.5K +2,303 New
MGIA
256
Moneta Group Investment Advisors
Missouri
$50K +$49.2K +2,285 New
WAM
257
Wealthspire Advisors (Maryland)
Maryland
$46K – – –
QCIG
258
Quad-Cities Investment Group
Iowa
$44K +$43K +2,000 New
1832 Asset Management
259
1832 Asset Management
Ontario, Canada
$43K – – –
TAM
260
Tyers Asset Management
Texas
$41K – – –
S
261
SignatureFD
Georgia
$38K +$2.11K +98 +6%
SPIA
262
Steward Partners Investment Advisory
New York
$35K +$34.4K +1,600 New
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$33K – – –
RCM
264
Riverhead Capital Management
Delaware
$33K – – –
VFA
265
Valeo Financial Advisors
Indiana
$32K – – –
GEA
266
Glen Eagle Advisors
New Jersey
$30.9K – – –
GHCM
267
Glen Harbor Capital Management
California
$30K – – –
AssetMark Inc
268
AssetMark Inc
California
$29K -$3.53K -164 -11%
FIB
269
First Interstate Bank
Montana
$26K – – –
CAL
270
Capital Analysts LLC
Pennsylvania
$24K +$20K +930 +620%
BCI
271
Brinker Capital Investments
Pennsylvania
$24K +$23.5K +1,090 New
TCOV
272
Trust Company of Vermont
Vermont
$22K – – –
WTB
273
Washington Trust Bank
Washington
$22K – – –
GCM
274
Gables Capital Management
Florida
$22K +$21.5K +1,000 New
CPIG
275
Chicago Partners Investment Group
Illinois
$21K – – –
9 10
11
12 13

WPM Hedge Fund Activity: Q2 2018 in Review

334 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q2 2018, worth a combined $5.3B — up 7.7% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WPM positions and 30 closed out — a net gain of 9 holders — while 101 added to existing stakes and 110 trimmed.

The largest buyer was Fidelity International, adding an estimated $73.4M. The largest seller was Fidelity Investments, cutting an estimated $84.8M.

  • 334 institutional investors held Wheaton Precious Metals (WPM) as of Q2 2018, up from 328 in Q1 2018.
  • Funds reported $5.3B of Wheaton Precious Metals stock for Q2 2018, up 7.7% quarter-over-quarter.
  • 39 funds opened new Wheaton Precious Metals positions in Q2 2018 and 30 closed out, a net change of +9 holders.
  • The largest Wheaton Precious Metals buyer in Q2 2018 was Fidelity International, an estimated $73.4M added.
  • The largest Wheaton Precious Metals seller in Q2 2018 was Fidelity Investments, an estimated $84.8M sold.

Based on aggregated 13F filings for Q2 2018.