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Wheaton Precious Metals

327 hedge funds and large institutions have $4.35B invested in Wheaton Precious Metals in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 101 increasing their positions, 123 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.37% more ownership

Funds ownership: 51.68%56.05% (+4.4%)

2% less funds holding

Funds holding: 334327 (-7)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 123

18% less capital invested

Capital invested by funds: $5.3B → $4.35B (-$952M)

34% less call options, than puts

Call options by funds: $45.8M | Put options by funds: $69.2M

Holders
327
Holders Change
-7
Holders Change %
-2.1%
% of All Funds
7.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
36
Increased
101
Reduced
123
Closed
40
Calls
$45.8M
Puts
$69.2M
Net Calls
-$23.4M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KF
251
Krilogy Financial
Missouri
$26K +$28.8K +1,500 New
FHB
252
First Hawaiian Bank
Hawaii
$25K +$26.8K +1,400 New
GEA
253
Glen Eagle Advisors
New Jersey
$24.5K
NFG
254
Next Financial Group
Texas
$24K +$25.9K +1,350 New
S
255
SignatureFD
Georgia
$23K -$8.04K -419 -24%
LWM
256
Lenox Wealth Management
Ohio
$23K +$4.54K +237 +131%
AssetMark Inc
257
AssetMark Inc
California
$22K -$1.48K -77 -6%
FIB
258
First Interstate Bank
Montana
$21K
BCI
259
Brinker Capital Investments
Pennsylvania
$19K
CAL
260
Capital Analysts LLC
Pennsylvania
$19K
GCM
261
Gables Capital Management
Florida
$18K
CAM
262
Close Asset Management
United Kingdom
$17K +$18.2K +950 New
WAS
263
WESPAC Advisors SoCal
California
$17K +$19.2K +1,000 New
WCM
264
Whitener Capital Management
North Carolina
$17K +$19.2K +1,000 New
CPIG
265
Chicago Partners Investment Group
Illinois
$16K
CCM
266
Cribstone Capital Management
Maine
$16K
OGC
267
Oak Grove Capital
New Hampshire
$14K
BFEC
268
Benjamin F. Edwards & Company
Missouri
$12K -$3.83K -200 -23%
AC
269
Avestar Capital
New York
$12K -$825 -43 -6%
AA
270
AlphaMark Advisors
Kentucky
$12K
TCM
271
Tradewinds Capital Management
Washington
$12K
AA
272
Ancora Advisors
Ohio
$12K +$13.4K +700 New
TCOV
273
Trust Company of Vermont
Vermont
$11K -$6.71K -350 -35%
KTC
274
Kistler-Tiffany Companies
Pennsylvania
$11K +$77 +4 +0.6%
CFGS
275
Concourse Financial Group Securities
Alabama
$11K +$11.5K +600 New

WPM Hedge Fund Activity: Q3 2018 in Review

327 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q3 2018, worth a combined $4.35B — down 18% from $5.3B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WPM and 36 opened new positions — a net loss of 4 holders — while 123 trimmed existing stakes and 101 added.

The largest buyer was Ruffer LLP, adding an estimated $79.4M. The largest seller was Carmignac Gestion, cutting an estimated $56M.

  • 327 institutional investors held Wheaton Precious Metals (WPM) as of Q3 2018, down from 334 in Q2 2018.
  • Funds reported $4.35B of Wheaton Precious Metals stock for Q3 2018, down 18% quarter-over-quarter.
  • 36 funds opened new Wheaton Precious Metals positions in Q3 2018 and 40 closed out, a net change of -4 holders.
  • The largest Wheaton Precious Metals buyer in Q3 2018 was Ruffer LLP, an estimated $79.4M added.
  • The largest Wheaton Precious Metals seller in Q3 2018 was Carmignac Gestion, an estimated $56M sold.

Based on aggregated 13F filings for Q3 2018.