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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
SKK
251
Shepherd Kaplan Krochuk
Massachusetts
$626K -$134K -3,000 -17%
CWS
252
Cypress Wealth Services
California
$612K +$655K +14,660 New
JF
253
Jump Financial
Illinois
$605K +$648K +14,500 New
CAM
254
Cidel Asset Management
Ontario, Canada
$600K -$110K -2,458 -15%
Cetera Investment Advisers
255
Cetera Investment Advisers
Illinois
$560K +$599K +13,408 New
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$552K -$211K -4,720 -26%
UH
257
Unigestion Holding
Switzerland
$547K +$585K +13,088 New
CM
258
CoreCommodity Management
Connecticut
$544K +$583K +13,045 New
BBVA
259
Banco Bilbao Vizcaya Argentaria
Spain
$544K +$583K +13,050 New
BWCS
260
Beirne Wealth Consulting Services
Connecticut
$539K +$44.9K +1,005 +8%
BONST
261
Bank of Nova Scotia Trust
Ontario, Canada
$537K +$68.5K +1,534 +14%
RE
262
RBC Europe
United Kingdom
$533K
OC
263
Oppenheimer & Co
New York
$528K -$245K -5,483 -30%
ATC
264
Argent Trust Co
Tennessee
$521K
PWM
265
Perigon Wealth Management
California
$520K +$126K +2,821 +29%
BA
266
Bridgewater Associates
Connecticut
$512K +$548K +12,275 New
WAP
267
Wealthcare Advisory Partners
Pennsylvania
$507K +$543K +12,152 New
M&T Bank
268
M&T Bank
New York
$502K -$11.1K -248 -2%
CCWA
269
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$496K
MFS
270
Mirabella Financial Services
United Kingdom
$494K +$529K +11,840 New
IWM
271
IHT Wealth Management
Illinois
$492K +$625 +14 +0.1%
CS
272
Candriam SCA
Luxembourg
$467K +$500K +11,191 New
QP
273
Quilter Plc
United Kingdom
$442K -$40.1K -898 -8%
KWM
274
Kingsview Wealth Management
Oregon
$441K -$5.27K -118 -1%
LNWWM
275
Laird Norton Wetherby Wealth Management
California
$427K -$14.3K -321 -3%

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.