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Wheaton Precious Metals
WPM

Overview Fund Activity

466 hedge funds and large institutions have $10.6B invested in Wheaton Precious Metals in 2020 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 174 increasing their positions, 127 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+18
Holders Change %
+4.02%
% of All Funds
8.27%
Holding in Top 10
8
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-52.94%
% of All Funds
0.14%
New
84
Increased
174
Reduced
127
Closed
58
Calls
$173M
Puts
$211M
Net Calls
-$37.9M
Net Calls Change
-$46.8M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$131M
2
VanEck Associates
VanEck Associates
New York
+$71.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$68.9M
4
APG Asset Management
APG Asset Management
Netherlands
+$46.7M
5
Morgan Stanley
Morgan Stanley
New York
+$41.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$219M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$154M
3
Fidelity International
Fidelity International
Bermuda
-$128M
4
AC
Alleghany Corporation
New York
-$125M
5
Franklin Resources
Franklin Resources
California
-$99.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
251
Cypress Wealth Services
California
$612K +$612K +14,660 New
JF
252
Jump Financial
Illinois
$605K +$605K +14,500 New
CAM
253
Cidel Asset Management
Ontario, Canada
$600K -$103K -2,458 -15%
Cetera Investment Advisers
254
Cetera Investment Advisers
Illinois
$560K +$560K +13,408 New
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$552K -$197K -4,720 -26%
UH
256
Unigestion Holding
Switzerland
$547K +$547K +13,088 New
CM
257
CoreCommodity Management
Connecticut
$544K +$544K +13,045 New
BBVA
258
Banco Bilbao Vizcaya Argentaria
Spain
$544K +$544K +13,050 New
BWCS
259
Beirne Wealth Consulting Services
Connecticut
$539K +$42K +1,005 +8%
BONST
260
Bank of Nova Scotia Trust
Ontario, Canada
$537K +$64K +1,534 +14%
RE
261
RBC Europe
United Kingdom
$533K – – –
OC
262
Oppenheimer & Co
New York
$528K -$229K -5,483 -30%
ATC
263
Argent Trust Co
Tennessee
$521K – – –
PWM
264
Perigon Wealth Management
California
$520K +$118K +2,821 +29%
BA
265
Bridgewater Associates
Connecticut
$512K +$512K +12,275 New
WAP
266
Wealthcare Advisory Partners
Pennsylvania
$507K +$507K +12,152 New
M&T Bank
267
M&T Bank
New York
$502K -$10.4K -248 -2%
CCWA
268
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$496K – – –
MFS
269
Mirabella Financial Services
United Kingdom
$494K +$494K +11,840 New
IWM
270
IHT Wealth Management
Illinois
$492K +$584 +14 +0.1%
CS
271
Candriam SCA
Luxembourg
$467K +$467K +11,191 New
QP
272
Quilter Plc
United Kingdom
$442K -$37.5K -898 -8%
KWM
273
Kingsview Wealth Management
Oregon
$441K -$4.93K -118 -1%
LNWWM
274
Laird Norton Wetherby Wealth Management
California
$427K -$13.4K -321 -3%
VCA
275
Verdence Capital Advisors
Maryland
$413K – – –
9 10
11
12 13