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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
EDRE
276
Edmond de Rothschild (Europe)
Luxembourg
$35K -$27.5K -1,000 -43%
KTC
277
Kistler-Tiffany Companies
Pennsylvania
$32K -$8.25K -300 -20%
WAS
278
Winch Advisory Services
Wisconsin
$31K +$28 +1 +0.1%
S
279
SignatureFD
Georgia
$29K +$6.52K +237 +29%
JFA
280
JNBA Financial Advisors
Minnesota
$29K +$21.1K +767 +256%
PI
281
PineBridge Investments
New York
$29K +$22.9K +832 New
RFWA
282
RPg Family Wealth Advisory
Massachusetts
$27.7K +$3.05K +111 +12%
AA
283
AlphaMark Advisors
Kentucky
$27K – – –
Bessemer Group
284
Bessemer Group
New Jersey
$27K – – –
TCOV
285
Trust Company of Vermont
Vermont
$27K +$9.63K +350 +54%
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$27K +$20.6K +750 +300%
RPG
287
Risk Paradigm Group
Texas
$26.7K +$1.04K +38 +4%
CPIG
288
Chicago Partners Investment Group
Illinois
$26K – – –
FFC
289
First Financial Corp
Indiana
$24K +$9.21K +335 +59%
LOT
290
Lombard Odier Transatlantic
Quebec, Canada
$24K +$24.8K +900 New
CCM
291
Cribstone Capital Management
Maine
$21K – – –
TA
292
Teachers Advisors
New York
$19K – – –
Victory Capital Management
293
Victory Capital Management
Texas
$19K – – –
JT
294
Jump Trading
Illinois
$18K -$379K -13,794 -95%
TCM
295
Tradewinds Capital Management
Washington
$18K – – –
TWA
296
TCI Wealth Advisors
Arizona
$16K – – –
VNA
297
Valley National Advisers
Pennsylvania
$16K – – –
WTB
298
Washington Trust Bank
Washington
$14K – – –
SF
299
Synovus Financial
Georgia
$14K +$8.25K +300 +133%
ACH
300
ArrowMark Colorado Holdings
Colorado
$14K +$13.8K +500 New
10 11
12
13 14

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.