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
CCM
276
Cribstone Capital Management
Maine
$20K – – –
WAS
277
Winch Advisory Services
Wisconsin
$20K +$108 +5 +0.6%
BFEC
278
Benjamin F. Edwards & Company
Missouri
$19K – – –
OGC
279
Oak Grove Capital
New Hampshire
$18K – – –
PFGIA
280
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$2.15K -100 -13%
AA
281
AlphaMark Advisors
Kentucky
$15K – – –
JFA
282
JNBA Financial Advisors
Minnesota
$15K – – –
PA
283
Parallel Advisors
California
$15K – – –
TCM
284
Tradewinds Capital Management
Washington
$15K – – –
AC
285
Avestar Capital
New York
$15K +$1.74K +81 +12%
MPWT
286
MassMutual Private Wealth & Trust
Connecticut
$14.6K – – –
PCG
287
Private Capital Group
Connecticut
$14K – – –
WWMSC
288
Wagner Wealth Management (South Carolina)
South Carolina
$14K – – –
KTC
289
Kistler-Tiffany Companies
Pennsylvania
$14K +$108 +5 +0.8%
PFA
290
Pathway Financial Advisors
Vermont
$13K – – –
QCG
291
Quadrant Capital Group
Ohio
$13K – – –
RFM
292
Royal Fund Management
Florida
$13K – – –
AOWM
293
Alpha Omega Wealth Management
Virginia
$11K – – –
MSFP
294
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
PCP
295
Proficio Capital Partners
Massachusetts
$11K +$2.06K +96 +24%
FHA
296
Flagship Harbor Advisors
Massachusetts
$11K +$11.1K +514 New
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11.2K +521 New
Envestnet Asset Management
298
Envestnet Asset Management
Illinois
$10K -$65 -3 -0.6%
LFA
299
Legacy Financial Advisors
Kentucky
$10K – – –
WAP
300
Wealthcare Advisory Partners
Pennsylvania
$10K +$4.45K +207 +83%
10 11
12
13 14

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.