WPM icon

Wheaton Precious Metals
WPM

Overview Fund Activity

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
Holders
334
Holders Change
+6
Holders Change %
+1.83%
% of All Funds
7.66%
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
$78.1M
2
PP
Prudential plc
United Kingdom
$60.2M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$65M
4
Goldman Sachs
Goldman Sachs
New York
$31.5M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$17.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$53.1M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$6.7M
3
Franklin Resources
Franklin Resources
California
$947M
4
Morgan Stanley
Morgan Stanley
New York
$36.7M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$92.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
276
Cribstone Capital Management
Maine
$20K – – –
WAS
277
Winch Advisory Services
Wisconsin
$20K +$112 +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 -$2.26K -100 -13%
TCM
281
Tradewinds Capital Management
Washington
$15K – – –
AA
282
AlphaMark Advisors
Kentucky
$15K – – –
JFA
283
JNBA Financial Advisors
Minnesota
$15K – – –
PA
284
Parallel Advisors
California
$15K – – –
AC
285
Avestar Capital
New York
$15K +$1.56K +81 +12%
MPWT
286
MassMutual Private Wealth & Trust
Connecticut
$14.6K – – –
WWM
287
Wagner Wealth Management
South Carolina
$14K – – –
PCG
288
Private Capital Group
Connecticut
$14K – – –
KTC
289
Kistler-Tiffany Companies
Pennsylvania
$14K +$113 +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 +$2.1K +96 +24%
FHA
296
Flagship Harbor Advisors
Massachusetts
$11K +$11K +514 New
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11K +521 New
Envestnet Asset Management
298
Envestnet Asset Management
Illinois
$10K -$64 -3 -0.6%
LFA
299
Legacy Financial Advisors
Kentucky
$10K – – –
WAP
300
Wealthcare Advisory Partners
Pennsylvania
$10K +$4.53K +207 +83%
10 11
12
13 14