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Wheaton Precious Metals

327 hedge funds and large institutions have $4.35B invested in Wheaton Precious Metals in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 101 increasing their positions, 123 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.37% more ownership

Funds ownership: 51.68%56.05% (+4.4%)

2% less funds holding

Funds holding: 334327 (-7)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 123

18% less capital invested

Capital invested by funds: $5.3B → $4.35B (-$952M)

34% less call options, than puts

Call options by funds: $45.8M | Put options by funds: $69.2M

Holders
327
Holders Change
-7
Holders Change %
-2.1%
% of All Funds
7.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
36
Increased
101
Reduced
123
Closed
40
Calls
$45.8M
Puts
$69.2M
Net Calls
-$23.4M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Selective Wealth Management
Virginia
$11K +$12.5K +653 New
RFM
277
Royal Fund Management
Florida
$10K -$479 -25 -4%
BWM
278
BerganKDV Wealth Management
Minnesota
$10K +$5.27K +275 +96%
WTB
279
Washington Trust Bank
Washington
$9K -$9.59K -500 -50%
JFA
280
JNBA Financial Advisors
Minnesota
$9K -$3.83K -200 -29%
AOWM
281
Alpha Omega Wealth Management
Virginia
$9K
MSFP
282
Mark Sheptoff Financial Planning
Connecticut
$9K
FHA
283
Flagship Harbor Advisors
Massachusetts
$9K +$58 +3 +0.6%
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$9K +$307 +16 +3%
PCG
285
Private Capital Group
Connecticut
$8K -$2.9K -151 -23%
WAS
286
Winch Advisory Services
Wisconsin
$7K -$9.44K -492 -55%
PA
287
Parallel Advisors
California
$7K -$5.77K -301 -43%
LFA
288
Legacy Financial Advisors
Kentucky
$7K -$1.02K -53 -12%
AIM
289
Anchor Investment Management
South Carolina
$7K
JCM
290
Jacobi Capital Management
Pennsylvania
$7K
Bessemer Group
291
Bessemer Group
New Jersey
$7K +$7.36K +384 New
GP
292
Girard Partners
Pennsylvania
$7K +$7.67K +400 New
SWP
293
Stratos Wealth Partners
Ohio
$7K +$7.67K +400 New
WWMSC
294
Wagner Wealth Management (South Carolina)
South Carolina
$6K -$5.75K -300 -47%
PCP
295
Proficio Capital Partners
Massachusetts
$6K -$2.99K -156 -31%
IF
296
Ironwood Financial
Arizona
$6K
FGAM
297
Financial Gravity Asset Management
Texas
$6K +$575 +30 +9%
CTC
298
Central Trust Company
Missouri
$6K +$3.39K +177 +118%
SF
299
Synovus Financial
Georgia
$5K
TFS
300
TrustCore Financial Services
Tennessee
$5K

WPM Hedge Fund Activity: Q3 2018 in Review

327 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q3 2018, worth a combined $4.35B — down 18% from $5.3B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WPM and 36 opened new positions — a net loss of 4 holders — while 123 trimmed existing stakes and 101 added.

The largest buyer was Ruffer LLP, adding an estimated $79.4M. The largest seller was Carmignac Gestion, cutting an estimated $56M.

  • 327 institutional investors held Wheaton Precious Metals (WPM) as of Q3 2018, down from 334 in Q2 2018.
  • Funds reported $4.35B of Wheaton Precious Metals stock for Q3 2018, down 18% quarter-over-quarter.
  • 36 funds opened new Wheaton Precious Metals positions in Q3 2018 and 40 closed out, a net change of -4 holders.
  • The largest Wheaton Precious Metals buyer in Q3 2018 was Ruffer LLP, an estimated $79.4M added.
  • The largest Wheaton Precious Metals seller in Q3 2018 was Carmignac Gestion, an estimated $56M sold.

Based on aggregated 13F filings for Q3 2018.