WPM icon

Wheaton Precious Metals
WPM

Overview Fund Activity

323 hedge funds and large institutions have $4.8B invested in Wheaton Precious Metals in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 98 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-4
Holders Change %
-1.22%
% of All Funds
7.21%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
50
Increased
109
Reduced
98
Closed
50
Calls
$76.3M
Puts
$83.4M
Net Calls
-$7.11M
Net Calls Change
+$16.3M

Top Buyers

1
VanEck Associates
VanEck Associates
New York
$552M
2
RL
Ruffer LLP
United Kingdom
$162M
3
Citadel Advisors
Citadel Advisors
Florida
$71.4M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$31.4M
5
O
OppenheimerFunds
New York
$38.3M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$101M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$24.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$132M
4
Fidelity International
Fidelity International
Bermuda
$90.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
276
Erste Asset Management
Austria
$9.7K +$9.7K +500 New
FRA
277
Front Row Advisors
California
$9K – – –
BTNA
278
Bremer Trust National Association
Minnesota
$9K +$9K +450 New
APC
279
Aspire Private Capital
North Carolina
$9K +$9K +456 New
Schroder Investment Management Group
280
Schroder Investment Management Group
United Kingdom
$8.46K +$8.46K +433,327 New
JCM
281
Jacobi Capital Management
Pennsylvania
$8K – – –
Bessemer Group
282
Bessemer Group
New Jersey
$8K – – –
LFA
283
Legacy Financial Advisors
Kentucky
$8K – – –
WAS
284
Winch Advisory Services
Wisconsin
$8K +$40 +2 +0.5%
PA
285
Parallel Advisors
California
$8K +$327 +17 +4%
AIM
286
Anchor Investment Management
South Carolina
$7.81K – – –
SF
287
Synovus Financial
Georgia
$6K – – –
CTC
288
Central Trust Company
Missouri
$6K – – –
IF
289
Ironwood Financial
Arizona
$6K – – –
GAM
290
Gemmer Asset Management
California
$6K +$6K +300 New
CB
291
Community Bank
New York
$5K +$400 +20 +9%
WANY
292
Wealthspire Advisors (New York)
New York
$5K +$5K +241 New
CI
293
CX Institutional
Indiana
$5K +$5K +278 New
PCP
294
Proficio Capital Partners
Massachusetts
$4K -$3.31K -157 -45%
OIA
295
Optimum Investment Advisors
Illinois
$4K – – –
BBHC
296
Brown Brothers Harriman & Co
New York
$4K – – –
CHC
297
City Holding Co
West Virginia
$4K – – –
PMFA
298
Plante Moran Financial Advisors
Michigan
$4K – – –
PGWM
299
Parisi Gray Wealth Management
New Jersey
$4K – – –
WAP
300
Wealthcare Advisory Partners
Pennsylvania
$4K +$19 +1 +0.5%
10 11
12
13 14