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Wheaton Precious Metals

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

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

11% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 98

10% more capital invested

Capital invested by funds: $4.35B → $4.8B (+$456M)

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

0.03% less ownership

Funds ownership: 56.05%56.02% (-0.03%)

9% less call options, than puts

Call options by funds: $76.3M | Put options by funds: $83.4M

1% less funds holding

Funds holding: 327323 (-4)

Holders
323
Holders Change
-4
Holders Change %
-1.22%
% of All Funds
7.2%
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
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
276
Erste Asset Management
Austria
$9.7K +$8.53K +500 New
FRA
277
Front Row Advisors
California
$9K
BTNA
278
Bremer Trust National Association
Minnesota
$9K +$7.67K +450 New
APC
279
Aspire Private Capital
North Carolina
$9K +$7.78K +456 New
Schroder Investment Management Group
280
Schroder Investment Management Group
United Kingdom
$8.46K +$7.39M +433,327 New
Bessemer Group
281
Bessemer Group
New Jersey
$8K
JCM
282
Jacobi Capital Management
Pennsylvania
$8K
LFA
283
Legacy Financial Advisors
Kentucky
$8K
WAS
284
Winch Advisory Services
Wisconsin
$8K +$34 +2 +0.5%
PA
285
Parallel Advisors
California
$8K +$290 +17 +4%
AIM
286
Anchor Investment Management
South Carolina
$7.81K
CTC
287
Central Trust Company
Missouri
$6K
IF
288
Ironwood Financial
Arizona
$6K
SF
289
Synovus Financial
Georgia
$6K
GAM
290
Gemmer Asset Management
California
$6K +$5.12K +300 New
CB
291
Community Bank
New York
$5K +$341 +20 +9%
WANY
292
Wealthspire Advisors (New York)
New York
$5K +$4.11K +241 New
CI
293
CX Institutional
Indiana
$5K +$4.74K +278 New
PCP
294
Proficio Capital Partners
Massachusetts
$4K -$2.68K -157 -45%
BBHC
295
Brown Brothers Harriman & Co
New York
$4K
CHC
296
City Holding Co
West Virginia
$4K
OIA
297
Optimum Investment Advisors
Illinois
$4K
PGWM
298
Parisi Gray Wealth Management
New Jersey
$4K
PMFA
299
Plante Moran Financial Advisors
Michigan
$4K
WAP
300
Wealthcare Advisory Partners
Pennsylvania
$4K +$17 +1 +0.5%

WPM Hedge Fund Activity: Q4 2018 in Review

323 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q4 2018, worth a combined $4.8B — up 10% from $4.35B a quarter earlier.

Fund positioning in WPM was balanced in Q4 2018: 50 funds opened new positions, 50 closed out, 109 added to existing stakes and 98 trimmed.

The largest buyer was VanEck Associates, adding an estimated $78.2M. The largest seller was Bank of Montreal, cutting an estimated $50.1M.

  • 323 institutional investors held Wheaton Precious Metals (WPM) as of Q4 2018, down from 327 in Q3 2018.
  • Funds reported $4.8B of Wheaton Precious Metals stock for Q4 2018, up 10% quarter-over-quarter.
  • 50 funds opened new Wheaton Precious Metals positions in Q4 2018 and 50 closed out, a net change of 0 holders.
  • The largest Wheaton Precious Metals buyer in Q4 2018 was VanEck Associates, an estimated $78.2M added.
  • The largest Wheaton Precious Metals seller in Q4 2018 was Bank of Montreal, an estimated $50.1M sold.

Based on aggregated 13F filings for Q4 2018.