We are live on ! Find out more
WPM icon

Wheaton Precious Metals

340 hedge funds and large institutions have $5.89B invested in Wheaton Precious Metals in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 111 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 111

1% more call options, than puts

Call options by funds: $93.9M | Put options by funds: $92.8M

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

1% less capital invested

Capital invested by funds: $5.92B → $5.89B (-$30.8M)

1% less funds holding

Funds holding: 343340 (-3)

1.39% less ownership

Funds ownership: 56.49%55.1% (-1.4%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
340
Holders Change
-3
Holders Change %
-0.87%
% of All Funds
7.38%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.17%
New
36
Increased
121
Reduced
111
Closed
36
Calls
$93.9M
Puts
$92.8M
Net Calls
+$1.02M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
276
JNBA Financial Advisors
Minnesota
$19K +$2.22K +100 +14%
AC
277
Avestar Capital
New York
$18K
FRA
278
Front Row Advisors
California
$18K +$6.94K +313 +71%
AA
279
AlphaMark Advisors
Kentucky
$17K
TCM
280
Tradewinds Capital Management
Washington
$16K
TCOV
281
Trust Company of Vermont
Vermont
$16K
KTC
282
Kistler-Tiffany Companies
Pennsylvania
$15K +$111 +5 +0.8%
BWM
283
BerganKDV Wealth Management
Minnesota
$14K
RFM
284
Royal Fund Management
Florida
$14K
PCG
285
Private Capital Group
Connecticut
$14K +$3.35K +151 +30%
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$12K -$22.2K -1,000 -67%
CFN
287
Cordasco Financial Network
Florida
$12K
MSFP
288
Mark Sheptoff Financial Planning
Connecticut
$12K
ACS
289
Archford Capital Strategies
Illinois
$12K +$11.1K +500 New
APC
290
Aspire Private Capital
North Carolina
$11K
SL
291
Salomon & Ludwin
Virginia
$11K
JCM
292
Jacobi Capital Management
Pennsylvania
$10K
WAS
293
Winch Advisory Services
Wisconsin
$10K +$67 +3 +0.8%
RWA
294
Redhawk Wealth Advisors
Minnesota
$10K +$8.87K +400 New
QCIG
295
Quad-Cities Investment Group
Iowa
$9K +$8.1K +365 New
CCM
296
Cribstone Capital Management
Maine
$8K -$8.32K -375 -54%
IF
297
Ironwood Financial
Arizona
$8K
LC
298
Lindbrook Capital
California
$8K +$2.42K +109 +47%
BCA
299
Berman Capital Advisors
Georgia
$8K +$6.9K +311 +740%
CBOA
300
Commonwealth Bank of Australia
Australia
$7K