We are live on ! Find out more
WPM icon

Wheaton Precious Metals

407 hedge funds and large institutions have $7.53B invested in Wheaton Precious Metals in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 140 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 34

22% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 115

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

18% more capital invested

Capital invested by funds: $6.38B → $7.53B (+$1.15B)

7% more funds holding

Funds holding: 379407 (+28)

1.96% more ownership

Funds ownership: 54.41%56.36% (+2%)

1% more call options, than puts

Call options by funds: $135M | Put options by funds: $134M

Holders
407
Holders Change
+28
Holders Change %
+7.39%
% of All Funds
8.02%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.26%
New
68
Increased
140
Reduced
115
Closed
34
Calls
$135M
Puts
$134M
Net Calls
+$1.16M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
276
Highlander Capital Management
New Jersey
$249K -$27.1K -990 -11%
MOS
277
MGO One Seven
Ohio
$246K -$5.47K -200 -2%
BDS
278
Banco de Sabadell
Florida
$243K +$186K +6,800 +511%
BCV
279
Banque Cantonale Vaudoise
Switzerland
$238K +$219K +7,996 New
RG
280
Retirement Group
California
$236K +$216K +7,917 New
MCM
281
MAI Capital Management
Ohio
$235K -$34.7K -1,268 -14%
AGA
282
Arkos Global Advisors
Texas
$225K -$10.9K -397 -5%
AAS
283
Avantax Advisory Services
Texas
$221K +$201K +7,369 New
EGM
284
Engineers Gate Manager
New York
$221K +$203K +7,440 New
OR
285
Olympiad Research
Connecticut
$220K +$202K +7,384 New
LOAME
286
Lombard Odier Asset Management (Europe)
United Kingdom
$216K +$153K +5,603 New
EI
287
Ethic Inc
New York
$216K +$199K +7,273 New
VWA
288
V Wealth Advisors
Kansas
$213K
CG
289
Cutler Group
California
$211K -$437K -15,997 -69%
LFAS
290
Level Four Advisory Services
Texas
$207K +$65.6K +2,401 New
CAPTRUST Financial Advisors
291
CAPTRUST Financial Advisors
North Carolina
$204K +$18.5K +677 +11%
GIBU
292
Gulf International Bank (UK)
United Kingdom
$203K
CA
293
Callahan Advisors
Texas
$202K +$186K +6,799 New
Walleye Trading
294
Walleye Trading
New York
$201K -$369K -13,514 -67%
WWM
295
Willingdon Wealth Management
North Carolina
$197K +$51.3K +1,875 +39%
WC
296
Winmill & Co
New York
$179K
Parallax Volatility Advisers
297
Parallax Volatility Advisers
California
$159K +$90K +3,294 +161%
Baillie Gifford & Co
298
Baillie Gifford & Co
United Kingdom
$158K
SIM
299
Sonora Investment Management
Arizona
$149K -$8.2K -300 -6%
SIC
300
Salem Investment Counselors
North Carolina
$142K

WPM Hedge Fund Activity: Q4 2019 in Review

407 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q4 2019, worth a combined $7.53B — up 18% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new WPM positions and 34 closed out — a net gain of 34 holders — while 140 added to existing stakes and 115 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $50.8M. The largest seller was Franklin Resources, cutting an estimated $106M.

  • 407 institutional investors held Wheaton Precious Metals (WPM) as of Q4 2019, up from 379 in Q3 2019.
  • Funds reported $7.53B of Wheaton Precious Metals stock for Q4 2019, up 18% quarter-over-quarter.
  • 68 funds opened new Wheaton Precious Metals positions in Q4 2019 and 34 closed out, a net change of +34 holders.
  • The largest Wheaton Precious Metals buyer in Q4 2019 was Mirae Asset Global Investments, an estimated $50.8M added.
  • The largest Wheaton Precious Metals seller in Q4 2019 was Franklin Resources, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2019.