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Wheaton Precious Metals

450 hedge funds and large institutions have $12.8B invested in Wheaton Precious Metals in 2020 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 157 increasing their positions, 145 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 42

7% more capital invested

Capital invested by funds: $12B → $12.8B (+$863M)

6% more funds holding

Funds holding: 423450 (+27)

8% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 145

3% more call options, than puts

Call options by funds: $280M | Put options by funds: $271M

1.5% less ownership

Funds ownership: 59.77%58.27% (-1.5%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

Holders
450
Holders Change
+27
Holders Change %
+6.38%
% of All Funds
9.08%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.34%
New
72
Increased
157
Reduced
145
Closed
42
Calls
$280M
Puts
$271M
Net Calls
+$8.91M
Net Calls Change
-$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
276
MGO One Seven
Ohio
$436K +$31.1K +610 +7%
AWM
277
AE Wealth Management
Kansas
$431K +$448K +8,780 New
CQS
278
Credential Qtrade Securities
$421K -$63.4K -1,243 -13%
LOAMS
279
Lombard Odier Asset Management (Switzerland)
Switzerland
$419K +$327K +6,407 New
EAM
280
Evanson Asset Management
California
$416K
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$410K -$9.43K -185 -2%
AWA
282
Arete Wealth Advisors
Illinois
$403K +$14.1K +276 +3%
Baillie Gifford & Co
283
Baillie Gifford & Co
United Kingdom
$401K
HCM
284
Highlander Capital Management
New Jersey
$400K -$12.2K -240 -3%
BDS
285
Banco de Sabadell
Florida
$400K
X
286
Xponance
Pennsylvania
$389K +$72.5K +1,423 +22%
RG
287
Retirement Group
California
$388K
BCM
288
Beddow Capital Management
Wyoming
$388K +$403K +7,900 New
Truist Financial
289
Truist Financial
North Carolina
$383K -$80.1K -1,571 -17%
CC
290
Centiva Capital
New York
$383K +$398K +7,809 New
BCM
291
BTR Capital Management
California
$378K
ACM
292
Advisors Capital Management
New Jersey
$370K +$1.83K +36 +0.5%
LOAME
293
Lombard Odier Asset Management (Europe)
United Kingdom
$366K +$286K +5,603 New
IAM
294
ICM Asset Management
Washington
$363K +$20.4K +400 +6%
AP
295
Advisor Partners
California
$362K +$5.46K +107 +1%
EWA
296
EP Wealth Advisors
California
$360K
IA
297
IFP Advisors
Florida
$357K +$59K +1,157 +19%
FVWA
298
Foster Victor Wealth Advisors
South Carolina
$356K +$5.1K +100 +1%
NAM
299
NorthCoast Asset Management
Connecticut
$355K -$1.4M -27,553 -79%
Bessemer Group
300
Bessemer Group
New Jersey
$353K -$1.06M -20,718 -74%