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Wheaton Precious Metals
WPM

Overview Fund Activity

505 hedge funds and large institutions have $11.8B invested in Wheaton Precious Metals in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 161 increasing their positions, 179 reducing their positions, and 55 closing their positions.

Holders
505
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
7.97%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
60
Increased
161
Reduced
179
Closed
55
Calls
$219M
Puts
$153M
Net Calls
+$65.3M
Net Calls Change
-$169M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$360M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$199M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$45.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$46.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$93.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$756M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$205M
3
Twin Tree Management
3
Twin Tree Management
Texas
$11.1M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$189M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$217M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
276
Antonetti Capital Management
Florida
$540K 12,500 – –
VIA
277
Vident Investment Advisory
Georgia
$535K 12,371 -11,049 -47%
API
278
Advisor Partners II
California
$530K 12,264 +1,234 +11%
TCOT
279
Trust Company of Toledo
Ohio
$527K 12,200 – –
FT
280
Fiduciary Trust
Massachusetts
$526K 12,169 – –
CWS
281
Cypress Wealth Services
California
$519K 11,691 -587 -5%
CCWA
282
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$514K 11,888 – –
US Bancorp
283
US Bancorp
Minnesota
$509K 11,787 -3,445 -23%
CAN
284
Cetera Advisor Networks
California
$506K 11,710 +340 +3%
ECM
285
Evergreen Capital Management
Washington
$504K 11,650 -308 -3%
Cerity Partners
286
Cerity Partners
New York
$501K 11,589 +820 +8%
MOS
287
MGO One Seven
Ohio
$499K 11,548 – –
GS
288
GTS Securities
New York
$496K 11,481 +11,481 New
SEC
289
Seven Eight Capital
New York
$494K 11,422 +11,422 New
LA
290
LBP AM
France
$486K 11,218 +11,218 New
MWM
291
Moran Wealth Management
Florida
$485K 11,215 +11,215 New
S
292
SignatureFD
Georgia
$484K 11,199 +25 +0.2%
PC
293
Pecaut & Co
Iowa
$478K 11,050 – –
AA
294
Aire Advisors
California
$475K 11,000 – –
LWCFA
295
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$473K 10,955 +10,955 New
PFM
296
Privium Fund Management
Netherlands
$470K 11,061 +2,240 +25%
MML Investors Services
297
MML Investors Services
Massachusetts
$462K 10,680 +2,502 +31%
USAA
298
United Services Automobile Association
Texas
$456K 10,537 -2,331 -18%
KWA
299
Kingswood Wealth Advisors
California
$448K 10,376 +10,376 New
CAM
300
Cresset Asset Management
Illinois
$448K 10,356 +10,356 New
10 11
12
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