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Wheaton Precious Metals
WPM

Overview Fund Activity

547 hedge funds and large institutions have $14.6B invested in Wheaton Precious Metals in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 183 increasing their positions, 174 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+32
Holders Change %
+6.21%
% of All Funds
7.96%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
84
Increased
183
Reduced
174
Closed
42
Calls
$236M
Puts
$106M
Net Calls
+$130M
Net Calls Change
-$106M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$463M
2
UBS AM
UBS AM
Illinois
+$92.8M
3
ATN
AMF Tjänstepension
Sweden
+$72.2M
4
B
Barings
North Carolina
+$65.4M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$57.3M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$273M
2
CF
Canoe Financial
Alberta, Canada
-$85.5M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$64.5M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$61.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
276
Focus Partners Advisor Solutions
Missouri
$771K +$5.35K +102 +0.7%
BCP
277
Berkeley Capital Partners
Georgia
$748K -$210 -4 -0%
QI
278
Qtron Investments
Massachusetts
$741K – – –
WDL
279
Well Done LLC
Michigan
$729K +$18.1K +345 +3%
CAM
280
Cresset Asset Management
Illinois
$727K +$200K +3,810 +38%
WS
281
Wedbush Securities
California
$721K +$210K +4,006 +41%
FTDI
282
First Trust Direct Indexing
Massachusetts
$718K +$15.8K +302 +2%
OSAM
283
O'Shaughnessy Asset Management
Connecticut
$714K +$147K +2,812 +26%
SA
284
Sanctuary Advisors
Indiana
$713K +$713K +13,202 New
PHS
285
Pekin Hardy Strauss
Illinois
$713K -$26.1K -497 -4%
PFA
286
Petra Financial Advisors
Colorado
$700K – – –
Cerity Partners
287
Cerity Partners
New York
$690K -$228K -4,358 -25%
JIC
288
Johnson Investment Counsel
Ohio
$676K – – –
Squarepoint
289
Squarepoint
New York
$658K +$658K +12,551 New
GA
290
GoalVest Advisory
New York
$653K +$15.7K +300 +2%
SPIA
291
Steward Partners Investment Advisory
New York
$651K +$19.7K +376 +3%
FT
292
Fiduciary Trust
Massachusetts
$638K – – –
FAM
293
Formidable Asset Management
Ohio
$636K -$441K -8,410 -41%
BONST
294
Bank of Nova Scotia Trust
Ontario, Canada
$631K -$99.5K -1,899 -14%
CCWA
295
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$623K – – –
S
296
SignatureFD
Georgia
$616K -$996 -19 -0.2%
CIM
297
Confluence Investment Management
Missouri
$607K +$15.3K +292 +3%
SI
298
Stephens Inc
Arkansas
$599K +$6.87K +131 +1%
QCM
299
Quantinno Capital Management
New York
$584K +$63K +1,201 +12%
WWP
300
WR Wealth Planners
Missouri
$581K -$37.7K -720 -6%
10 11
12
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