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Wheaton Precious Metals
WPM

328 hedge funds and large institutions have $6.15B invested in Wheaton Precious Metals in 2016 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 127 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 36

13% more capital invested

Capital invested by funds: $5.43B → $6.15B (+$721M)

0% more funds holding

Funds holding: 328 → 328 (0)

4% less call options, than puts

Call options by funds: $200M | Put options by funds: $209M

7% less funds holding in top 10

Funds holding in top 10: 15 → 14 (-1)

17% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 127

Holders
328
Holders Change
–
Holders Change %
0%
% of All Funds
8.75%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.37%
New
41
Increased
105
Reduced
127
Closed
36
Calls
$200M
Puts
$209M
Net Calls
-$8.79M
Net Calls Change
-$17.8M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$72.4M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$68.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$67.8M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$62.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$62.1M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$159M
2
PC
Passport Capital
California
-$70.5M
3
Bank of America
Bank of America
North Carolina
-$49.9M
4
RL
Ruffer LLP
United Kingdom
-$46.1M
5
CGI
CI Global Investments
California
-$41.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
301
WESPAC Advisors SoCal
California
$13.5K – – –
CB
302
Community Bank
New York
$13K – – –
PSC
303
Prentiss Smith & Co
Vermont
$11K – – –
AIM
304
Anchor Investment Management
South Carolina
$10.8K – – –
CFA
305
Carroll Financial Associates
North Carolina
$10K +$11K +400 New
PCP
306
Proficio Capital Partners
Massachusetts
$9K -$688 -25 -7%
BC
307
Barnett & Company
Tennessee
$9K – – –
IF
308
Ironwood Financial
Arizona
$9K – – –
JCM
309
Jacobi Capital Management
Pennsylvania
$9K – – –
BFEC
310
Benjamin F. Edwards & Company
Missouri
$9K +$5.23K +190 +127%
BAM
311
Brave Asset Management
New Jersey
$7K – – –
PWM
312
Perigon Wealth Management
California
$6K +$5.64K +205 New
TFA
313
Transamerica Financial Advisors
Florida
$6K +$5.67K +206 New
ClearBridge Investments
314
ClearBridge Investments
New York
$5K -$2.75K -100 -34%
HDIM
315
Hanson & Doremus Investment Management
Vermont
$5K – – –
LIA
316
LS Investment Advisors
Michigan
$5K – – –
PMFA
317
Plante Moran Financial Advisors
Michigan
$5K – – –
SIC
318
Salem Investment Counselors
North Carolina
$4.53K +$461K +16,748 New
AWM
319
AllSquare Wealth Management
New York
$4K – – –
CHC
320
City Holding Co
West Virginia
$4K – – –
FNBT
321
FineMark National Bank & Trust
Florida
$4K – – –
NHFG
322
New Harbor Financial Group
Massachusetts
$4K – – –
QCG
323
Quadrant Capital Group
Ohio
$3K – – –
BlackRock
324
BlackRock
New York
$2K – – –
WA
325
Winfield Associates
Ohio
$2K – – –
11 12
13
14 15

WPM Hedge Fund Activity: Q3 2016 in Review

328 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q3 2016, worth a combined $6.15B — up 13% from $5.43B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new WPM positions and 36 closed out — a net gain of 5 holders — while 105 added to existing stakes and 127 trimmed.

The largest buyer was Norges Bank, adding an estimated $72.4M. The largest seller was Franklin Resources, cutting an estimated $159M.

  • 328 institutional investors held Wheaton Precious Metals (WPM) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $6.15B of Wheaton Precious Metals stock for Q3 2016, up 13% quarter-over-quarter.
  • 41 funds opened new Wheaton Precious Metals positions in Q3 2016 and 36 closed out, a net change of +5 holders.
  • The largest Wheaton Precious Metals buyer in Q3 2016 was Norges Bank, an estimated $72.4M added.
  • The largest Wheaton Precious Metals seller in Q3 2016 was Franklin Resources, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2016.