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Wheaton Precious Metals

333 hedge funds and large institutions have $5.14B invested in Wheaton Precious Metals in 2017 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 87 increasing their positions, 104 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 30

17% more capital invested

Capital invested by funds: $4.4B → $5.14B (+$738M)

13% more funds holding

Funds holding: 295333 (+38)

1.02% more ownership

Funds ownership: 51.48%52.5% (+1%)

6% less call options, than puts

Call options by funds: $105M | Put options by funds: $112M

16% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 104

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
333
Holders Change
+38
Holders Change %
+12.88%
% of All Funds
7.55%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
70
Increased
87
Reduced
104
Closed
30
Calls
$105M
Puts
$112M
Net Calls
-$6.38M
Net Calls Change
+$4.71M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
301
Stratos Wealth Partners
Ohio
$9K +$8.29K +398 New
AIM
302
Anchor Investment Management
South Carolina
$8.85K
CHC
303
City Holding Co
West Virginia
$8K -$2.29K -110 -24%
IF
304
Ironwood Financial
Arizona
$7K
JAM
305
Jolley Asset Management
North Carolina
$7K
TFS
306
TrustCore Financial Services
Tennessee
$7K +$6.25K +300 New
WAP
307
Wealthcare Advisory Partners
Pennsylvania
$6K
VCM
308
Virtue Capital Management
Tennessee
$6K +$5.42K +260 New
CT
309
CPF Texas
Texas
$6K +$5.79K +278 New
CB
310
Community Bank
New York
$5K -$2.6K -125 -35%
DCM
311
Delpha Capital Management
New York
$5K +$5.15K +247 New
PMFA
312
Plante Moran Financial Advisors
Michigan
$4K
GFP
313
Gryphon Financial Partners
Ohio
$4K +$3.92K +188 New
LYV
314
Live Your Vision
Pennsylvania
$3K
WA
315
Winfield Associates
Ohio
$3K
Walleye Trading
316
Walleye Trading
New York
$2.3K +$802K +38,457 +59%
AIS
317
Accurate Investment Solutions
Pennsylvania
$2K
DBT
318
Dubuque Bank & Trust
Iowa
$2K
TWA
319
TCI Wealth Advisors
Arizona
$2K
ZB
320
Zions Bancorporation
Utah
$2K
EARNEST Partners
321
EARNEST Partners
Georgia
$2K +$1.44K +69 New
FGC
322
Financial Gravity Companies
Texas
$2K +$1.6K +77 New
TVWM
323
Tower View Wealth Management
Wisconsin
$2K +$1.98K +95 New
1IA
324
1834 Investment Advisors
Wisconsin
$2K +$2.08K +100 New
CB
325
CNB Bank
Pennsylvania
$2K +$2.08K +100 New