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Wheaton Precious Metals

327 hedge funds and large institutions have $4.35B invested in Wheaton Precious Metals in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 101 increasing their positions, 123 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.37% more ownership

Funds ownership: 51.68%56.05% (+4.4%)

2% less funds holding

Funds holding: 334327 (-7)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 123

18% less capital invested

Capital invested by funds: $5.3B → $4.35B (-$952M)

34% less call options, than puts

Call options by funds: $45.8M | Put options by funds: $69.2M

Holders
327
Holders Change
-7
Holders Change %
-2.1%
% of All Funds
7.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
36
Increased
101
Reduced
123
Closed
40
Calls
$45.8M
Puts
$69.2M
Net Calls
-$23.4M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
301
Zions Bancorporation
Utah
$5K +$5.43K +283 New
TRCT
302
Tower Research Capital (TRC)
New York
$4K -$310K -16,151 -99%
WAP
303
Wealthcare Advisory Partners
Pennsylvania
$4K -$4.78K -249 -54%
BBHC
304
Brown Brothers Harriman & Co
New York
$4K
CB
305
Community Bank
New York
$4K
OIA
306
Optimum Investment Advisors
Illinois
$4K
ICM
307
IMS Capital Management
Oregon
$4K +$3.83K +200 New
QCG
308
Quadrant Capital Group
Ohio
$3K -$8.73K -455 -61%
CHC
309
City Holding Co
West Virginia
$3K
PGWM
310
Parisi Gray Wealth Management
New Jersey
$3K
PMFA
311
Plante Moran Financial Advisors
Michigan
$3K
PFGIA
312
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$10.8K -563 -85%
1IA
313
1834 Investment Advisors
Wisconsin
$2K
BC
314
Barnett & Company
Tennessee
$2K
CB
315
CNB Bank
Pennsylvania
$2K
DBT
316
Dubuque Bank & Trust
Iowa
$2K
LGWM
317
Litman Gregory Wealth Management
California
$2K
SWMG
318
Signature Wealth Management Group
Georgia
$2K
TWA
319
TCI Wealth Advisors
Arizona
$2K
TVWM
320
Tower View Wealth Management
Wisconsin
$2K
TPWA
321
TRUE Private Wealth Advisors
Oregon
$1.57K +$1.73K +90 New
EARNEST Partners
322
EARNEST Partners
Georgia
$1K
JWM
323
Janiczek Wealth Management
Colorado
$1K +$652 +34 New
UBS AM
324
UBS AM
Illinois
$893 -$26.9M -1,405,324 -100%
FRA
325
Front Row Advisors
California
$7 -$38 -2 -0.5%

WPM Hedge Fund Activity: Q3 2018 in Review

327 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q3 2018, worth a combined $4.35B — down 18% from $5.3B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WPM and 36 opened new positions — a net loss of 4 holders — while 123 trimmed existing stakes and 101 added.

The largest buyer was Ruffer LLP, adding an estimated $79.4M. The largest seller was Carmignac Gestion, cutting an estimated $56M.

  • 327 institutional investors held Wheaton Precious Metals (WPM) as of Q3 2018, down from 334 in Q2 2018.
  • Funds reported $4.35B of Wheaton Precious Metals stock for Q3 2018, down 18% quarter-over-quarter.
  • 36 funds opened new Wheaton Precious Metals positions in Q3 2018 and 40 closed out, a net change of -4 holders.
  • The largest Wheaton Precious Metals buyer in Q3 2018 was Ruffer LLP, an estimated $79.4M added.
  • The largest Wheaton Precious Metals seller in Q3 2018 was Carmignac Gestion, an estimated $56M sold.

Based on aggregated 13F filings for Q3 2018.