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Wheaton Precious Metals

323 hedge funds and large institutions have $4.8B invested in Wheaton Precious Metals in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 98 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

11% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 98

10% more capital invested

Capital invested by funds: $4.35B → $4.8B (+$456M)

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

0.03% less ownership

Funds ownership: 56.05%56.02% (-0.03%)

9% less call options, than puts

Call options by funds: $76.3M | Put options by funds: $83.4M

1% less funds holding

Funds holding: 327323 (-4)

Holders
323
Holders Change
-4
Holders Change %
-1.22%
% of All Funds
7.2%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
50
Increased
109
Reduced
98
Closed
50
Calls
$76.3M
Puts
$83.4M
Net Calls
-$7.11M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
301
Lindbrook Capital
California
$4K +$3.97K +233 New
MPWT
302
MassMutual Private Wealth & Trust
Connecticut
$3.91K +$3.41K +200 New
PAMU
303
Pictet Asset Management (UK)
United Kingdom
$3.27K +$42.6K +2,500 +2%
BC
304
Barnett & Company
Tennessee
$3K
LWM
305
Lenox Wealth Management
Ohio
$2K -$5.78K -339 -81%
1IA
306
1834 Investment Advisors
Wisconsin
$2K
CB
307
CNB Bank
Pennsylvania
$2K
DBT
308
Dubuque Bank & Trust
Iowa
$2K
LGWM
309
Litman Gregory Wealth Management
California
$2K
TWA
310
TCI Wealth Advisors
Arizona
$2K
TVWM
311
Tower View Wealth Management
Wisconsin
$2K
PWMG
312
Prestige Wealth Management Group
New Jersey
$2K +$1.38K +81 New
EWM
313
Executive Wealth Management
Michigan
$2K +$1.71K +100 New
TFA
314
Toth Financial Advisory
Virginia
$2K +$1.71K +100 New
AIA
315
Alera Investment Advisors
Illinois
$2K +$1.76K +103 New
BFC
316
Bedel Financial Consulting
Indiana
$1K
EARNEST Partners
317
EARNEST Partners
Georgia
$1K
LFG
318
Larson Financial Group
Missouri
$1K +$819 +48 New
CCM
319
Covington Capital Management
California
$1K +$853 +50 New
FGC
320
Financial Gravity Companies
Texas
$1K +$1.16K +68 New
GT
321
Glenmede Trust
Pennsylvania
$43 +$37.8K +2,216 New
Assenagon Asset Management
322
Assenagon Asset Management
Luxembourg
-$31.1M -1,775,292 Closed
SC
323
Selz Capital
New York
-$11.7M -669,300 Closed
EIG
324
EdgePoint Investment Group
Ontario, Canada
-$11.6M -662,273 Closed
HAM
325
Highstreet Asset Management
Ontario, Canada
-$7.51M -429,306 Closed