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Wheaton Precious Metals

340 hedge funds and large institutions have $5.89B invested in Wheaton Precious Metals in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 111 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 111

1% more call options, than puts

Call options by funds: $93.9M | Put options by funds: $92.8M

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

1% less capital invested

Capital invested by funds: $5.92B → $5.89B (-$30.8M)

1% less funds holding

Funds holding: 343340 (-3)

1.39% less ownership

Funds ownership: 56.49%55.1% (-1.4%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
340
Holders Change
-3
Holders Change %
-0.87%
% of All Funds
7.38%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.17%
New
36
Increased
121
Reduced
111
Closed
36
Calls
$93.9M
Puts
$92.8M
Net Calls
+$1.02M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
301
Synovus Financial
Georgia
$7K
TFS
302
TrustCore Financial Services
Tennessee
$7K
CI
303
CX Institutional
Indiana
$7K +$6.17K +278 New
AIM
304
Anchor Investment Management
South Carolina
$6.17K +$1.22K +55 +28%
Parallax Volatility Advisers
305
Parallax Volatility Advisers
California
$6K -$43.5K -1,959 -88%
PA
306
Parallel Advisors
California
$6K -$16.9K -763 -74%
CB
307
Community Bank
New York
$6K
ZB
308
Zions Bancorporation
Utah
$6K
BBHC
309
Brown Brothers Harriman & Co
New York
$5K
CHC
310
City Holding Co
West Virginia
$5K
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$5K
OIA
312
Optimum Investment Advisors
Illinois
$5K
PMFA
313
Plante Moran Financial Advisors
Michigan
$5K
WAP
314
Wealthcare Advisory Partners
Pennsylvania
$5K +$44 +2 +1%
CAL
315
Capital Analysts LLC
Pennsylvania
$4K
PCP
316
Proficio Capital Partners
Massachusetts
$4K +$555 +25 +16%
LWM
317
Lenox Wealth Management
Ohio
$4K +$2.68K +121 +153%
AOWM
318
Alpha Omega Wealth Management
Virginia
$3K -$8.32K -375 -75%
LGWM
319
Litman Gregory Wealth Management
California
$3K
CFGS
320
Concourse Financial Group Securities
Alabama
$2K -$13.3K -600 -86%
CTC
321
Central Trust Company
Missouri
$2K -$3.93K -177 -64%
1IA
322
1834 Investment Advisors
Wisconsin
$2K
CB
323
CNB Bank
Pennsylvania
$2K
EARNEST Partners
324
EARNEST Partners
Georgia
$2K
GSWM
325
Golden State Wealth Management
California
$2K