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Wheaton Precious Metals

450 hedge funds and large institutions have $12.8B invested in Wheaton Precious Metals in 2020 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 157 increasing their positions, 145 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 42

7% more capital invested

Capital invested by funds: $12B → $12.8B (+$863M)

6% more funds holding

Funds holding: 423450 (+27)

8% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 145

3% more call options, than puts

Call options by funds: $280M | Put options by funds: $271M

1.5% less ownership

Funds ownership: 59.77%58.27% (-1.5%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

Holders
450
Holders Change
+27
Holders Change %
+6.38%
% of All Funds
9.08%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.34%
New
72
Increased
157
Reduced
145
Closed
42
Calls
$280M
Puts
$271M
Net Calls
+$8.91M
Net Calls Change
-$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SM
301
SG3 Management
Puerto Rico
$343K +$357K +7,000 New
FIM
302
Freedom Investment Management
Connecticut
$339K -$76.3K -1,496 -18%
MF
303
Magnetar Financial
Illinois
$335K +$348K +6,820 New
FWM
304
Foresight Wealth Management
Utah
$329K
FPS
305
Fieldpoint Private Securities
Connecticut
$328K +$80.8K +1,584 +31%
IFG
306
Independent Financial Group
California
$324K +$23.4K +460 +7%
CI
307
Cigna Investments
Connecticut
$323K
B
308
Bellecapital
Switzerland
$317K
VPIM
309
Vanguard Personalized Indexing Management
California
$312K +$19.7K +387 +6%
Mercer Global Advisors
310
Mercer Global Advisors
Colorado
$309K +$70.8K +1,388 +28%
CA
311
Callahan Advisors
Texas
$307K
SIM
312
Sonora Investment Management
Arizona
$307K +$73.9K +1,450 +30%
GCAC
313
Guardian Capital Advisors (Canada)
Ontario, Canada
$296K -$66.5K -1,305 -18%
WC
314
Winmill & Co
New York
$294K
JWCA
315
J.W. Cole Advisors
Florida
$293K +$305K +5,975 New
BRWA
316
B. Riley Wealth Advisors
Florida
$292K +$303K +5,945 New
AT
317
Arden Trust
Delaware
$277K
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$276K
IAA
319
Independent Advisor Alliance
North Carolina
$276K +$287K +5,625 New
BAS
320
Brown Advisory Securities
Maryland
$270K +$280K +5,500 New
RFC
321
Regions Financial Corp
Alabama
$269K
BAM
322
Brave Asset Management
New Jersey
$269K +$280K +5,500 New
CAN
323
Cetera Advisor Networks
California
$266K +$10.1K +199 +4%
DWM
324
Dorchester Wealth Management
Quebec, Canada
$264K
VHAM
325
Van Hulzen Asset Management
California
$260K -$23.2K -455 -8%