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Wheaton Precious Metals

472 hedge funds and large institutions have $11.2B invested in Wheaton Precious Metals in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 181 increasing their positions, 131 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 131

19% more capital invested

Capital invested by funds: $9.41B → $11.2B (+$1.77B)

1.7% more ownership

Funds ownership: 54.58%56.27% (+1.7%)

6% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 49

0% more funds holding

Funds holding: 471472 (+1)

3% less call options, than puts

Call options by funds: $128M | Put options by funds: $132M

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
472
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
8.22%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
52
Increased
181
Reduced
131
Closed
49
Calls
$128M
Puts
$132M
Net Calls
-$3.52M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
YIH
301
Y-Intercept (HK)
Hong Kong
$363K +$366K +8,238 New
BWP
302
BSW Wealth Partners
Colorado
$351K +$41.7K +938 +13%
SI
303
Stephens Inc
Arkansas
$349K +$24.7K +556 +8%
BCI
304
Brinker Capital Investments
Pennsylvania
$339K +$342K +7,681 New
VHAM
305
Van Hulzen Asset Management
California
$332K -$35.1K -790 -9%
ACM
306
Advisors Capital Management
New Jersey
$331K
BAM
307
Blueshift Asset Management
New Jersey
$331K +$334K +7,507 New
CQS
308
Credential Qtrade Securities
$330K +$72.3K +1,625 +28%
EWA
309
EP Wealth Advisors
California
$326K +$2.8K +63 +0.9%
1WA
310
180 Wealth Advisors
Washington
$323K +$72.8K +1,636 +28%
NAM
311
NorthCoast Asset Management
Connecticut
$320K
SWA
312
Stratos Wealth Advisors
Ohio
$319K +$322K +7,236 New
TCOT
313
Trust Company of Toledo
Ohio
$317K
FVWA
314
Foster Victor Wealth Advisors
South Carolina
$316K
MGIA
315
Moneta Group Investment Advisors
Missouri
$306K +$309K +6,943 New
GIBU
316
Gulf International Bank (UK)
United Kingdom
$301K
ISL
317
Ingalls & Snyder LLC
New York
$300K -$4.45K -100 -1%
CLOS
318
Compagnie Lombard Odier SCmA
Switzerland
$300K
CI
319
Cigna Investments
Connecticut
$297K -$5.87K -132 -2%
BRWA
320
B. Riley Wealth Advisors
Florida
$296K +$10.5K +235 +4%
KPW
321
Kore Private Wealth
New York
$292K +$56.7K +1,274 +24%
B
322
Bellecapital
Switzerland
$284K
NA
323
NewEdge Advisors
Louisiana
$284K +$53.2K +1,195 +23%
RG
324
Retirement Group
California
$283K
AWCI
325
Alpine Woods Capital Investors
New York
$282K +$285K +6,400 New