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Wheaton Precious Metals

505 hedge funds and large institutions have $13.4B invested in Wheaton Precious Metals in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 166 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $414M | Put options by funds: $179M

21% more capital invested

Capital invested by funds: $11B → $13.4B (+$2.35B)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

4% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 160

2% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 49

0.8% more ownership

Funds ownership: 60.48%61.28% (+0.8%)

2% less funds holding

Funds holding: 513505 (-8)

Holders
505
Holders Change
-8
Holders Change %
-1.56%
% of All Funds
8.05%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
50
Increased
166
Reduced
160
Closed
49
Calls
$414M
Puts
$179M
Net Calls
+$234M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
301
Advisors Asset Management
Colorado
$515K -$14.3K -328 -3%
GCAC
302
Guardian Capital Advisors (Canada)
Ontario, Canada
$508K +$46.6K +1,065 +12%
EIM
303
Essex Investment Management
Massachusetts
$505K -$36.2K -827 -7%
NCM
304
NCM Capital Management
New Jersey
$492K
VPI
305
Value Partners Investments
Manitoba, Canada
$492K +$30.3K +692 +7%
APA
306
Astoria Portfolio Advisors
New York
$488K
OC
307
Oppenheimer & Co
New York
$487K -$1.35K -31 -0.3%
BCM
308
Bayesian Capital Management
New York
$475K -$879K -20,100 -67%
KWM
309
Kingsview Wealth Management
Oregon
$466K -$3.28K -75 -0.8%
HI
310
Harbour Investments
Wisconsin
$464K -$22.2K -508 -5%
MCM
311
MAI Capital Management
Ohio
$460K +$4.11K +94 +1%
VWA
312
V Wealth Advisors
Kansas
$459K
VPIM
313
Vanguard Personalized Indexing Management
California
$448K +$36.3K +831 +10%
KIA
314
KCM Investment Advisors
California
$431K
WS
315
Wedbush Securities
California
$426K -$104K -2,377 -21%
PFM
316
Privium Fund Management
Netherlands
$425K -$206K -4,720 -35%
JMPWA
317
JP Morgan Private Wealth Advisors
California
$424K +$139K +3,188 +57%
UCI
318
Uncommon Cents Investing
Wisconsin
$419K
CI
319
Cigna Investments
Connecticut
$407K -$2.01K -46 -0.5%
SWM
320
Silverlake Wealth Management
Vermont
$405K +$21.9K +500 +6%
IFG
321
Independent Financial Group
California
$396K +$3.63K +83 +1%
MML Investors Services
322
MML Investors Services
Massachusetts
$394K -$61K -1,395 -15%
RPA
323
Rock Point Advisors
Vermont
$392K
DGAM
324
Desjardins Global Asset Management
Quebec, Canada
$386K
CII
325
Capital International Inc
California
$386K +$4.46K +102 +1%

WPM Hedge Fund Activity: Q1 2023 in Review

505 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q1 2023, worth a combined $13.4B — up 21% from $11B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new WPM positions and 49 closed out — a net gain of 1 holder — while 166 added to existing stakes and 160 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $226M. The largest seller was Royal Bank of Canada, cutting an estimated $86.8M.

  • 505 institutional investors held Wheaton Precious Metals (WPM) as of Q1 2023, down from 513 in Q4 2022.
  • Funds reported $13.4B of Wheaton Precious Metals stock for Q1 2023, up 21% quarter-over-quarter.
  • 50 funds opened new Wheaton Precious Metals positions in Q1 2023 and 49 closed out, a net change of +1 holder.
  • The largest Wheaton Precious Metals buyer in Q1 2023 was Fidelity Investments, an estimated $226M added.
  • The largest Wheaton Precious Metals seller in Q1 2023 was Royal Bank of Canada, an estimated $86.8M sold.

Based on aggregated 13F filings for Q1 2023.