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Wheaton Precious Metals

407 hedge funds and large institutions have $7.53B invested in Wheaton Precious Metals in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 140 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 34

22% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 115

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

18% more capital invested

Capital invested by funds: $6.38B → $7.53B (+$1.15B)

7% more funds holding

Funds holding: 379407 (+28)

1.96% more ownership

Funds ownership: 54.41%56.36% (+2%)

1% more call options, than puts

Call options by funds: $135M | Put options by funds: $134M

Holders
407
Holders Change
+28
Holders Change %
+7.39%
% of All Funds
8.02%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.26%
New
68
Increased
140
Reduced
115
Closed
34
Calls
$135M
Puts
$134M
Net Calls
+$1.16M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
326
Glen Eagle Advisors
New Jersey
$41.7K
SI
327
Sprott Inc
Ontario, Canada
$41K +$2.76M +100,944 +11%
CAM
328
Close Asset Management
United Kingdom
$41K
AA
329
Ancora Advisors
Ohio
$39K +$35.5K +1,300 New
APWM
330
Atlas Private Wealth Management
New York
$36K +$32.8K +1,200 New
BCI
331
Brinker Capital Investments
Pennsylvania
$32K
SPIA
332
Steward Partners Investment Advisory
New York
$32K +$27.3K +1,000 +909%
FGAM
333
Financial Gravity Asset Management
Texas
$30K -$55 -2 -10%
GCM
334
Gables Capital Management
Florida
$30K
DI
335
Disciplined Investments
Oklahoma
$30K +$27.3K +1,000 New
ACM
336
Allred Capital Management
Texas
$29.7K +$27.3K +1,000 New
SWM
337
Selective Wealth Management
Virginia
$27K
VFA
338
Valeo Financial Advisors
Indiana
$27K
WAP
339
Wealthcare Advisory Partners
Pennsylvania
$25K
BWM
340
BerganKDV Wealth Management
Minnesota
$24K
FRA
341
Front Row Advisors
California
$22K
ME
342
McIlrath & Eck
Washington
$22K
SL
343
Salomon & Ludwin
Virginia
$22K +$8.2K +300 +67%
LC
344
Lindbrook Capital
California
$22K +$10.6K +386 +113%
CFFP
345
Center for Financial Planning
Michigan
$22K +$19.8K +725 New
AA
346
AlphaMark Advisors
Kentucky
$21K
OSAM
347
O'Shaughnessy Asset Management
Connecticut
$21K +$19.2K +704 New
TCM
348
Tradewinds Capital Management
Washington
$20K
OPS
349
Orion Portfolio Solutions
Nebraska
$20K +$17.9K +656 New
TCOV
350
Trust Company of Vermont
Vermont
$19K

WPM Hedge Fund Activity: Q4 2019 in Review

407 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q4 2019, worth a combined $7.53B — up 18% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new WPM positions and 34 closed out — a net gain of 34 holders — while 140 added to existing stakes and 115 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $50.8M. The largest seller was Franklin Resources, cutting an estimated $106M.

  • 407 institutional investors held Wheaton Precious Metals (WPM) as of Q4 2019, up from 379 in Q3 2019.
  • Funds reported $7.53B of Wheaton Precious Metals stock for Q4 2019, up 18% quarter-over-quarter.
  • 68 funds opened new Wheaton Precious Metals positions in Q4 2019 and 34 closed out, a net change of +34 holders.
  • The largest Wheaton Precious Metals buyer in Q4 2019 was Mirae Asset Global Investments, an estimated $50.8M added.
  • The largest Wheaton Precious Metals seller in Q4 2019 was Franklin Resources, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2019.