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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
Massachusetts Financial Services
326
Massachusetts Financial Services
Massachusetts
$259K +$269K +5,282 New
BWP
327
BSW Wealth Partners
Colorado
$258K +$1.63K +32 +0.6%
SEC
328
Seven Eight Capital
New York
$255K +$265K +5,200 New
Simplex Trading
329
Simplex Trading
Illinois
$253K +$215K +4,221 +447%
LRPA
330
L. Roy Papp & Associates
Arizona
$245K
QI
331
QS Investors
New York
$243K -$16.8K -330 -6%
NIM
332
NuWave Investment Management
New Jersey
$243K +$253K +4,963 New
SIC
333
Salem Investment Counselors
North Carolina
$235K
SLAM
334
Swiss Life Asset Management
$230K -$1.43M -28,050 -86%
DADC
335
D.A. Davidson & Co
Montana
$229K +$153 +3 +0.1%
CLOS
336
Compagnie Lombard Odier SCmA
Switzerland
$220K
CAM
337
Cresset Asset Management
Illinois
$220K +$229K +4,497 New
SPIA
338
Steward Partners Investment Advisory
New York
$218K +$14.2K +279 +7%
DC
339
Davenport & Co
Virginia
$213K +$221K +4,337 New
RJT
340
Raymond James Trust
Florida
$212K +$220K +4,325 New
PWC
341
PYA Waltman Capital
Tennessee
$209K +$217K +4,251 New
TFA
342
Teamwork Financial Advisors
Texas
$207K +$216K +4,228 New
EWA
343
Exencial Wealth Advisors
Oklahoma
$206K -$206K -4,038 -49%
S
344
SimplyRich
California
$206K +$214K +4,201 New
Rockefeller Capital Management
345
Rockefeller Capital Management
New York
$197K +$205K +4,020 +57,429%
TRCT
346
Tower Research Capital (TRC)
New York
$183K +$185K +3,635 +3,867%
CG
347
Cutler Group
California
$172K -$1.48M -28,981 -89%
Mitsubishi UFJ Trust & Banking
348
Mitsubishi UFJ Trust & Banking
Japan
$166K -$6.12K -120 -3%
CAW
349
Cornerstone Advisors (Washington)
Washington
$158K +$5.56K +109 +4%
S
350
SignatureFD
Georgia
$150K +$5.25K +103 +3%

WPM Hedge Fund Activity: Q3 2020 in Review

450 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q3 2020, worth a combined $12.8B — up 7.2% from $12B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new WPM positions and 42 closed out — a net gain of 30 holders — while 157 added to existing stakes and 145 trimmed.

The largest buyer was Alleghany Corporation, opening a new position worth an estimated $130M. The largest seller was Franklin Resources, cutting an estimated $260M.

  • 450 institutional investors held Wheaton Precious Metals (WPM) as of Q3 2020, up from 423 in Q2 2020.
  • Funds reported $12.8B of Wheaton Precious Metals stock for Q3 2020, up 7.2% quarter-over-quarter.
  • 72 funds opened new Wheaton Precious Metals positions in Q3 2020 and 42 closed out, a net change of +30 holders.
  • The largest Wheaton Precious Metals buyer in Q3 2020 was Alleghany Corporation, an estimated $130M added.
  • The largest Wheaton Precious Metals seller in Q3 2020 was Franklin Resources, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2020.