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Wheaton Precious Metals

468 hedge funds and large institutions have $10.6B invested in Wheaton Precious Metals in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 174 increasing their positions, 128 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 59

36% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 128

4% more funds holding

Funds holding: 450468 (+18)

1.75% less ownership

Funds ownership: 58.27%56.52% (-1.8%)

18% less capital invested

Capital invested by funds: $12.8B → $10.6B (-$2.27B)

18% less call options, than puts

Call options by funds: $173M | Put options by funds: $211M

53% less funds holding in top 10

Funds holding in top 10: 178 (-9)

Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
8.28%
Holding in Top 10
8
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-52.94%
% of All Funds
0.14%
New
85
Increased
174
Reduced
128
Closed
59
Calls
$173M
Puts
$211M
Net Calls
-$37.9M
Net Calls Change
-$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
326
Bessemer Group
New Jersey
$239K -$65.2K -1,460 -20%
WCM
327
Weld Capital Management
New York
$238K +$255K +5,712 New
EGM
328
Engineers Gate Manager
New York
$237K +$254K +5,680 New
TA
329
TruWealth Advisors
Louisiana
$237K +$254K +5,687 New
PP
330
Pacifica Partners
Canada
$235K +$215K +4,805 +616%
HH
331
Hilltop Holdings
Texas
$233K +$249K +5,575 New
ISL
332
Ingalls & Snyder LLC
New York
$232K +$249K +5,569 New
BAM
333
Brave Asset Management
New Jersey
$230K
RFC
334
Regions Financial Corp
Alabama
$229K
BWP
335
BSW Wealth Partners
Colorado
$229K +$10.3K +231 +4%
IA
336
IFP Advisors
Florida
$228K -$77K -1,723 -24%
N
337
Natixis
France
$223K +$239K +5,341 New
HB
338
Homrich & Berg
Georgia
$221K +$237K +5,303 New
CA
339
Callahan Advisors
Texas
$219K -$44.7K -1,000 -16%
LWM
340
Laidlaw Wealth Management
New York
$216K +$231K +5,170 New
FFN
341
Focus Financial Network
Minnesota
$214K +$229K +5,118 New
SSA
342
Schonfeld Strategic Advisors
New York
$209K -$918K -20,554 -80%
JWCA
343
J.W. Cole Advisors
Florida
$209K -$43K -963 -16%
BAS
344
Brown Advisory Securities
Maryland
$209K -$22.3K -500 -9%
LRPA
345
L. Roy Papp & Associates
Arizona
$209K
CICI
346
Capital Investment Counsel Inc
North Carolina
$209K +$223K +5,000 New
DADC
347
D.A. Davidson & Co
Montana
$208K +$13.7K +306 +7%
QI
348
QS Investors
New York
$207K
SIC
349
Salem Investment Counselors
North Carolina
$200K
Rockefeller Capital Management
350
Rockefeller Capital Management
New York
$168K

WPM Hedge Fund Activity: Q4 2020 in Review

468 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q4 2020, worth a combined $10.6B — down 18% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new WPM positions and 59 closed out — a net gain of 26 holders — while 174 added to existing stakes and 128 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $140M. The largest seller was Capital International Investors, exiting entirely with an estimated $219M sold.

  • 468 institutional investors held Wheaton Precious Metals (WPM) as of Q4 2020, up from 450 in Q3 2020.
  • Funds reported $10.6B of Wheaton Precious Metals stock for Q4 2020, down 18% quarter-over-quarter.
  • 85 funds opened new Wheaton Precious Metals positions in Q4 2020 and 59 closed out, a net change of +26 holders.
  • The largest Wheaton Precious Metals buyer in Q4 2020 was Massachusetts Financial Services, an estimated $140M added.
  • The largest Wheaton Precious Metals seller in Q4 2020 was Capital International Investors, an estimated $219M sold.

Based on aggregated 13F filings for Q4 2020.