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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
IAA
326
Independent Advisor Alliance
North Carolina
$281K -$8.85K -199 -3%
DWM
327
Dorchester Wealth Management
Quebec, Canada
$281K +$41.2K +925 +17%
IFG
328
Independent Financial Group
California
$279K +$89 +2 +0%
VI
329
Versor Investments
New York
$278K +$280K +6,300 New
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$276K
TA
331
TruWealth Advisors
Louisiana
$276K +$25.9K +583 +10%
FHB
332
First Hawaiian Bank
Hawaii
$275K +$278K +6,246 New
IAN
333
Integrated Advisors Network
Texas
$271K +$30.8K +692 +13%
CICI
334
Capital Investment Counsel Inc
North Carolina
$269K +$4.45K +100 +2%
WC
335
Winmill & Co
New York
$264K
WP
336
WealthSource Partners
California
$262K
HH
337
Hilltop Holdings
Texas
$262K +$7.38K +166 +3%
FC
338
FORA Capital
Florida
$259K +$261K +5,866 New
Bessemer Group
339
Bessemer Group
New Jersey
$256K +$3.6K +81 +1%
TGAM
340
TBH Global Asset Management
Tennessee
$256K +$258K +5,810 New
CAPTRUST Financial Advisors
341
CAPTRUST Financial Advisors
North Carolina
$252K -$24.5K -550 -9%
AP
342
Advisor Partners
California
$252K -$8.85K -199 -3%
DADC
343
D.A. Davidson & Co
Montana
$252K +$254K +5,712 New
HCM
344
Highlander Capital Management
New Jersey
$249K -$22.7K -510 -8%
RFC
345
Regions Financial Corp
Alabama
$247K
BAM
346
Brave Asset Management
New Jersey
$242K
VIA
347
Vident Investment Advisory
Georgia
$241K +$243K +5,453 New
KLCM
348
KG&L Capital Management
Louisiana
$237K +$623 +14 +0.3%
HB
349
Homrich & Berg
Georgia
$234K +$712 +16 +0.3%
PFA
350
Pure Financial Advisors
California
$234K +$236K +5,300 New