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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
EAM
326
Evanson Asset Management
California
$385K
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$378K -$21K -480 -6%
QCG
328
Quadrant Capital Group
Ohio
$377K +$699 +16 +0.2%
AWA
329
Arete Wealth Advisors
Illinois
$366K -$21.9K -500 -6%
QIM
330
Quantitative Investment Management
Virginia
$364K +$331K +7,569 New
BCI
331
Brinker Capital Investments
Pennsylvania
$364K -$5.73K -131 -2%
OPS
332
Orion Portfolio Solutions
Nebraska
$364K +$330K +7,555 New
YCM
333
Yousif Capital Management
Michigan
$363K
ACM
334
Advisors Capital Management
New Jersey
$362K
SPIA
335
Steward Partners Investment Advisory
New York
$361K +$15.3K +350 +5%
AIM
336
Anchor Investment Management
South Carolina
$361K
ALAM
337
Asahi Life Asset Management
Japan
$361K -$42.8K -980 -12%
PWM
338
Perigon Wealth Management
California
$360K +$78.2K +1,789 +31%
SWP
339
Stratos Wealth Partners
Ohio
$359K +$326K +7,461 New
Corient Private Wealth
340
Corient Private Wealth
Florida
$358K +$325K +7,433 New
EVM
341
Evelyn V. Moreno
$349K
CAPTRUST Financial Advisors
342
CAPTRUST Financial Advisors
North Carolina
$348K +$4.37K +100 +1%
TPW
343
Transatlantique Private Wealth
New York
$335K +$304K +6,959 New
Royal London Asset Management
344
Royal London Asset Management
United Kingdom
$332K
GVAG
345
Great Valley Advisor Group
Delaware
$331K +$31.2K +714 +12%
MIM
346
Meixler Investment Management
Arizona
$328K -$19.3K -442 -6%
ISL
347
Ingalls & Snyder LLC
New York
$321K
FI
348
Fractal Investments
Connecticut
$317K
WP
349
WealthSource Partners
California
$310K
QC
350
Quaero Capital
Switzerland
$308K -$114K -2,600 -29%

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.