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Wheaton Precious Metals
WPM

334 hedge funds and large institutions have $5.3B invested in Wheaton Precious Metals in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 110 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

8% more capital invested

Capital invested by funds: $4.92B → $5.3B (+$380M)

2% more funds holding

Funds holding: 328 → 334 (+6)

7% less call options, than puts

Call options by funds: $71.8M | Put options by funds: $77.4M

8% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 110

2.74% less ownership

Funds ownership: 54.42% → 51.68% (-2.7%)

Holders
334
Holders Change
+6
Holders Change %
+1.83%
% of All Funds
7.65%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
39
Increased
101
Reduced
110
Closed
30
Calls
$71.8M
Puts
$77.4M
Net Calls
-$5.6M
Net Calls Change
+$11.2M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$73.4M
2
PP
Prudential plc
United Kingdom
+$25.3M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$21.8M
4
Goldman Sachs
Goldman Sachs
New York
+$17.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$17.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.8M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$21.7M
3
Franklin Resources
Franklin Resources
California
-$20.9M
4
Morgan Stanley
Morgan Stanley
New York
-$15.9M
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$15.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
351
American International Group
New York
– -$160K -7,836 Closed
BCM
352
Brasada Capital Management
Texas
– -$61K -3,000 Closed
APP
353
Avantax Planning Partners
Iowa
– -$43K -2,110 Closed
KF
354
Krilogy Financial
Missouri
– -$31K -1,500 Closed
WAS
355
WESPAC Advisors SoCal
California
– -$20K -1,000 Closed
WCM
356
Whitener Capital Management
North Carolina
– -$20K -1,000 Closed
GI
357
Gradient Investments
Minnesota
– -$11K -540 Closed
PSC
358
Prentiss Smith & Co
Vermont
– -$8K -400 Closed
SWP
359
Stratos Wealth Partners
Ohio
– -$8K -397 Closed
GRP
360
Global Retirement Partners
California
– -$6K -300 Closed
VCM
361
Virtue Capital Management
Tennessee
– -$5K -260 Closed
MFT
362
Moisand Fitzgerald Tamayo
Florida
– -$4K -200 Closed
LYV
363
Live Your Vision
Pennsylvania
– -$4K -173 Closed
CIP
364
Convergence Investment Partners
Florida
– -$1K -62 Closed
11 12 13 14
15

WPM Hedge Fund Activity: Q2 2018 in Review

334 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q2 2018, worth a combined $5.3B — up 7.7% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WPM positions and 30 closed out — a net gain of 9 holders — while 101 added to existing stakes and 110 trimmed.

The largest buyer was Fidelity International, adding an estimated $73.4M. The largest seller was Fidelity Investments, cutting an estimated $84.8M.

  • 334 institutional investors held Wheaton Precious Metals (WPM) as of Q2 2018, up from 328 in Q1 2018.
  • Funds reported $5.3B of Wheaton Precious Metals stock for Q2 2018, up 7.7% quarter-over-quarter.
  • 39 funds opened new Wheaton Precious Metals positions in Q2 2018 and 30 closed out, a net change of +9 holders.
  • The largest Wheaton Precious Metals buyer in Q2 2018 was Fidelity International, an estimated $73.4M added.
  • The largest Wheaton Precious Metals seller in Q2 2018 was Fidelity Investments, an estimated $84.8M sold.

Based on aggregated 13F filings for Q2 2018.