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Wheaton Precious Metals

323 hedge funds and large institutions have $4.8B invested in Wheaton Precious Metals in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 98 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

11% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 98

10% more capital invested

Capital invested by funds: $4.35B → $4.8B (+$456M)

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

0.03% less ownership

Funds ownership: 56.05%56.02% (-0.03%)

9% less call options, than puts

Call options by funds: $76.3M | Put options by funds: $83.4M

1% less funds holding

Funds holding: 327323 (-4)

Holders
323
Holders Change
-4
Holders Change %
-1.22%
% of All Funds
7.2%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
50
Increased
109
Reduced
98
Closed
50
Calls
$76.3M
Puts
$83.4M
Net Calls
-$7.11M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PRS
351
Pinkerton Retirement Specialists
Idaho
-$60K -3,454 Closed
MYIA
352
Mount Yale Investment Advisors
Colorado
-$36K -2,223 Closed
APP
353
Avantax Planning Partners
Iowa
-$37K -2,110 Closed
SPIA
354
Steward Partners Investment Advisory
New York
-$28K -1,600 Closed
KF
355
Krilogy Financial
Missouri
-$26K -1,500 Closed
FHB
356
First Hawaiian Bank
Hawaii
-$25K -1,400 Closed
FIB
357
First Interstate Bank
Montana
-$21K -1,200 Closed
CPIG
358
Chicago Partners Investment Group
Illinois
-$16K -960 Closed
OGC
359
Oak Grove Capital
New Hampshire
-$14K -800 Closed
AA
360
Ancora Advisors
Ohio
-$12K -700 Closed
Northwestern Mutual Wealth Management
361
Northwestern Mutual Wealth Management
Wisconsin
-$9K -537 Closed
GP
362
Girard Partners
Pennsylvania
-$7K -400 Closed
SWP
363
Stratos Wealth Partners
Ohio
-$7K -400 Closed
TFS
364
TrustCore Financial Services
Tennessee
-$5K -300 Closed
ZB
365
Zions Bancorporation
Utah
-$5K -283 Closed
ICM
366
IMS Capital Management
Oregon
-$4K -200 Closed
PFGIA
367
Patriot Financial Group Insurance Agency
Massachusetts
-$2K -100 Closed
SWMG
368
Signature Wealth Management Group
Georgia
-$2K -100 Closed
TPWA
369
TRUE Private Wealth Advisors
Oregon
-$1.57K -90 Closed
JWM
370
Janiczek Wealth Management
Colorado
-$1K -34 Closed
EWA
371
ERTS Wealth Advisors
Michigan
+$409 +24 New
BCA
372
Berman Capital Advisors
Georgia
+$716 +42 New