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Wheaton Precious Metals

407 hedge funds and large institutions have $7.53B invested in Wheaton Precious Metals in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 140 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 34

22% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 115

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

18% more capital invested

Capital invested by funds: $6.38B → $7.53B (+$1.15B)

7% more funds holding

Funds holding: 379407 (+28)

1.96% more ownership

Funds ownership: 54.41%56.36% (+2%)

1% more call options, than puts

Call options by funds: $135M | Put options by funds: $134M

Holders
407
Holders Change
+28
Holders Change %
+7.39%
% of All Funds
8.02%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.26%
New
68
Increased
140
Reduced
115
Closed
34
Calls
$135M
Puts
$134M
Net Calls
+$1.16M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
351
Kistler-Tiffany Companies
Pennsylvania
$19K +$55 +2 +0.3%
ED
352
Exane Derivatives
France
$18.6K -$52.8K -1,930 -74%
JFA
353
JNBA Financial Advisors
Minnesota
$18K
RFM
354
Royal Fund Management
Florida
$17K
MSFP
355
Mark Sheptoff Financial Planning
Connecticut
$15K
Mitsubishi UFJ Trust & Banking
356
Mitsubishi UFJ Trust & Banking
Japan
$15K +$5.71K +209 +70%
CQS
357
Credential Qtrade Securities
$14.9K +$13.7K +500 New
APC
358
Aspire Private Capital
North Carolina
$14K
PCG
359
Private Capital Group
Connecticut
$14K
1W
360
1776 Wealth
Georgia
$14K +$13.7K +500 New
DTIM
361
Danda Trouve Investment Management
Kansas
$13K +$11.6K +423 New
WQ
362
Wealth Quarterback
New Jersey
$12.7K +$11.7K +428 New
JCM
363
Jacobi Capital Management
Pennsylvania
$12K
WAS
364
Winch Advisory Services
Wisconsin
$12K +$27 +1 +0.2%
RIA
365
Realta Investment Advisors
Delaware
$12K +$6.15K +225 +113%
GDP
366
Great Diamond Partners
Maine
$11K +$10.9K +400 New
CCM
367
Cribstone Capital Management
Maine
$10K
IF
368
Ironwood Financial
Arizona
$10K
SFS
369
Sowell Financial Services
Arkansas
$10K
BCA
370
Berman Capital Advisors
Georgia
$10K +$27 +1 +0.3%
SF
371
Synovus Financial
Georgia
$9K
TFS
372
TrustCore Financial Services
Tennessee
$9K
AIC
373
Ameritas Investment Company
Nebraska
$8K
ZB
374
Zions Bancorporation
Utah
$8K
GAM
375
Gemmer Asset Management
California
$7K

WPM Hedge Fund Activity: Q4 2019 in Review

407 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q4 2019, worth a combined $7.53B — up 18% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new WPM positions and 34 closed out — a net gain of 34 holders — while 140 added to existing stakes and 115 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $50.8M. The largest seller was Franklin Resources, cutting an estimated $106M.

  • 407 institutional investors held Wheaton Precious Metals (WPM) as of Q4 2019, up from 379 in Q3 2019.
  • Funds reported $7.53B of Wheaton Precious Metals stock for Q4 2019, up 18% quarter-over-quarter.
  • 68 funds opened new Wheaton Precious Metals positions in Q4 2019 and 34 closed out, a net change of +34 holders.
  • The largest Wheaton Precious Metals buyer in Q4 2019 was Mirae Asset Global Investments, an estimated $50.8M added.
  • The largest Wheaton Precious Metals seller in Q4 2019 was Franklin Resources, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2019.