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Wheaton Precious Metals

450 hedge funds and large institutions have $12.8B invested in Wheaton Precious Metals in 2020 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 157 increasing their positions, 145 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 42

7% more capital invested

Capital invested by funds: $12B → $12.8B (+$863M)

6% more funds holding

Funds holding: 423450 (+27)

8% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 145

3% more call options, than puts

Call options by funds: $280M | Put options by funds: $271M

1.5% less ownership

Funds ownership: 59.77%58.27% (-1.5%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

Holders
450
Holders Change
+27
Holders Change %
+6.38%
% of All Funds
9.08%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.34%
New
72
Increased
157
Reduced
145
Closed
42
Calls
$280M
Puts
$271M
Net Calls
+$8.91M
Net Calls Change
-$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
351
AIA Investment Management
Singapore
$150K +$22.8K +447 +17%
VCM
352
Vigilant Capital Management
Maine
$147K
AF
353
Advisornet Financial
Minnesota
$147K +$38.2K +750 +33%
FHA
354
Flagship Harbor Advisors
Massachusetts
$144K +$8.21K +161 +6%
MLFP
355
MPS Loria Financial Planners
Illinois
$135K -$35K -686 -20%
BAM
356
Belpointe Asset Management
Nevada
$132K -$116K -2,274 -46%
QCG
357
Quadrant Capital Group
Ohio
$126K +$32.3K +633 +33%
BBHC
358
Brown Brothers Harriman & Co
New York
$120K +$114K +2,243 +1,122%
SSB
359
Sandy Spring Bank
Maryland
$117K
HI
360
Hudock Inc
Pennsylvania
$112K
PA
361
Parallel Advisors
California
$108K -$3.01K -59 -3%
GT
362
Glenmede Trust
Pennsylvania
$105K
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$98K -$51K -1,000 -33%
RCA
364
Ranch Capital Advisors
Florida
$93K
IWP
365
IAG Wealth Partners
Wisconsin
$86K +$4.84K +95 +6%
APA
366
American Portfolios Advisors
New York
$80.4K -$867 -17 -1%
CFG
367
Capstone Financial Group
Oklahoma
$79K +$85.2K +1,672 New
LFG
368
Larson Financial Group
Missouri
$74K -$102 -2 -0.1%
AA
369
Ancora Advisors
Ohio
$69K +$5.1K +100 +8%
GEA
370
Glen Eagle Advisors
New Jersey
$68.5K
NFSG
371
Newbridge Financial Services Group
Florida
$62K +$64K +1,255 New
Credit Agricole
372
Credit Agricole
France
$59K -$40.8K -800 -40%
APWM
373
Atlas Private Wealth Management
New York
$59K
DI
374
Disciplined Investments
Oklahoma
$49K
GCM
375
Gables Capital Management
Florida
$49K

WPM Hedge Fund Activity: Q3 2020 in Review

450 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q3 2020, worth a combined $12.8B — up 7.2% from $12B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new WPM positions and 42 closed out — a net gain of 30 holders — while 157 added to existing stakes and 145 trimmed.

The largest buyer was Alleghany Corporation, opening a new position worth an estimated $130M. The largest seller was Franklin Resources, cutting an estimated $260M.

  • 450 institutional investors held Wheaton Precious Metals (WPM) as of Q3 2020, up from 423 in Q2 2020.
  • Funds reported $12.8B of Wheaton Precious Metals stock for Q3 2020, up 7.2% quarter-over-quarter.
  • 72 funds opened new Wheaton Precious Metals positions in Q3 2020 and 42 closed out, a net change of +30 holders.
  • The largest Wheaton Precious Metals buyer in Q3 2020 was Alleghany Corporation, an estimated $130M added.
  • The largest Wheaton Precious Metals seller in Q3 2020 was Franklin Resources, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2020.