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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
VCP
376
Verus Capital Partners
Arizona
$7K +$6.4K +234 New
CFN
377
Cordasco Financial Network
Florida
$6K -$7.57K -277 -58%
BBHC
378
Brown Brothers Harriman & Co
New York
$6K
CHC
379
City Holding Co
West Virginia
$6K
LWM
380
Lenox Wealth Management
Ohio
$6K
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$6K
OIA
382
Optimum Investment Advisors
Illinois
$6K
PMFA
383
Plante Moran Financial Advisors
Michigan
$6K
AIM
384
Anchor Investment Management
South Carolina
$5.95K
KPW
385
Kore Private Wealth
New York
$5K +$4.59K +168 New
FP
386
Financial Perspectives
Minnesota
$4.25K +$3.91K +143 New
CAL
387
Capital Analysts LLC
Pennsylvania
$4K
Northwestern Mutual Wealth Management
388
Northwestern Mutual Wealth Management
Wisconsin
$4K +$2.73K +100 +500%
TWA
389
TCI Wealth Advisors
Arizona
$3K -$1.26K -46 -32%
1IA
390
1834 Investment Advisors
Wisconsin
$3K
CTC
391
Central Trust Company
Missouri
$3K
CFGS
392
Concourse Financial Group Securities
Alabama
$3K
LGWM
393
Litman Gregory Wealth Management
California
$3K
SCA
394
Stonebridge Capital Advisors
Minnesota
$3K
TFA
395
Toth Financial Advisory
Virginia
$3K
TVWM
396
Tower View Wealth Management
Wisconsin
$3K
EARNEST Partners
397
EARNEST Partners
Georgia
$2K
JPLA
398
Joseph P. Lucia & Associates
New York
$2K
WCM
399
Wealthcare Capital Management
Virginia
$2K +$1.61K +59 New
MAM
400
Meeder Asset Management
Ohio
$2K +$1.97K +72 New

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.