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Wheaton Precious Metals
WPM

Overview Fund Activity

406 hedge funds and large institutions have $7.52B invested in Wheaton Precious Metals in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 139 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+28
Holders Change %
+7.41%
% 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
139
Reduced
115
Closed
34
Calls
$135M
Puts
$134M
Net Calls
+$1.16M
Net Calls Change
-$2.83M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$125M
2
Man Group
2
Man Group
United Kingdom
$67.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$252M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$34.1M
5
National Pension Service
5
National Pension Service
South Korea
$31.1M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.13B
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$32.4M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$149M
4
BHC
4
Bowen Hanes & Co
Florida
$1.12M
5
Fidelity International
5
Fidelity International
Bermuda
$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFN
376
Cordasco Financial Network
Florida
$6K -$8.15K -277 -58%
LWM
377
Lenox Wealth Management
Ohio
$6K – – –
PMFA
378
Plante Moran Financial Advisors
Michigan
$6K – – –
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$6K – – –
BBHC
380
Brown Brothers Harriman & Co
New York
$6K – – –
CHC
381
City Holding Co
West Virginia
$6K – – –
OIA
382
Optimum Investment Advisors
Illinois
$6K – – –
AIM
383
Anchor Investment Management
South Carolina
$5.95K – – –
KPW
384
Kore Private Wealth
New York
$5K +$5K +168 New
FP
385
Financial Perspectives
Minnesota
$4.25K +$4.25K +143 New
CAL
386
Capital Analysts LLC
Pennsylvania
$4K – – –
Northwestern Mutual Wealth Management
387
Northwestern Mutual Wealth Management
Wisconsin
$4K +$3.33K +100 +500%
TWA
388
TCI Wealth Advisors
Arizona
$3K -$1.38K -46 -32%
1IA
389
1834 Investment Advisors
Wisconsin
$3K – – –
CFGS
390
Concourse Financial Group Securities
Alabama
$3K – – –
TFA
391
Toth Financial Advisory
Virginia
$3K – – –
CTC
392
Central Trust Company
Missouri
$3K – – –
LGWM
393
Litman Gregory Wealth Management
California
$3K – – –
SCA
394
Stonebridge Capital Advisors
Minnesota
$3K – – –
TVWM
395
Tower View Wealth Management
Wisconsin
$3K – – –
JPLA
396
Joseph P. Lucia & Associates
New York
$2K – – –
EARNEST Partners
397
EARNEST Partners
Georgia
$2K – – –
WCM
398
Wealthcare Capital Management
Virginia
$2K +$2K +59 New
MAM
399
Meeder Asset Management
Ohio
$2K +$2K +72 New
TFA
400
Tobias Financial Advisors
Florida
$2K +$2K +100 New
14 15
16
17 18