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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
BWM
376
BerganKDV Wealth Management
Minnesota
$49K +$9.18K +180 +22%
NFG
377
Next Financial Group
Texas
$44K +$45.9K +900 New
VFA
378
Valeo Financial Advisors
Indiana
$39K -$10.2K -200 -20%
PP
379
Pacifica Partners
Canada
$38K -$24.6K -483 -38%
LC
380
Lindbrook Capital
California
$37K
KPCM
381
Kings Point Capital Management
New York
$35K
AA
382
AlphaMark Advisors
Kentucky
$34K
AssetMark Inc
383
AssetMark Inc
California
$34K
PMFA
384
Plante Moran Financial Advisors
Michigan
$34K +$25.5K +500 +250%
TCOV
385
Trust Company of Vermont
Vermont
$32K
HNB
386
Huntington National Bank
Ohio
$31K
KTC
387
Kistler-Tiffany Companies
Pennsylvania
$31K +$51 +1 +0.2%
HWM
388
HighMark Wealth Management
Minnesota
$27K +$51 +1 +0.2%
JFA
389
JNBA Financial Advisors
Minnesota
$25K -$5.1K -100 -17%
JCM
390
Jacobi Capital Management
Pennsylvania
$25K
MSFP
391
Mark Sheptoff Financial Planning
Connecticut
$25K
PCG
392
Private Capital Group
Connecticut
$25K
TCM
393
Tradewinds Capital Management
Washington
$24K
HCP
394
Hexagon Capital Partners
Arkansas
$23K +$25.6K +502 New
AF
395
Allworth Financial
California
$22K +$51 +1 +0.2%
TFA
396
Toth Financial Advisory
Virginia
$22K +$17.8K +349 +349%
WT
397
Whittier Trust
California
$22K +$22.9K +450 New
APC
398
Aspire Private Capital
North Carolina
$22K +$23.2K +456 New
DTIM
399
Danda Trouve Investment Management
Kansas
$21K
WAS
400
Winch Advisory Services
Wisconsin
$20K

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.