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Wheaton Precious Metals

468 hedge funds and large institutions have $10.6B invested in Wheaton Precious Metals in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 174 increasing their positions, 128 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 59

36% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 128

4% more funds holding

Funds holding: 450468 (+18)

1.75% less ownership

Funds ownership: 58.27%56.52% (-1.8%)

18% less capital invested

Capital invested by funds: $12.8B → $10.6B (-$2.27B)

18% less call options, than puts

Call options by funds: $173M | Put options by funds: $211M

53% less funds holding in top 10

Funds holding in top 10: 178 (-9)

Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
8.28%
Holding in Top 10
8
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-52.94%
% of All Funds
0.14%
New
85
Increased
174
Reduced
128
Closed
59
Calls
$173M
Puts
$211M
Net Calls
-$37.9M
Net Calls Change
-$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
376
American Portfolios Advisors
New York
$62.3K -$6.7K -150 -9%
PWPS
377
Pinnacle Wealth Planning Services
Ohio
$60K +$63.9K +1,430 New
AL
378
ADE LLC
Maryland
$59K +$63K +1,410 New
GEA
379
Glen Eagle Advisors
New Jersey
$58.4K
AA
380
Ancora Advisors
Ohio
$58K
BCA
381
Berman Capital Advisors
Georgia
$54K +$51.5K +1,153 +779%
NFSG
382
Newbridge Financial Services Group
Florida
$53K +$134 +3 +0.2%
APWM
383
Atlas Private Wealth Management
New York
$50K
Credit Agricole
384
Credit Agricole
France
$50K
OSAM
385
O'Shaughnessy Asset Management
Connecticut
$47K -$8.49M -190,140 -99%
BWM
386
BerganKDV Wealth Management
Minnesota
$42K
DI
387
Disciplined Investments
Oklahoma
$42K
GCM
388
Gables Capital Management
Florida
$42K
TI
389
tru Independence
Oregon
$41.7K +$44.7K +1,000 New
NFG
390
Next Financial Group
Texas
$38K
HWM
391
HighMark Wealth Management
Minnesota
$34K +$11.7K +261 +47%
D
392
Diversified
Delaware
$33K +$30.1K +675 New
AG
393
Ashmore Group
United Kingdom
$32K -$14.1M -315,000 -29%
LC
394
Lindbrook Capital
California
$32K +$983 +22 +3%
KPCM
395
Kings Point Capital Management
New York
$30K
AssetMark Inc
396
AssetMark Inc
California
$29K -$179 -4 -0.6%
AA
397
AlphaMark Advisors
Kentucky
$29K
PMFA
398
Plante Moran Financial Advisors
Michigan
$29K
TCOV
399
Trust Company of Vermont
Vermont
$27K
KTC
400
Kistler-Tiffany Companies
Pennsylvania
$27K +$89 +2 +0.3%

WPM Hedge Fund Activity: Q4 2020 in Review

468 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q4 2020, worth a combined $10.6B — down 18% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new WPM positions and 59 closed out — a net gain of 26 holders — while 174 added to existing stakes and 128 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $140M. The largest seller was Capital International Investors, exiting entirely with an estimated $219M sold.

  • 468 institutional investors held Wheaton Precious Metals (WPM) as of Q4 2020, up from 450 in Q3 2020.
  • Funds reported $10.6B of Wheaton Precious Metals stock for Q4 2020, down 18% quarter-over-quarter.
  • 85 funds opened new Wheaton Precious Metals positions in Q4 2020 and 59 closed out, a net change of +26 holders.
  • The largest Wheaton Precious Metals buyer in Q4 2020 was Massachusetts Financial Services, an estimated $140M added.
  • The largest Wheaton Precious Metals seller in Q4 2020 was Capital International Investors, an estimated $219M sold.

Based on aggregated 13F filings for Q4 2020.