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Wheaton Precious Metals

472 hedge funds and large institutions have $11.2B invested in Wheaton Precious Metals in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 181 increasing their positions, 131 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 131

19% more capital invested

Capital invested by funds: $9.41B → $11.2B (+$1.77B)

1.7% more ownership

Funds ownership: 54.58%56.27% (+1.7%)

6% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 49

0% more funds holding

Funds holding: 471472 (+1)

3% less call options, than puts

Call options by funds: $128M | Put options by funds: $132M

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
472
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
8.22%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
52
Increased
181
Reduced
131
Closed
49
Calls
$128M
Puts
$132M
Net Calls
-$3.52M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
376
Huntington National Bank
Ohio
$108K +$81.4K +1,830 +294%
BAM
377
Belpointe Asset Management
Nevada
$105K +$105K +2,360 New
IA
378
IFP Advisors
Florida
$101K -$90.3K -2,030 -47%
Fifth Third Bancorp
379
Fifth Third Bancorp
Ohio
$99K +$6.67K +150 +7%
HI
380
Hudock Inc
Pennsylvania
$88K
RCA
381
Ranch Capital Advisors
Florida
$84K
IWP
382
IAG Wealth Partners
Wisconsin
$77K
SSB
383
Sandy Spring Bank
Maryland
$69K +$4.67K +105 +7%
APA
384
American Portfolios Advisors
New York
$68K
LFG
385
Larson Financial Group
Missouri
$67K
AssetMark Inc
386
AssetMark Inc
California
$64K +$3.11K +70 +5%
AA
387
Ancora Advisors
Ohio
$62K
GEA
388
Glen Eagle Advisors
New Jersey
$61.7K
HWM
389
HighMark Wealth Management
Minnesota
$54K +$267 +6 +0.5%
Credit Agricole
390
Credit Agricole
France
$53K
AA
391
AlphaMark Advisors
Kentucky
$53K +$22.2K +500 +71%
NFG
392
Next Financial Group
Texas
$48K
JEST
393
JTC Employer Solutions Trustee
Jersey
$48K +$48.2K +1,084 New
DI
394
Disciplined Investments
Oklahoma
$44K
FI
395
FormulaFolio Investments
Michigan
$44K
GCM
396
Gables Capital Management
Florida
$44K
LC
397
Lindbrook Capital
California
$38K
NFSG
398
Newbridge Financial Services Group
Florida
$36K -$19.2K -432 -34%
MFA
399
McClarren Financial Advisors
Pennsylvania
$36K +$37.2K +837 New
MSFP
400
Mark Sheptoff Financial Planning
Connecticut
$33K +$11.1K +250 +50%