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Wheaton Precious Metals

505 hedge funds and large institutions have $13.4B invested in Wheaton Precious Metals in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 166 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $414M | Put options by funds: $179M

21% more capital invested

Capital invested by funds: $11B → $13.4B (+$2.35B)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

4% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 160

2% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 49

0.8% more ownership

Funds ownership: 60.48%61.28% (+0.8%)

2% less funds holding

Funds holding: 513505 (-8)

Holders
505
Holders Change
-8
Holders Change %
-1.56%
% of All Funds
8.05%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
50
Increased
166
Reduced
160
Closed
49
Calls
$414M
Puts
$179M
Net Calls
+$234M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
376
Dynamic Advisor Solutions
Arizona
$247K +$224K +5,128 New
PCP
377
Proficio Capital Partners
Massachusetts
$246K -$3.06K -70 -1%
PA
378
Pinnacle Associates
New York
$246K +$223K +5,100 New
HWM
379
HB Wealth Management
Georgia
$240K -$7.87K -180 -3%
OA
380
Oxbow Advisors
Texas
$239K +$217K +4,955 New
ACMA
381
Arbor Capital Management (Alaska)
Alaska
$235K +$210K +4,811 New
CWS
382
Confluence Wealth Services
Pennsylvania
$231K +$209K +4,792 New
HIS
383
Harvest Investment Services
Illinois
$231K +$209K +4,787 New
SIC
384
Salem Investment Counselors
North Carolina
$230K
IAIM
385
International Assets Investment Management
Florida
$230K -$580K -13,259 -74%
BTI
386
Blue Trust Inc
Georgia
$229K +$92.8K +2,123 +56%
RG
387
Retirement Group
California
$226K
DC
388
Davenport & Co
Virginia
$225K +$205K +4,680 New
FPAS
389
Focus Partners Advisor Solutions
Missouri
$223K -$192K -4,402 -49%
FW
390
FirstPurpose Wealth
Utah
$223K +$202K +4,622 New
Man Group
391
Man Group
United Kingdom
$218K -$686K -15,686 Closed
GC
392
GFG Capital
Florida
$217K
PA
393
Parallel Advisors
California
$215K +$699 +16 +0.4%
TWM
394
Tradition Wealth Management
Minnesota
$214K
MA
395
Mutual Advisors
Nebraska
$210K +$190K +4,357 New
SC
396
Savant Capital
Illinois
$209K -$40K -914 -17%
GP
397
Greenline Partners
New York
$208K +$189K +4,322 New
PWC
398
PYA Waltman Capital
Tennessee
$205K +$186K +4,251 New
WDC
399
Woodward Diversified Capital
California
$202K +$184K +4,200 New
S
400
SimplyRich
California
$202K +$184K +4,201 New

WPM Hedge Fund Activity: Q1 2023 in Review

505 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q1 2023, worth a combined $13.4B — up 21% from $11B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new WPM positions and 49 closed out — a net gain of 1 holder — while 166 added to existing stakes and 160 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $226M. The largest seller was Royal Bank of Canada, cutting an estimated $86.8M.

  • 505 institutional investors held Wheaton Precious Metals (WPM) as of Q1 2023, down from 513 in Q4 2022.
  • Funds reported $13.4B of Wheaton Precious Metals stock for Q1 2023, up 21% quarter-over-quarter.
  • 50 funds opened new Wheaton Precious Metals positions in Q1 2023 and 49 closed out, a net change of +1 holder.
  • The largest Wheaton Precious Metals buyer in Q1 2023 was Fidelity Investments, an estimated $226M added.
  • The largest Wheaton Precious Metals seller in Q1 2023 was Royal Bank of Canada, an estimated $86.8M sold.

Based on aggregated 13F filings for Q1 2023.