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Wheaton Precious Metals
WPM

Overview Fund Activity

505 hedge funds and large institutions have $11.8B invested in Wheaton Precious Metals in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 161 increasing their positions, 179 reducing their positions, and 55 closing their positions.

Holders
505
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
7.97%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
60
Increased
161
Reduced
179
Closed
55
Calls
$219M
Puts
$153M
Net Calls
+$65.3M
Net Calls Change
-$169M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$360M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$199M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$45.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$46.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$93.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$756M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$205M
3
Twin Tree Management
3
Twin Tree Management
Texas
$11.1M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$189M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$217M
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
376
Brown Advisory
Maryland
$233K 5,386 – –
EWA
377
EP Wealth Advisors
California
$233K 1,359,394 +1,350,103 +14,531%
HNB
378
Huntington National Bank
Ohio
$232K 5,373 +100 +2%
RhumbLine Advisers
379
RhumbLine Advisers
Massachusetts
$231K 5,339 +5,339 New
TA
380
TruWealth Advisors
Louisiana
$229K 5,309 – –
PFA
381
Pure Financial Advisors
California
$229K 5,300 – –
DAS
382
Dynamic Advisor Solutions
Arizona
$223K 5,153 +25 +0.5%
PCP
383
Proficio Capital Partners
Massachusetts
$221K 5,113 – –
HWM
384
HB Wealth Management
Georgia
$219K 5,056 +80 +2%
NHFG
385
New Harbor Financial Group
Massachusetts
$217K 5,020 +5,020 New
EAM
386
Evanson Asset Management
California
$215K 4,986 -3,000 -38%
ACMA
387
Arbor Capital Management (Alaska)
Alaska
$207K 4,805 -6 -0.1%
CWS
388
Confluence Wealth Services
Pennsylvania
$207K 4,792 – –
HIS
389
Harvest Investment Services
Illinois
$207K 4,787 – –
RG
390
Retirement Group
California
$203K 4,700 – –
TWM
391
Tradition Wealth Management
Minnesota
$197K 4,550 +100 +2%
LTI
392
Laffer Tengler Investments
Tennessee
$188K 4,339 +555 +15%
UM
393
UniSuper Management
Australia
$183K 3,200 +3,200 New
SIC
394
Salem Investment Counselors
North Carolina
$176K 4,067 -700 -15%
MIM
395
Meridiem Investment Management
United Kingdom
$173K 4,000 – –
TSWM
396
Tyler-Stone Wealth Management
Ohio
$155K 3,577 +3,577 New
PA
397
Parallel Advisors
California
$155K 3,583 -881 -20%
PCM
398
Perritt Capital Management
Illinois
$149K 3,439 – –
PI
399
PineBridge Investments
New York
$141K 2,467 +2,467 New
Carson Wealth (CWM LLC)
400
Carson Wealth (CWM LLC)
Nebraska
$127K 2,950 +1,022 +53%
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16
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