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Wheaton Precious Metals
WPM

Overview Fund Activity

534 hedge funds and large institutions have $13.9B invested in Wheaton Precious Metals in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 168 increasing their positions, 175 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+50
Holders Change %
+10.33%
% of All Funds
7.83%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
88
Increased
168
Reduced
175
Closed
34
Calls
$263M
Puts
$142M
Net Calls
+$121M
Net Calls Change
+$94.9M

Top Buyers

1
VanEck Associates
VanEck Associates
New York
$1.01B
2
Morgan Stanley
Morgan Stanley
New York
$197M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$201M
4
MBI
Montrusco Bolton Investments
Quebec, Canada
$47.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$164M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.51B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$714M
3
VNIM
Vaughan Nelson Investment Management
Texas
$176M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$158M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
376
Concurrent Investment Advisors
Florida
$270K +$270K +5,470 New
EWA
377
EP Wealth Advisors
California
$266K +$444 +9 +0.2%
SW
378
SVB Wealth
Massachusetts
$262K -$382K -7,746 -59%
TA
379
TruWealth Advisors
Louisiana
$262K – – –
PFA
380
Pure Financial Advisors
California
$262K – – –
HNB
381
Huntington National Bank
Ohio
$261K +$444 +9 +0.2%
RhumbLine Advisers
382
RhumbLine Advisers
Massachusetts
$258K -$987 -20 -0.4%
PWM
383
Perigon Wealth Management
California
$255K -$164K -3,328 -39%
TFIPS
384
Towarzystwo Funduszy Inwestycyjnych PZU SA
$253K +$253K +5,130 New
HWM
385
HB Wealth Management
Georgia
$252K -$21.7K -440 -8%
PCP
386
Proficio Capital Partners
Massachusetts
$252K – – –
Brown Advisory
387
Brown Advisory
Maryland
$250K -$16.2K -329 -6%
LTI
388
Laffer Tengler Investments
Tennessee
$249K +$6.81K +138 +3%
Fisher Asset Management
389
Fisher Asset Management
Washington
$247K +$247K +5,012 New
EAM
390
Evanson Asset Management
California
$245K -$641 -13 -0.3%
CA
391
CoreCap Advisors
Michigan
$245K -$9.38K -190 -4%
CG
392
Cutler Group
California
$243K -$305K -6,177 -56%
CWS
393
Confluence Wealth Services
Pennsylvania
$236K +$236K +4,792 New
LPP
394
Life Planning Partners
Florida
$232K +$232K +4,703 New
RG
395
Retirement Group
California
$232K – – –
FW
396
FirstPurpose Wealth
Utah
$228K +$228K +4,622 New
FTUS
397
Flow Traders U.S.
New York
$227K +$227K +4,598 New
ACMA
398
Arbor Capital Management (Alaska)
Alaska
$224K – – –
TWM
399
Tradition Wealth Management
Minnesota
$224K – – –
BCM
400
Brookstone Capital Management
Illinois
$224K +$224K +4,531 New
14 15
16
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