Wheaton Precious Metals
379 hedge funds and large institutions have $6.38B invested in Wheaton Precious Metals in 2019 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 117 increasing their positions, 107 reducing their positions, and 34 closing their positions.
121% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 34
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
11% more funds holding
Funds holding: 340 → 379 (+39)
8% more capital invested
Capital invested by funds: $5.89B → $6.38B (+$491M)
9% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 107
3% more call options, than puts
Call options by funds: $145M | Put options by funds: $141M
0.7% less ownership
Funds ownership: 55.1% → 54.41% (-0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$103M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$54.7M |
| 3 |
DS
Dudley & Shanley
Palm Beach,
Florida
|
+$42.3M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$38.5M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
+$34.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RL
Ruffer LLP
London,
United Kingdom
|
-$112M |
| 2 |
First Eagle Investment Management
New York
|
-$106M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$68.2M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$62.9M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ESB
401
Essex Savings Bank
Essex,
Connecticut
| – | -$39K | -1,600 | Closed |
|
|
AC
402
Avestar Capital
New York
| – | -$18K | -810 | Closed |
|
403
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$12K | -502 | Closed |
|
|
ACS
404
Archford Capital Strategies
Swansea,
Illinois
| – | -$12K | -500 | Closed |
|
|
RWA
405
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| – | -$10K | -400 | Closed |
|
|
CBOA
406
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| – | -$7K | -300 | Closed |
|
|
CI
407
CX Institutional
Auburn,
Indiana
| – | -$7K | -278 | Closed |
|
|
PCP
408
Proficio Capital Partners
Newton,
Massachusetts
| – | -$4K | -185 | Closed |
|
|
AOWM
409
Alpha Omega Wealth Management
Richmond,
Virginia
| – | -$3K | -125 | Closed |
|
|
EWM
410
Executive Wealth Management
Brighton,
Michigan
| – | -$2K | -101 | Closed |
|
411
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$2K | -100 | Closed |
|
|
CB
412
CNB Bank
Clearfield,
Pennsylvania
| – | -$2K | -100 | Closed |
|
|
PWMG
413
Prestige Wealth Management Group
Flemington,
New Jersey
| – | +$323 | +12 | New |
|
WPM Hedge Fund Activity: Q3 2019 in Review
379 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q3 2019, worth a combined $6.38B — up 8.3% from $5.89B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new WPM positions and 34 closed out — a net gain of 41 holders — while 117 added to existing stakes and 107 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $103M. The largest seller was Ruffer LLP, cutting an estimated $112M.
- 379 institutional investors held Wheaton Precious Metals (WPM) as of Q3 2019, up from 340 in Q2 2019.
- Funds reported $6.38B of Wheaton Precious Metals stock for Q3 2019, up 8.3% quarter-over-quarter.
- 75 funds opened new Wheaton Precious Metals positions in Q3 2019 and 34 closed out, a net change of +41 holders.
- The largest Wheaton Precious Metals buyer in Q3 2019 was Fidelity Investments, an estimated $103M added.
- The largest Wheaton Precious Metals seller in Q3 2019 was Ruffer LLP, an estimated $112M sold.
Based on aggregated 13F filings for Q3 2019.