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Wheaton Precious Metals

450 hedge funds and large institutions have $12.8B invested in Wheaton Precious Metals in 2020 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 157 increasing their positions, 145 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 42

7% more capital invested

Capital invested by funds: $12B → $12.8B (+$863M)

6% more funds holding

Funds holding: 423450 (+27)

8% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 145

3% more call options, than puts

Call options by funds: $280M | Put options by funds: $271M

1.5% less ownership

Funds ownership: 59.77%58.27% (-1.5%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

Holders
450
Holders Change
+27
Holders Change %
+6.38%
% of All Funds
9.08%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.34%
New
72
Increased
157
Reduced
145
Closed
42
Calls
$280M
Puts
$271M
Net Calls
+$8.91M
Net Calls Change
-$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
401
Harbor Investment Advisory
Maryland
$20K +$20.4K +400 New
SFS
402
Sowell Financial Services
Arkansas
$17K -$209K -4,091 -92%
AWM
403
Avior Wealth Management
Nebraska
$17K +$17.9K +352 New
IF
404
Ironwood Financial
Arizona
$16K
PFS
405
Prospera Financial Services
Texas
$15K +$15.4K +302 New
CWM
406
Cedar Wealth Management
California
$13K
OIA
407
Optimum Investment Advisors
Illinois
$13K
ZB
408
Zions Bancorporation
Utah
$13K
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$12K +$2.29K +45 +23%
PWM
410
Provident Wealth Management
Tennessee
$12K +$12.7K +250 New
FP
411
Financial Perspectives
Minnesota
$11.9K +$2.55K +50 +26%
CHAM
412
Clear Harbor Asset Management
Connecticut
$11K +$11.5K +225 New
GRP
413
Global Retirement Partners
California
$11K
MA
414
MCF Advisors
Kentucky
$11K
FGA
415
Fortis Group Advisors
New Jersey
$11K +$11.6K +227 New
FRA
416
Front Row Advisors
California
$10K -$153 -3 -1%
CHC
417
City Holding Co
West Virginia
$10K
CFN
418
Cordasco Financial Network
Florida
$10K
CCM
419
Cribstone Capital Management
Maine
$10K
IFAM
420
Institutional & Family Asset Management
Colorado
$10K
WEC
421
Winslow Evans & Crocker
Massachusetts
$10K +$10.2K +200 New
EFSCE
422
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
Millennium Management
423
Millennium Management
New York
$8.72K +$9.06M +177,729 New
BCA
424
Berman Capital Advisors
Georgia
$7K -$5.3K -104 -41%
CAL
425
Capital Analysts LLC
Pennsylvania
$7K