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Wheaton Precious Metals
WPM

468 hedge funds and large institutions have $10.6B invested in Wheaton Precious Metals in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 174 increasing their positions, 128 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 59

36% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 128

4% more funds holding

Funds holding: 450 → 468 (+18)

1.75% less ownership

Funds ownership: 58.27% → 56.52% (-1.8%)

18% less capital invested

Capital invested by funds: $12.8B → $10.6B (-$2.27B)

18% less call options, than puts

Call options by funds: $173M | Put options by funds: $211M

53% less funds holding in top 10

Funds holding in top 10: 17 → 8 (-9)

Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
8.28%
Holding in Top 10
8
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-52.94%
% of All Funds
0.14%
New
85
Increased
174
Reduced
128
Closed
59
Calls
$173M
Puts
$211M
Net Calls
-$37.9M
Net Calls Change
-$46.8M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$140M
2
VanEck Associates
VanEck Associates
New York
+$76.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$73.7M
4
APG Asset Management
APG Asset Management
Netherlands
+$61.1M
5
Morgan Stanley
Morgan Stanley
New York
+$44.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$219M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
3
Fidelity International
Fidelity International
Bermuda
-$137M
4
AC
Alleghany Corporation
New York
-$125M
5
Franklin Resources
Franklin Resources
California
-$107M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
401
Huntington National Bank
Ohio
$26K – – –
CCA
402
Childress Capital Advisors
Texas
$26K +$28.2K +632 New
JCM
403
Jacobi Capital Management
Pennsylvania
$21K – – –
JFA
404
JNBA Financial Advisors
Minnesota
$21K – – –
MSFP
405
Mark Sheptoff Financial Planning
Connecticut
$21K – – –
PCG
406
Private Capital Group
Connecticut
$21K – – –
HCP
407
Hexagon Capital Partners
Arkansas
$20K – – –
TCM
408
Tradewinds Capital Management
Washington
$20K – – –
FIA
409
FNY Investment Advisers
New York
$20K +$22.3K +500 New
LGA
410
Lebenthal Global Advisors
New York
$20K +$22.3K +500 New
APC
411
Aspire Private Capital
North Carolina
$19K – – –
TFA
412
Toth Financial Advisory
Virginia
$19K – – –
WT
413
Whittier Trust
California
$19K – – –
AF
414
Allworth Financial
California
$19K +$45 +1 +0.2%
DTIM
415
Danda Trouve Investment Management
Kansas
$18K – – –
HIA
416
Harbor Investment Advisory
Maryland
$17K – – –
WAS
417
Winch Advisory Services
Wisconsin
$17K +$89 +2 +0.5%
TFIPS
418
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.7K +$17.9K +400 New
IA
419
Inspire Advisors
Idaho
$16K +$17.2K +385 New
AWM
420
Avior Wealth Management
Nebraska
$14K – – –
SFS
421
Sowell Financial Services
Arkansas
$14K – – –
SIAG
422
Safeguard Investment Advisory Group
California
$14K +$15.3K +342 New
IF
423
Ironwood Financial
Arizona
$13K – – –
FP
424
Financial Perspectives
Minnesota
$12.2K +$2.23K +50 +21%
FRA
425
Front Row Advisors
California
$11K – – –
15 16
17
18 19

WPM Hedge Fund Activity: Q4 2020 in Review

468 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q4 2020, worth a combined $10.6B — down 18% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new WPM positions and 59 closed out — a net gain of 26 holders — while 174 added to existing stakes and 128 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $140M. The largest seller was Capital International Investors, exiting entirely with an estimated $219M sold.

  • 468 institutional investors held Wheaton Precious Metals (WPM) as of Q4 2020, up from 450 in Q3 2020.
  • Funds reported $10.6B of Wheaton Precious Metals stock for Q4 2020, down 18% quarter-over-quarter.
  • 85 funds opened new Wheaton Precious Metals positions in Q4 2020 and 59 closed out, a net change of +26 holders.
  • The largest Wheaton Precious Metals buyer in Q4 2020 was Massachusetts Financial Services, an estimated $140M added.
  • The largest Wheaton Precious Metals seller in Q4 2020 was Capital International Investors, an estimated $219M sold.

Based on aggregated 13F filings for Q4 2020.