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Wheaton Precious Metals
WPM

Overview Fund Activity

466 hedge funds and large institutions have $10.6B invested in Wheaton Precious Metals in 2020 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 174 increasing their positions, 127 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+18
Holders Change %
+4.02%
% of All Funds
8.27%
Holding in Top 10
8
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-52.94%
% of All Funds
0.14%
New
84
Increased
174
Reduced
127
Closed
58
Calls
$173M
Puts
$211M
Net Calls
-$37.9M
Net Calls Change
-$46.8M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$131M
2
VanEck Associates
VanEck Associates
New York
$901M
3
Citadel Advisors
Citadel Advisors
Florida
$82.6M
4
APG Asset Management
APG Asset Management
Netherlands
$163M
5
Morgan Stanley
Morgan Stanley
New York
$99.6M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$479M
3
Fidelity International
Fidelity International
Bermuda
$364M
4
AC
Alleghany Corporation
New York
$0
5
Franklin Resources
Franklin Resources
California
$887M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
401
Jacobi Capital Management
Pennsylvania
$21K – – –
PCG
402
Private Capital Group
Connecticut
$21K – – –
JFA
403
JNBA Financial Advisors
Minnesota
$21K – – –
MSFP
404
Mark Sheptoff Financial Planning
Connecticut
$21K – – –
TCM
405
Tradewinds Capital Management
Washington
$20K – – –
HCP
406
Hexagon Capital Partners
Arkansas
$20K – – –
FIA
407
FNY Investment Advisers
New York
$20K +$20K +500 New
LGA
408
Lebenthal Global Advisors
New York
$20K +$20K +500 New
WT
409
Whittier Trust
California
$19K – – –
TFA
410
Toth Financial Advisory
Virginia
$19K – – –
APC
411
Aspire Private Capital
North Carolina
$19K – – –
AF
412
Allworth Financial
California
$19K +$42 +1 +0.2%
DTIM
413
Danda Trouve Investment Management
Kansas
$18K – – –
HIA
414
Harbor Investment Advisory
Maryland
$17K – – –
WAS
415
Winch Advisory Services
Wisconsin
$17K +$83 +2 +0.5%
TFIPS
416
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.7K +$16.7K +400 New
IA
417
Inspire Advisors
Idaho
$16K +$16K +385 New
AWM
418
Avior Wealth Management
Nebraska
$14K – – –
SFS
419
Sowell Financial Services
Arkansas
$14K – – –
SIAG
420
Safeguard Investment Advisory Group
California
$14K +$14K +342 New
IF
421
Ironwood Financial
Arizona
$13K – – –
FP
422
Financial Perspectives
Minnesota
$12.2K +$2.09K +50 +21%
OIA
423
Optimum Investment Advisors
Illinois
$11K – – –
ZB
424
Zions Bancorporation
Utah
$11K – – –
FRA
425
Front Row Advisors
California
$11K – – –
15 16
17
18 19