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Wheaton Precious Metals

472 hedge funds and large institutions have $11.2B invested in Wheaton Precious Metals in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 181 increasing their positions, 131 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 131

19% more capital invested

Capital invested by funds: $9.41B → $11.2B (+$1.77B)

1.7% more ownership

Funds ownership: 54.58%56.27% (+1.7%)

6% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 49

0% more funds holding

Funds holding: 471472 (+1)

3% less call options, than puts

Call options by funds: $128M | Put options by funds: $132M

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
472
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
8.22%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
52
Increased
181
Reduced
131
Closed
49
Calls
$128M
Puts
$132M
Net Calls
-$3.52M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
401
Strategic Blueprint
Georgia
$33K +$33.4K +750 New
AF
402
Allworth Financial
California
$32K +$89 +2 +0.3%
AG
403
Ashmore Group
United Kingdom
$31K
KPCM
404
Kings Point Capital Management
New York
$31K
TCOV
405
Trust Company of Vermont
Vermont
$29K
CP
406
Castleview Partners
Texas
$29K +$29.1K +655 New
TRCT
407
Tower Research Capital (TRC)
New York
$28K -$73.4K -1,650 -72%
KTC
408
Kistler-Tiffany Companies
Pennsylvania
$28K +$178 +4 +0.6%
TCM
409
Tradewinds Capital Management
Washington
$27K -$12.2K -275 -31%
BFEC
410
Benjamin F. Edwards & Company
Missouri
$22K
HCP
411
Hexagon Capital Partners
Arkansas
$22K
JCM
412
Jacobi Capital Management
Pennsylvania
$22K
JFA
413
JNBA Financial Advisors
Minnesota
$22K
PCG
414
Private Capital Group
Connecticut
$22K
BWM
415
BerganKDV Wealth Management
Minnesota
$22K +$22.2K +500 +50,000%
APC
416
Aspire Private Capital
North Carolina
$20K
TFA
417
Toth Financial Advisory
Virginia
$20K
WT
418
Whittier Trust
California
$20K
GWS
419
Glassman Wealth Services
Virginia
$20K +$3.07K +69 +18%
WQ
420
Wealth Quarterback
New Jersey
$20K +$19.3K +434 New
DTIM
421
Danda Trouve Investment Management
Kansas
$19K
AWA
422
Arkadios Wealth Advisors
Georgia
$19K +$6.99K +157 +57%
HIA
423
Harbor Investment Advisory
Maryland
$18K
MPWT
424
MassMutual Private Wealth & Trust
Connecticut
$18K
WAS
425
Winch Advisory Services
Wisconsin
$18K +$89 +2 +0.5%