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Wheaton Precious Metals
WPM

Overview Fund Activity

495 hedge funds and large institutions have $11B invested in Wheaton Precious Metals in 2021 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 158 increasing their positions, 153 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+27
Holders Change %
+5.77%
% of All Funds
7.64%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
83
Increased
158
Reduced
153
Closed
47
Calls
$333M
Puts
$289M
Net Calls
+$44M
Net Calls Change
+$36.8M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$353M
2
UBS AM
2
UBS AM
Illinois
$119M
3
Fidelity International
3
Fidelity International
Bermuda
$291M
4
VanEck Associates
4
VanEck Associates
New York
$965M
5
RL
5
Ruffer LLP
United Kingdom
$237M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$450M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$591M
3
BCIM
3
British Columbia Investment Management
British Columbia, Canada
$30.6M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$183M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
401
Ancora Advisors
Ohio
$60K – – –
IWP
402
IAG Wealth Partners
Wisconsin
$60K – – –
NFG
403
Next Financial Group
Texas
$57K – – –
HWM
404
HighMark Wealth Management
Minnesota
$53K +$172 +4 +0.3%
AA
405
AlphaMark Advisors
Kentucky
$52K – – –
Credit Agricole
406
Credit Agricole
France
$52K +$17.3K +400 +50%
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$52K +$52K +1,204 New
AIM
408
AHL Investment Management
Florida
$48K +$48K +1,111 New
JEST
409
JTC Employer Solutions Trustee
Jersey
$46K – – –
DI
410
Disciplined Investments
Oklahoma
$43K – – –
GCM
411
Gables Capital Management
Florida
$43K – – –
LC
412
Lindbrook Capital
California
$39K -$1.2K -28 -3%
SC
413
Steph & Co
Wisconsin
$39K – – –
FHA
414
First Horizon Advisors
Tennessee
$38K -$6.74K -159 -15%
HNB
415
Huntington National Bank
Ohio
$37K +$10.6K +250 +40%
NFSG
416
Newbridge Financial Services Group
Florida
$36K +$130 +3 +0.4%
AssetMark Inc
417
AssetMark Inc
California
$33K – – –
MSFP
418
Mark Sheptoff Financial Planning
Connecticut
$32K – – –
KPCM
419
Kings Point Capital Management
New York
$30K – – –
AF
420
Allworth Financial
California
$30K +$85 +2 +0.3%
CFA
421
Carroll Financial Associates
North Carolina
$30K +$30K +708 New
KTC
422
Kistler-Tiffany Companies
Pennsylvania
$28K +$86 +2 +0.3%
TCM
423
Tradewinds Capital Management
Washington
$26K – – –
BWM
424
BerganKDV Wealth Management
Minnesota
$26K +$3.9K +89 +18%
SWM
425
Spire Wealth Management
Virginia
$25K +$7.62K +174 +44%
15 16
17
18 19