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Wheaton Precious Metals

494 hedge funds and large institutions have $9.22B invested in Wheaton Precious Metals in 2022 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 189 increasing their positions, 147 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 147

0.82% more ownership

Funds ownership: 56.73%57.55% (+0.82%)

0% less call options, than puts

Call options by funds: $210M | Put options by funds: $210M

5% less funds holding

Funds holding: 519494 (-25)

24% less capital invested

Capital invested by funds: $12.1B → $9.22B (-$2.89B)

28% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 71

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
494
Holders Change
-25
Holders Change %
-4.82%
% of All Funds
8.32%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.13%
New
51
Increased
189
Reduced
147
Closed
71
Calls
$210M
Puts
$210M
Net Calls
-$462K
Net Calls Change
-$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
401
Compagnie Lombard Odier SCmA
Switzerland
$50K -$99.8K -2,300 -62%
HNB
402
Huntington National Bank
Ohio
$40K -$76.6K -1,764 -62%
JEST
403
JTC Employer Solutions Trustee
Jersey
$39K
HFS
404
Hantz Financial Services
Michigan
$38K
RA
405
Rational Advisors
New York
$38K +$6.03K +139 +15%
PFPT
406
Pinnacle Financial Partners (Tennessee)
Tennessee
$37K
HWM
407
HighMark Wealth Management
Minnesota
$36K -$9.94K -229 -19%
DI
408
Disciplined Investments
Oklahoma
$36K
GCM
409
Gables Capital Management
Florida
$36K
IWP
410
IAG Wealth Partners
Wisconsin
$34K -$19.5K -450 -32%
SWM
411
Selective Wealth Management
Virginia
$32K +$8.68K +200 +29%
SWM
412
Spire Wealth Management
Virginia
$30K -$21.7K -500 -38%
NFSG
413
Newbridge Financial Services Group
Florida
$30K +$217 +5 +0.6%
WWP
414
WR Wealth Planners
Missouri
$28.7K
AssetMark Inc
415
AssetMark Inc
California
$28K
LC
416
Lindbrook Capital
California
$27K -$2.39K -55 -7%
AF
417
Allworth Financial
California
$27K +$4.21K +97 +15%
JWM
418
Janiczek Wealth Management
Colorado
$27K +$32.1K +739 +1,320%
SWM
419
SeaCrest Wealth Management
New York
$26K +$31.6K +727 New
KTC
420
Kistler-Tiffany Companies
Pennsylvania
$24K +$217 +5 +0.8%
ACA
421
Atlas Capital Advisors
Wyoming
$22.3K +$26.8K +618 New
HCP
422
Hexagon Capital Partners
Arkansas
$21K +$3.73K +86 +17%
MSFP
423
Mark Sheptoff Financial Planning
Connecticut
$18K -$10.8K -250 -33%
GWS
424
Glassman Wealth Services
Virginia
$18K -$2.73K -63 -11%
ACM
425
Antonetti Capital Management
Florida
$18K