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Wheaton Precious Metals

450 hedge funds and large institutions have $12.8B invested in Wheaton Precious Metals in 2020 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 157 increasing their positions, 145 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 42

7% more capital invested

Capital invested by funds: $12B → $12.8B (+$863M)

6% more funds holding

Funds holding: 423450 (+27)

8% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 145

3% more call options, than puts

Call options by funds: $280M | Put options by funds: $271M

1.5% less ownership

Funds ownership: 59.77%58.27% (-1.5%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

Holders
450
Holders Change
+27
Holders Change %
+6.38%
% of All Funds
9.08%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.34%
New
72
Increased
157
Reduced
145
Closed
42
Calls
$280M
Puts
$271M
Net Calls
+$8.91M
Net Calls Change
-$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
426
Tower View Wealth Management
Wisconsin
$6K +$1.02K +20 +21%
1IA
427
1834 Investment Advisors
Wisconsin
$5K
LGWM
428
Litman Gregory Wealth Management
California
$5K
PWMG
429
Prestige Wealth Management Group
New Jersey
$5K
TWA
430
TCI Wealth Advisors
Arizona
$5K
GWS
431
Glassman Wealth Services
Virginia
$5K +$459 +9 +10%
CI
432
CX Institutional
Indiana
$5K +$612 +12 +15%
ETC
433
Exchange Traded Concepts
Oklahoma
$5K +$5K +98 New
CAGAS
434
Capital Advisory Group Advisory Services
Minnesota
$5K +$5.1K +100 New
GI
435
Gradient Investments
Minnesota
$5K +$5.1K +100 New
CTC
436
Central Trust Company
Missouri
$4K -$1.27K -25 -25%
MAM
437
Meeder Asset Management
Ohio
$4K
EARNEST Partners
438
EARNEST Partners
Georgia
$3K
JWM
439
Janiczek Wealth Management
Colorado
$3K +$3.57K +70 New
AWA
440
Arkadios Wealth Advisors
Georgia
$2.75K +$2.8K +55 New
HB
441
Horizon Bancorp
Indiana
$2K -$2.55K -50 -50%
FMP
442
Financial Management Professionals
Texas
$2K +$306 +6 +16%
CA
443
Crewe Advisors
Utah
$2K +$1.78K +35 New
CFB
444
Cullen/Frost Bankers
Texas
$1K -$222K -4,353 -100%
BFC
445
Bedel Financial Consulting
Indiana
$1K
ME
446
McIlrath & Eck
Washington
$1K
FFA
447
Founders Financial Alliance
North Carolina
$1K +$612 +12 New
ED
448
Exane Derivatives
France
$834
Koshinski Asset Management
449
Koshinski Asset Management
Illinois
$824 -$2.14K -42 -0.3%
FCA
450
FinTrust Capital Advisors
South Carolina
$481 +$41.9K +822 +9%

WPM Hedge Fund Activity: Q3 2020 in Review

450 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q3 2020, worth a combined $12.8B — up 7.2% from $12B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new WPM positions and 42 closed out — a net gain of 30 holders — while 157 added to existing stakes and 145 trimmed.

The largest buyer was Alleghany Corporation, opening a new position worth an estimated $130M. The largest seller was Franklin Resources, cutting an estimated $260M.

  • 450 institutional investors held Wheaton Precious Metals (WPM) as of Q3 2020, up from 423 in Q2 2020.
  • Funds reported $12.8B of Wheaton Precious Metals stock for Q3 2020, up 7.2% quarter-over-quarter.
  • 72 funds opened new Wheaton Precious Metals positions in Q3 2020 and 42 closed out, a net change of +30 holders.
  • The largest Wheaton Precious Metals buyer in Q3 2020 was Alleghany Corporation, an estimated $130M added.
  • The largest Wheaton Precious Metals seller in Q3 2020 was Franklin Resources, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2020.