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Wheaton Precious Metals

468 hedge funds and large institutions have $10.6B invested in Wheaton Precious Metals in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 174 increasing their positions, 128 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 59

36% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 128

4% more funds holding

Funds holding: 450468 (+18)

1.75% less ownership

Funds ownership: 58.27%56.52% (-1.8%)

18% less capital invested

Capital invested by funds: $12.8B → $10.6B (-$2.27B)

18% less call options, than puts

Call options by funds: $173M | Put options by funds: $211M

53% less funds holding in top 10

Funds holding in top 10: 178 (-9)

Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
8.28%
Holding in Top 10
8
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-52.94%
% of All Funds
0.14%
New
85
Increased
174
Reduced
128
Closed
59
Calls
$173M
Puts
$211M
Net Calls
-$37.9M
Net Calls Change
-$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
426
Optimum Investment Advisors
Illinois
$11K
ZB
427
Zions Bancorporation
Utah
$11K
MGIM
428
M&G Investment Management
United Kingdom
$10.4K +$920K +20,598 +9%
MPWT
429
MassMutual Private Wealth & Trust
Connecticut
$10K
SIS
430
Sound Income Strategies
Florida
$10K +$10.6K +237 New
MA
431
MCF Advisors
Kentucky
$9K
CFN
432
Cordasco Financial Network
Florida
$9K +$45 +1 +0.5%
CHC
433
City Holding Co
West Virginia
$8K
EFSCE
434
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
GSAM
435
Grant Street Asset Management
Pennsylvania
$8K +$8.93K +200 New
GRP
436
Global Retirement Partners
California
$7K -$2.68K -60 -28%
IFAM
437
Institutional & Family Asset Management
Colorado
$7K -$2.5K -56 -26%
FI
438
Fosun International
China
$6.99K +$444K +9,950 +11%
CCM
439
Cribstone Capital Management
Maine
$6K -$2.23K -50 -25%
FPW
440
Flagship Private Wealth
Massachusetts
$5.15K +$6.16K +138 New
GI
441
Gradient Investments
Minnesota
$5K
PWMG
442
Prestige Wealth Management Group
New Jersey
$5K
TVWM
443
Tower View Wealth Management
Wisconsin
$5K
GWS
444
Glassman Wealth Services
Virginia
$5K +$1.29K +29 +28%
RF
445
Robbins Farley
New Hampshire
$5K +$5.22K +117 New
CWP
446
Concord Wealth Partners
Virginia
$5K +$5.81K +130 New
1IA
447
1834 Investment Advisors
Wisconsin
$4K
CI
448
CX Institutional
Indiana
$4K
LGWM
449
Litman Gregory Wealth Management
California
$4K
TWA
450
TCI Wealth Advisors
Arizona
$4K

WPM Hedge Fund Activity: Q4 2020 in Review

468 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q4 2020, worth a combined $10.6B — down 18% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new WPM positions and 59 closed out — a net gain of 26 holders — while 174 added to existing stakes and 128 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $140M. The largest seller was Capital International Investors, exiting entirely with an estimated $219M sold.

  • 468 institutional investors held Wheaton Precious Metals (WPM) as of Q4 2020, up from 450 in Q3 2020.
  • Funds reported $10.6B of Wheaton Precious Metals stock for Q4 2020, down 18% quarter-over-quarter.
  • 85 funds opened new Wheaton Precious Metals positions in Q4 2020 and 59 closed out, a net change of +26 holders.
  • The largest Wheaton Precious Metals buyer in Q4 2020 was Massachusetts Financial Services, an estimated $140M added.
  • The largest Wheaton Precious Metals seller in Q4 2020 was Capital International Investors, an estimated $219M sold.

Based on aggregated 13F filings for Q4 2020.