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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
TFIPS
426
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.6K
SWM
427
Spire Wealth Management
Virginia
$17K +$3.2K +72 +22%
ZB
428
Zions Bancorporation
Utah
$16K +$4.85K +109 +41%
AWM
429
Avior Wealth Management
Nebraska
$15K
IF
430
Ironwood Financial
Arizona
$14K
1IA
431
1834 Investment Advisors
Wisconsin
$13K
FP
432
Financial Perspectives
Minnesota
$12.9K -$485K -10,903 -97%
FRA
433
Front Row Advisors
California
$12K +$1.6K +36 +14%
MGIM
434
M&G Investment Management
United Kingdom
$11.1K -$12K -270 -0.1%
BCWM
435
Bartlett & Co Wealth Management
Ohio
$10.1K
BC
436
Bartlett & Co
Ohio
$10K
MA
437
MCF Advisors
Kentucky
$10K
FMP
438
Financial Management Professionals
Texas
$10K +$8.9K +200 +541%
ETC
439
Exchange Traded Concepts
Oklahoma
$10K +$10.4K +233 New
PMFA
440
Plante Moran Financial Advisors
Michigan
$9K -$22.2K -500 -71%
CHC
441
City Holding Co
West Virginia
$9K
CFN
442
Cordasco Financial Network
Florida
$9K +$44 +1 +0.5%
PGWM
443
Parisi Gray Wealth Management
New Jersey
$9K +$8.9K +200 New
EFSCE
444
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
GAM
445
Gemmer Asset Management
California
$8K
SCA
446
Stonebridge Capital Advisors
Minnesota
$8K +$4.45K +100 +100%
RDWM
447
Red Door Wealth Management
Tennessee
$8K +$8.9K +200 New
CCM
448
Cribstone Capital Management
Maine
$7K
GRP
449
Global Retirement Partners
California
$7K
IFAM
450
Institutional & Family Asset Management
Colorado
$7K