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Wheaton Precious Metals
WPM

470 hedge funds and large institutions have $9.61B invested in Wheaton Precious Metals in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 167 increasing their positions, 151 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 151

8% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 52

6% more call options, than puts

Call options by funds: $123M | Put options by funds: $115M

0.85% more ownership

Funds ownership: 56.27% → 57.13% (+0.85%)

0% less funds holding

Funds holding: 472 → 470 (-2)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

14% less capital invested

Capital invested by funds: $11.2B → $9.61B (-$1.57B)

Holders
470
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
8.23%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
56
Increased
167
Reduced
151
Closed
52
Calls
$123M
Puts
$115M
Net Calls
+$7.19M
Net Calls Change
+$10.7M

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$164M
2
Bank of America
Bank of America
North Carolina
+$72.2M
3
NIMI
Natixis Investment Managers International
France
+$48.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$46.5M
5
RL
Ruffer LLP
United Kingdom
+$42.8M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$173M
2
VanEck Associates
VanEck Associates
New York
-$56.9M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$37M
4
Franklin Resources
Franklin Resources
California
-$33.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$33.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
426
1834 Investment Advisors
Wisconsin
$11K – – –
FRA
427
Front Row Advisors
California
$11K – – –
FMP
428
Financial Management Professionals
Texas
$11K +$2.14K +49 +21%
ODG
429
O'Dell Group
Ohio
$10K +$11.6K +267 New
RA
430
Rational Advisors
New York
$9K +$10.6K +243 New
BCWM
431
Bartlett & Co Wealth Management
Ohio
$8.08K -$654 -15 -7%
ETC
432
Exchange Traded Concepts
Oklahoma
$8K -$698 -16 -7%
BC
433
Bartlett & Co
Ohio
$8K -$654 -15 -7%
MA
434
MCF Advisors
Kentucky
$8K – – –
PMFA
435
Plante Moran Financial Advisors
Michigan
$8K – – –
CFN
436
Cordasco Financial Network
Florida
$8K +$44 +1 +0.5%
JMF
437
Johnson Midwest Financial
Iowa
$8K +$8.72K +200 New
CWC
438
Carolinas Wealth Consulting
North Carolina
$8K +$9.46K +217 New
MGIM
439
M&G Investment Management
United Kingdom
$7.96K -$1.72M -39,347 -16%
CHC
440
City Holding Co
West Virginia
$7K – – –
GAM
441
Gemmer Asset Management
California
$7K – – –
CCM
442
Cribstone Capital Management
Maine
$6K – – –
GRP
443
Global Retirement Partners
California
$6K – – –
IFAM
444
Institutional & Family Asset Management
Colorado
$6K – – –
SSC
445
Syverson Strege & Co
Iowa
$6K +$6.54K +150 New
CWP
446
Concord Wealth Partners
Virginia
$5K – – –
SCA
447
Stonebridge Capital Advisors
Minnesota
$4K -$4.36K -100 -50%
TWA
448
TCI Wealth Advisors
Arizona
$4K -$2.18K -50 -33%
BCA
449
Berman Capital Advisors
Georgia
$4K -$131 -3 -2%
CWA
450
Clearview Wealth Advisors
Oregon
$4K – – –
16 17
18
19 20

WPM Hedge Fund Activity: Q3 2021 in Review

470 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q3 2021, worth a combined $9.61B — down 14% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new WPM positions and 52 closed out — a net gain of 4 holders — while 167 added to existing stakes and 151 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $164M. The largest seller was Fidelity International, cutting an estimated $173M.

  • 470 institutional investors held Wheaton Precious Metals (WPM) as of Q3 2021, down from 472 in Q2 2021.
  • Funds reported $9.61B of Wheaton Precious Metals stock for Q3 2021, down 14% quarter-over-quarter.
  • 56 funds opened new Wheaton Precious Metals positions in Q3 2021 and 52 closed out, a net change of +4 holders.
  • The largest Wheaton Precious Metals buyer in Q3 2021 was Vaughan Nelson Investment Management, an estimated $164M added.
  • The largest Wheaton Precious Metals seller in Q3 2021 was Fidelity International, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2021.