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Wheaton Precious Metals

513 hedge funds and large institutions have $11B invested in Wheaton Precious Metals in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 173 increasing their positions, 170 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 31

30% more capital invested

Capital invested by funds: $8.48B → $11B (+$2.54B)

11% more funds holding

Funds holding: 461513 (+52)

11% more call options, than puts

Call options by funds: $286M | Put options by funds: $258M

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.81% more ownership

Funds ownership: 58.67%60.48% (+1.8%)

2% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 170

Holders
513
Holders Change
+52
Holders Change %
+11.28%
% of All Funds
8.25%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
89
Increased
173
Reduced
170
Closed
31
Calls
$286M
Puts
$258M
Net Calls
+$27.3M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
426
Lindbrook Capital
California
$34.2K -$904 -25 -3%
FMP
427
Financial Management Professionals
Texas
$34K
Carson Wealth (CWM LLC)
428
Carson Wealth (CWM LLC)
Nebraska
$34K +$2.6K +72 +9%
NFSG
429
Newbridge Financial Services Group
Florida
$33K +$108 +3 +0.4%
SWM
430
Sugarloaf Wealth Management
Georgia
$32.4K +$29.9K +828 New
WWP
431
WR Wealth Planners
Missouri
$31.1K
AWM
432
Avior Wealth Management
Nebraska
$31K +$10.1K +280 +55%
SBL
433
Sargent Bickham Lagudis
Colorado
$30.9K -$35.8K -990 -56%
GJIA
434
Glass Jacobson Investment Advisors
Maryland
$29.7K +$27.5K +760 New
ACA
435
Atlas Capital Advisors
Wyoming
$28.6K +$26.5K +733 New
AF
436
Advisornet Financial
Minnesota
$28.3K -$7.23K -200 -22%
MPWT
437
MassMutual Private Wealth & Trust
Connecticut
$26K +$615 +17 +3%
KTC
438
Kistler-Tiffany Companies
Pennsylvania
$25.7K +$72 +2 +0.3%
PFA
439
Pathway Financial Advisers
Indiana
$25.4K +$23.5K +650 New
NC
440
NewSquare Capital
Pennsylvania
$25K +$23.1K +640 New
OA
441
Operose Advisors
Wisconsin
$22.5K -$53.2K -1,471 -72%
GWS
442
Glassman Wealth Services
Virginia
$22.4K +$8.21K +227 +66%
JWM
443
Janiczek Wealth Management
Colorado
$21.5K -$759 -21 -4%
AAG
444
Armstrong Advisory Group
Massachusetts
$21.5K +$19.9K +550 New
BFEC
445
Benjamin F. Edwards & Company
Missouri
$20K
JFA
446
JNBA Financial Advisors
Minnesota
$19.5K -$1.66K -46 -8%
MSFP
447
Mark Sheptoff Financial Planning
Connecticut
$19.5K
AFIA
448
America First Investment Advisors
Nebraska
$19K +$17.4K +480 New
FCA
449
FinTrust Capital Advisors
South Carolina
$19K
Dimensional Fund Advisors
450
Dimensional Fund Advisors
Texas
$18.1K +$446K +12,334 +3%

WPM Hedge Fund Activity: Q4 2022 in Review

513 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q4 2022, worth a combined $11B — up 30% from $8.48B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new WPM positions and 31 closed out — a net gain of 58 holders — while 173 added to existing stakes and 170 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $106M. The largest seller was Two Sigma Investments, cutting an estimated $66.4M.

  • 513 institutional investors held Wheaton Precious Metals (WPM) as of Q4 2022, up from 461 in Q3 2022.
  • Funds reported $11B of Wheaton Precious Metals stock for Q4 2022, up 30% quarter-over-quarter.
  • 89 funds opened new Wheaton Precious Metals positions in Q4 2022 and 31 closed out, a net change of +58 holders.
  • The largest Wheaton Precious Metals buyer in Q4 2022 was National Bank of Canada, an estimated $106M added.
  • The largest Wheaton Precious Metals seller in Q4 2022 was Two Sigma Investments, an estimated $66.4M sold.

Based on aggregated 13F filings for Q4 2022.