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Wheaton Precious Metals
WPM

Overview Fund Activity

534 hedge funds and large institutions have $13.9B invested in Wheaton Precious Metals in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 168 increasing their positions, 175 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+50
Holders Change %
+10.33%
% of All Funds
7.83%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
88
Increased
168
Reduced
175
Closed
34
Calls
$263M
Puts
$142M
Net Calls
+$121M
Net Calls Change
+$94.9M

Top Buyers

1
VanEck Associates
VanEck Associates
New York
$1.01B
2
Morgan Stanley
Morgan Stanley
New York
$197M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$201M
4
MBI
Montrusco Bolton Investments
Quebec, Canada
$47.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$164M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.51B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$714M
3
VNIM
Vaughan Nelson Investment Management
Texas
$176M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$158M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
426
Advisornet Financial
Minnesota
$136K -$8.64K -175 -6%
WSC
427
Wellington Shields & Co
New York
$128K +$128K +2,600 New
QC
428
Quent Capital
New York
$118K – – –
ATFA
429
All Terrain Financial Advisors
Minnesota
$113K +$113K +2,300 New
1832 Asset Management
430
1832 Asset Management
Ontario, Canada
$111K +$111K +2,248 New
Carson Wealth (CWM LLC)
431
Carson Wealth (CWM LLC)
Nebraska
$106K -$16.6K -337 -14%
GIM
432
Gold Investment Management
Alberta, Canada
$96.2K +$96.2K +1,949 New
JPWM
433
Jamison Private Wealth Management
Georgia
$95K +$29.2K +592 +44%
CAL
434
Capital Analysts LLC
Pennsylvania
$89K -$57.9K -1,170 -39%
Mitsubishi UFJ Trust & Banking
435
Mitsubishi UFJ Trust & Banking
Japan
$83.8K – – –
TC
436
Tacita Capital
Ontario, Canada
$77.5K – – –
LFG
437
Larson Financial Group
Missouri
$74.7K – – –
WSCM
438
Wellington Shields Capital Management
New York
$74K +$74K +1,500 New
FFA
439
Farther Finance Advisors
California
$66.8K +$21.1K +428 +46%
JWM
440
Janiczek Wealth Management
Colorado
$64.9K +$33.6K +680 +107%
HI
441
Hoey Investments
Pennsylvania
$64.1K – – –
CTC
442
Central Trust Company
Missouri
$61.7K +$59.2K +1,200 +2,400%
HCP
443
Hexagon Capital Partners
Arkansas
$57.2K +$13.5K +273 +31%
MPWT
444
MassMutual Private Wealth & Trust
Connecticut
$57.1K +$8.98K +182 +19%
FIM
445
FWL Investment Management
Texas
$56.7K – – –
HT
446
Headlands Technologies
Illinois
$56.6K -$18.3K -371 -24%
WPWM
447
Western Pacific Wealth Management
Illinois
$54.9K +$17.7K +359 +48%
FPFS
448
First Personal Financial Services
North Carolina
$54.3K -$6.07K -123 -10%
AF
449
Allworth Financial
California
$53K -$10.3K -209 -16%
HWM
450
HighMark Wealth Management
Minnesota
$50.2K +$99 +2 +0.2%
16 17
18
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