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Wheaton Precious Metals
WPM

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: 450 → 468 (+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: 17 → 8 (-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

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$140M
2
VanEck Associates
VanEck Associates
New York
+$76.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$73.7M
4
APG Asset Management
APG Asset Management
Netherlands
+$61.1M
5
Morgan Stanley
Morgan Stanley
New York
+$44.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$219M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
3
Fidelity International
Fidelity International
Bermuda
-$137M
4
AC
Alleghany Corporation
New York
-$125M
5
Franklin Resources
Franklin Resources
California
-$107M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
451
Clearview Wealth Advisors
Oregon
$4K +$4.47K +100 New
MAM
452
Meeder Asset Management
Ohio
$3K -$223 -5 -7%
CTC
453
Central Trust Company
Missouri
$3K – – –
EARNEST Partners
454
EARNEST Partners
Georgia
$3K – – –
AWA
455
Arkadios Wealth Advisors
Georgia
$3K +$1.65K +37 +67%
JPLA
456
Joseph P. Lucia & Associates
New York
$3K +$2.9K +65 New
LWANC
457
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3.35K +75 New
JWM
458
Janiczek Wealth Management
Colorado
$2K -$536 -12 -17%
AFG
459
Albion Financial Group
Utah
$2K +$2.23K +50 New
WFI
460
West Family Investments
California
$1.86K +$1.83M +41,000 New
BFC
461
Bedel Financial Consulting
Indiana
$1K – – –
ME
462
McIlrath & Eck
Washington
$1K – – –
BC
463
Bartlett & Co
Ohio
$1K +$670 +15 New
RPWA
464
Regent Peak Wealth Advisors
Georgia
$1K +$938 +21 New
TPWA
465
TRUE Private Wealth Advisors
Oregon
$1K +$2.01K +45 New
ED
466
Exane Derivatives
France
$710 – – –
BCWM
467
Bartlett & Co Wealth Management
Ohio
$626 +$670 +15 New
Capital International Investors
468
Capital International Investors
California
– -$219M -4,473,696 Closed
AC
469
Alleghany Corporation
New York
– -$125M -2,550,000 Closed
Aberdeen Group
470
Aberdeen Group
United Kingdom
– -$26.9M -548,842 Closed
PI
471
Putnam Investments
Massachusetts
– -$25.6M -522,300 Closed
WCA
472
Waratah Capital Advisors
Ontario, Canada
– -$14M -285,619 Closed
BCM
473
Barometer Capital Management
Ontario, Canada
– -$13.4M -204,800 Closed
CII
474
Capital International Inc
California
– -$5.09M -103,864 Closed
IA
475
Icon Advisers
Colorado
– -$4.27M -87,000 Closed
17 18
19
20 21

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.