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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
OIA
451
Optimum Investment Advisors
Illinois
$4K – – –
PWMG
452
Prestige Wealth Management Group
New Jersey
$4K +$4.8K +110 New
RF
453
Robbins Farley
New Hampshire
$4K +$5.1K +117 New
BWM
454
Baystate Wealth Management
Massachusetts
$3K – – –
CI
455
CX Institutional
Indiana
$3K – – –
EARNEST Partners
456
EARNEST Partners
Georgia
$3K – – –
LWANC
457
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
JWM
458
Janiczek Wealth Management
Colorado
$3K +$131 +3 +4%
WTC
459
WhitTier Trust Company
Nevada
$3K +$3.01K +69 New
BIA
460
Bell Investment Advisors
California
$3K +$3.97K +91 New
FPS
461
Fieldpoint Private Securities
Connecticut
$3K +$4.06K +93 New
CTC
462
Central Trust Company
Missouri
$2K – – –
JPLA
463
Joseph P. Lucia & Associates
New York
$2K – – –
MAM
464
Meeder Asset Management
Ohio
$1K -$392 -9 -38%
BFC
465
Bedel Financial Consulting
Indiana
$1K – – –
CA
466
Clearstead Advisors
Ohio
$1K – – –
JWA
467
JFS Wealth Advisors
Pennsylvania
$1K – – –
ME
468
McIlrath & Eck
Washington
$1K – – –
FWM
469
Focused Wealth Management
New York
$1K +$741 +17 New
ED
470
Exane Derivatives
France
$639 – – –
BBHC
471
Brown Brothers Harriman & Co
New York
$27 – – –
Balyasny Asset Management
472
Balyasny Asset Management
Illinois
– -$15.5M -351,048 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
473
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$15.1M -342,562 Closed
HF
474
HRT Financial
New York
– -$7.24M -164,323 Closed
GP
475
Greenline Partners
New York
– -$6.88M -156,239 Closed
17 18
19
20 21

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.