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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
CSB
451
City State Bank
Iowa
$18K
UIA
452
Ulland Investment Advisors
Minnesota
$18K
APC
453
Aspire Private Capital
North Carolina
$17.8K
SWM
454
Spire Wealth Management
Virginia
$17K
CWC
455
Carolinas Wealth Consulting
North Carolina
$16.5K +$36 +1 +0.2%
Fifth Third Bancorp
456
Fifth Third Bancorp
Ohio
$16.5K -$74K -2,048 -83%
AF
457
Allworth Financial
California
$15.3K -$11.6K -321 -45%
BHWM
458
Beaird Harris Wealth Management
Texas
$14.3K
IGWM
459
ICA Group Wealth Management
Colorado
$13.7K +$12.7K +350 New
IWP
460
IAG Wealth Partners
Wisconsin
$13.5K -$21.7K -600 -63%
MFC
461
Mechanics Financial Corp
Ohio
$12K +$1.81K +50 +20%
CTA
462
Colonial Trust Advisors
South Carolina
$11.7K +$10.8K +300 New
WTA
463
Washington Trust Advisors
Massachusetts
$10.4K
TF
464
Tompkins Financial
New York
$10K
GRP
465
Global Retirement Partners
California
$9.56K -$542 -15 -6%
RBC
466
Romano Brothers & Co
Illinois
$8.99K +$8.31K +230 New
WT
467
Whittier Trust
California
$8.79K
BIA
468
Bell Investment Advisors
California
$8.4K -$578 -16 -7%
BCWM
469
Bartlett & Co Wealth Management
Ohio
$8.4K
AA
470
AlphaMark Advisors
Kentucky
$8K
BC
471
Bartlett & Co
Ohio
$8K
WTC
472
WhitTier Trust Company
Nevada
$7.97K
CSPIA
473
Cary Street Partners Investment Advisory
Virginia
$7.82K +$7.23K +200 New
CHC
474
City Holding Co
West Virginia
$7.77K
First Manhattan
475
First Manhattan
New York
$7.77K +$6.69K +185 New

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.