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Wheaton Precious Metals
WPM

Overview Fund Activity

484 hedge funds and large institutions have $11.4B invested in Wheaton Precious Metals in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 160 increasing their positions, 163 reducing their positions, and 59 closing their positions.

Holders
484
Holders Change
-21
Holders Change %
-4.16%
% of All Funds
7.72%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
41
Increased
160
Reduced
163
Closed
59
Calls
$163M
Puts
$137M
Net Calls
+$25.9M
Net Calls Change
-$39.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$256M
2
Fidelity International
2
Fidelity International
Bermuda
$410M
3
Capital World Investors
3
Capital World Investors
California
$1.35B
4
Norges Bank
4
Norges Bank
Norway
$320M
5
BCIM
5
British Columbia Investment Management
British Columbia, Canada
$43.5M

Top Sellers

1
ATN
1
AMF Tjänstepension
Sweden
$9.52M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$655M
3
EWA
3
EP Wealth Advisors
California
$218K
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$145M
5
BlackRock
5
BlackRock
New York
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
WT
451
Whittier Trust
California
$9.12K 225 – –
CSPIA
452
Cary Street Partners Investment Advisory
Virginia
$8.11K 200 – –
CHC
453
City Holding Co
West Virginia
$8.07K 199 – –
AA
454
AlphaMark Advisors
Kentucky
$8K 200 – –
IFAM
455
Institutional & Family Asset Management
Colorado
$6.37K 157 – –
UB
456
UMB Bank
Missouri
$6.08K 150 – –
PMFA
457
Plante Moran Financial Advisors
Michigan
$6.08K 150 – –
SHIM
458
Stone House Investment Management
Pennsylvania
$5.94K 146 +11 +8%
HCM
459
Hollencrest Capital Management
California
$5.52K 136 – –
BIA
460
Bell Investment Advisors
California
$5.23K 129 – –
OIA
461
Optimum Investment Advisors
Illinois
$4.83K 119 – –
JWA
462
JFS Wealth Advisors
Pennsylvania
$4.26K 105 – –
CSC
463
Caldwell Sutter Capital
California
$4.06K 100 – –
CFD
464
Creative Financial Designs
Indiana
$4.06K 100 – –
SIS
465
Sound Income Strategies
Florida
$4.06K 100 – –
EWM
466
Evermay Wealth Management
Virginia
$4.06K 100 +100 New
EARNEST Partners
467
EARNEST Partners
Georgia
$3.8K 69 – –
ZB
468
Zions Bancorporation
Utah
$3.2K 79 – –
NC
469
NewSquare Capital
Pennsylvania
$3.16K 78 -718 -90%
BWM
470
Baystate Wealth Management
Massachusetts
$3.14K 77 – –
VWM
471
Venturi Wealth Management
Texas
$2.96K 73 – –
CTC
472
Central Trust Company
Missouri
$2.03K 50 – –
ETC
473
Exchange Traded Concepts
Oklahoma
$2.03K 50 -96 -66%
TFA
474
Toth Financial Advisory
Virginia
$1.62K 40 – –
SC
475
SouthState Corp
Florida
$1.62K 40 +40 New
17 18
19
20 21