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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 %
GCM
451
Gables Capital Management
Florida
$49.3K – – –
HFS
452
Hantz Financial Services
Michigan
$49K – – –
MFC
453
Mechanics Financial Corp
Ohio
$44.4K – – –
FMP
454
Financial Management Professionals
Texas
$43K +$246 +5 +0.6%
Fifth Third Bancorp
455
Fifth Third Bancorp
Ohio
$42.6K +$29.7K +602 +231%
SAM
456
Smartleaf Asset Management
Massachusetts
$39.7K +$39.7K +800 New
AA
457
Ancora Advisors
Ohio
$39.5K – – –
PS
458
Principal Securities
Iowa
$39.2K +$39.2K +795 New
LC
459
Lindbrook Capital
California
$39.1K +$49 +1 +0.1%
GJIA
460
Glass Jacobson Investment Advisors
Maryland
$37.5K – – –
NFSG
461
Newbridge Financial Services Group
Florida
$35.7K -$22.5K -455 -39%
MA
462
MCF Advisors
Kentucky
$34K – – –
PFA
463
Pathway Financial Advisers
Indiana
$32.3K – – –
GWS
464
Glassman Wealth Services
Virginia
$31.7K -$345 -7 -1%
MSWM
465
McGlone Suttner Wealth Management
Wisconsin
$30.6K +$30.6K +621 New
CJ
466
Caitlin John
Michigan
$29.7K +$29.7K +602 New
NS
467
NBC Securities
Alabama
$29K -$51.9K -1,074 -64%
OA
468
Operose Advisors
Wisconsin
$28.4K – – –
CFO
469
CVA Family Office
Colorado
$25.8K +$25.8K +522 New
BFEC
470
Benjamin F. Edwards & Company
Missouri
$25K – – –
BWM
471
Baystate Wealth Management
Massachusetts
$24.7K +$20.9K +424 +551%
MSFP
472
Mark Sheptoff Financial Planning
Connecticut
$24.7K – – –
SC
473
Stephens Consulting
Michigan
$23.7K +$23.7K +481 New
UIA
474
Ulland Investment Advisors
Minnesota
$23K – – –
AWM
475
Avior Wealth Management
Nebraska
$22.5K +$741 +15 +3%
17 18
19
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