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Wheaton Precious Metals
WPM

328 hedge funds and large institutions have $6.15B invested in Wheaton Precious Metals in 2016 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 127 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 36

13% more capital invested

Capital invested by funds: $5.43B → $6.15B (+$721M)

0% more funds holding

Funds holding: 328 → 328 (0)

4% less call options, than puts

Call options by funds: $200M | Put options by funds: $209M

7% less funds holding in top 10

Funds holding in top 10: 15 → 14 (-1)

17% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 127

Holders
328
Holders Change
–
Holders Change %
0%
% of All Funds
8.75%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.37%
New
41
Increased
105
Reduced
127
Closed
36
Calls
$200M
Puts
$209M
Net Calls
-$8.79M
Net Calls Change
-$17.8M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$72.4M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$68.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$67.8M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$62.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$62.1M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$159M
2
PC
Passport Capital
California
-$70.5M
3
Bank of America
Bank of America
North Carolina
-$49.9M
4
RL
Ruffer LLP
United Kingdom
-$46.1M
5
CGI
CI Global Investments
California
-$41.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity International
26
Fidelity International
Bermuda
$49.9M +$17.9M +651,185 +55%
SAC
27
Smith Affiliated Capital
New York
$48.4M – – –
Two Sigma Investments
28
Two Sigma Investments
New York
$47M +$45.1M +1,639,390 +1,622%
UBS AM
29
UBS AM
Illinois
$42.6M +$1.67M +60,874 +4%
Invesco
30
Invesco
Georgia
$42M -$12.9M -469,733 -23%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$40.6M +$3.01M +109,317 +8%
JP Morgan Chase
32
JP Morgan Chase
New York
$40.6M +$5.02M +182,467 +14%
Canada Life
33
Canada Life
Manitoba, Canada
$39.9M -$27.3M -993,122 -40%
IGIM
34
I.G. Investment Management
Manitoba, Canada
$38.7M -$1.07M -38,790 -3%
USAA
35
United Services Automobile Association
Texas
$37.8M -$2.67M -96,931 -6%
KGI
36
Kopernik Global Investors
Florida
$36.8M -$6.68M -242,969 -15%
PIC
37
PCJ Investment Counsel
Ontario, Canada
$34.6M -$11.5M -417,200 -25%
Morgan Stanley
38
Morgan Stanley
New York
$34.4M -$9.07M -329,836 -21%
SI
39
Sprott Inc
Ontario, Canada
$34.2M +$16.3M +593,216 +88%
AQR Capital Management
40
AQR Capital Management
Connecticut
$33.6M -$9.65M -350,918 -22%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$32.3M -$7.59M -275,799 -19%
BHC
42
Bowen Hanes & Co
Florida
$31.7M -$1.55M -56,425 -5%
O
43
OppenheimerFunds
New York
$31.6M -$13.8M -501,972 -30%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.9M -$1.96M -71,092 -6%
American Century Companies
45
American Century Companies
Missouri
$30.1M -$5.73M -208,380 -16%
AC
46
Addenda Capital
Quebec, Canada
$29.7M – – –
RL
47
Ruffer LLP
United Kingdom
$28.1M -$46.1M -1,674,421 -57%
Jennison Associates
48
Jennison Associates
New York
$26.9M -$2.22M -80,555 -7%
CS
49
Credit Suisse
Switzerland
$26.3M -$9.44M -343,001 -26%
Bank of Nova Scotia
50
Bank of Nova Scotia
Ontario, Canada
$23.5M +$111K +4,051 +0.5%
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WPM Hedge Fund Activity: Q3 2016 in Review

328 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q3 2016, worth a combined $6.15B — up 13% from $5.43B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new WPM positions and 36 closed out — a net gain of 5 holders — while 105 added to existing stakes and 127 trimmed.

The largest buyer was Norges Bank, adding an estimated $72.4M. The largest seller was Franklin Resources, cutting an estimated $159M.

  • 328 institutional investors held Wheaton Precious Metals (WPM) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $6.15B of Wheaton Precious Metals stock for Q3 2016, up 13% quarter-over-quarter.
  • 41 funds opened new Wheaton Precious Metals positions in Q3 2016 and 36 closed out, a net change of +5 holders.
  • The largest Wheaton Precious Metals buyer in Q3 2016 was Norges Bank, an estimated $72.4M added.
  • The largest Wheaton Precious Metals seller in Q3 2016 was Franklin Resources, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2016.