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Wheaton Precious Metals

468 hedge funds and large institutions have $10.6B invested in Wheaton Precious Metals in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 174 increasing their positions, 128 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 59

36% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 128

4% more funds holding

Funds holding: 450468 (+18)

1.75% less ownership

Funds ownership: 58.27%56.52% (-1.8%)

18% less capital invested

Capital invested by funds: $12.8B → $10.6B (-$2.27B)

18% less call options, than puts

Call options by funds: $173M | Put options by funds: $211M

53% less funds holding in top 10

Funds holding in top 10: 178 (-9)

Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
8.28%
Holding in Top 10
8
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-52.94%
% of All Funds
0.14%
New
85
Increased
174
Reduced
128
Closed
59
Calls
$173M
Puts
$211M
Net Calls
-$37.9M
Net Calls Change
-$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$101M -$8.98M -201,012 -8%
VNIM
27
Vaughan Nelson Investment Management
Texas
$99.7M +$12M +268,023 +13%
Morgan Stanley
28
Morgan Stanley
New York
$99.6M +$44.8M +1,003,447 +73%
Invesco
29
Invesco
Georgia
$87.7M -$6.92M -154,851 -7%
Bank of America
30
Bank of America
North Carolina
$85.7M -$8.89M -199,123 -9%
Citadel Advisors
31
Citadel Advisors
Florida
$82.6M +$73.7M +1,651,175 +505%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$72.3M -$10.3M -231,078 -12%
JP Morgan Chase
33
JP Morgan Chase
New York
$71.3M +$7.74M +173,401 +11%
GCC
34
Guardian Capital (Canada)
Ontario, Canada
$70.1M -$17.2M -385,080 -19%
Toronto Dominion Bank
35
Toronto Dominion Bank
Ontario, Canada
$67.9M +$2.94M +65,849 +4%
DekaBank Deutsche Girozentrale
36
DekaBank Deutsche Girozentrale
Germany
$67.3M +$1.24M +27,819 +2%
BCIM
37
British Columbia Investment Management
British Columbia, Canada
$66.1M -$2.48M -55,525 -3%
DS
38
Dudley & Shanley
Florida
$64.3M +$1.51M +33,800 +2%
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$64.1M +$26.1M +583,490 +61%
AIMCA
40
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$63.6M +$8.71M +195,100 +15%
Ninety One (UK)
41
Ninety One (UK)
United Kingdom
$57.3M +$4.45M +99,527 +8%
SI
42
Sprott Inc
Ontario, Canada
$55.9M +$1.53M +34,300 +3%
AAMU
43
Amundi Asset Management US
Massachusetts
$55.2M +$7.9M +176,964 +15%
GF
44
Gabelli Funds
New York
$49.7M +$648K +14,500 +1%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$49.3M +$5.73M +128,216 +12%
KGI
46
Kopernik Global Investors
Florida
$48.4M +$18M +402,627 +53%
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$44.1M +$7.06M +157,967 +18%
Marshall Wace
48
Marshall Wace
United Kingdom
$40M +$34.4M +770,329 +408%
UBS Group
49
UBS Group
Switzerland
$38.6M +$9.54M +213,504 +30%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$38M +$5.23M +117,094 +15%

WPM Hedge Fund Activity: Q4 2020 in Review

468 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q4 2020, worth a combined $10.6B — down 18% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new WPM positions and 59 closed out — a net gain of 26 holders — while 174 added to existing stakes and 128 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $140M. The largest seller was Capital International Investors, exiting entirely with an estimated $219M sold.

  • 468 institutional investors held Wheaton Precious Metals (WPM) as of Q4 2020, up from 450 in Q3 2020.
  • Funds reported $10.6B of Wheaton Precious Metals stock for Q4 2020, down 18% quarter-over-quarter.
  • 85 funds opened new Wheaton Precious Metals positions in Q4 2020 and 59 closed out, a net change of +26 holders.
  • The largest Wheaton Precious Metals buyer in Q4 2020 was Massachusetts Financial Services, an estimated $140M added.
  • The largest Wheaton Precious Metals seller in Q4 2020 was Capital International Investors, an estimated $219M sold.

Based on aggregated 13F filings for Q4 2020.