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Wheaton Precious Metals
WPM

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: 450 → 468 (+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: 17 → 8 (-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

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$140M
2
VanEck Associates
VanEck Associates
New York
+$76.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$73.7M
4
APG Asset Management
APG Asset Management
Netherlands
+$61.1M
5
Morgan Stanley
Morgan Stanley
New York
+$44.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$219M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
3
Fidelity International
Fidelity International
Bermuda
-$137M
4
AC
Alleghany Corporation
New York
-$125M
5
Franklin Resources
Franklin Resources
California
-$107M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
476
Shelton Capital Management
Colorado
– -$4.27M -87,000 Closed
HighTower Advisors
477
HighTower Advisors
Illinois
– -$4.04M -82,281 Closed
Nomura Asset Management
478
Nomura Asset Management
Japan
– -$2.46M -55,000 Closed
Capital Fund Management (CFM)
479
Capital Fund Management (CFM)
France
– -$2M -44,772 Closed
CCA
480
Catalyst Capital Advisors
New York
– -$1.84M -37,500 Closed
AAS
481
Avantax Advisory Services
Texas
– -$1.37M -27,913 Closed
CS
482
Comerica Securities
Michigan
– -$1.32M -27,040 Closed
CI
483
Capital International
California
– -$1.26M -25,666 Closed
CU
484
CQS (US)
New York
– -$1.23M -25,000 Closed
RA
485
Rational Advisors
New York
– -$1.14M -23,171 Closed
OTPPB
486
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$847K -17,273 Closed
TEE
487
Tibra Equities Europe
United Kingdom
– -$726K -14,800 Closed
CIS
488
Capital International Sarl
California
– -$641K -13,099 Closed
BAM
489
Blueshift Asset Management
New Jersey
– -$606K -12,347 Closed
Nomura Holdings
490
Nomura Holdings
Japan
– -$589K -12,000 Closed
VF
491
Virtu Financial
New York
– -$523K -10,655 Closed
LFA
492
Legend Financial Advisors
Pennsylvania
– -$496K -10,118 Closed
Thrivent Financial for Lutherans
493
Thrivent Financial for Lutherans
Minnesota
– -$454K -9,254 Closed
AWM
494
AE Wealth Management
Kansas
– -$431K -8,780 Closed
X
495
Xponance
Pennsylvania
– -$389K -7,919 Closed
CC
496
Centiva Capital
New York
– -$383K -7,809 Closed
SM
497
SG3 Management
Puerto Rico
– -$343K -7,000 Closed
MF
498
Magnetar Financial
Illinois
– -$335K -6,820 Closed
LOAMS
499
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$419K -6,407 Closed
BRWA
500
B. Riley Wealth Advisors
Florida
– -$292K -5,945 Closed
18 19
20
21 22

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.