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Wheaton Precious Metals

513 hedge funds and large institutions have $11B invested in Wheaton Precious Metals in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 173 increasing their positions, 170 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 31

30% more capital invested

Capital invested by funds: $8.48B → $11B (+$2.54B)

11% more funds holding

Funds holding: 461513 (+52)

11% more call options, than puts

Call options by funds: $286M | Put options by funds: $258M

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.81% more ownership

Funds ownership: 58.67%60.48% (+1.8%)

2% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 170

Holders
513
Holders Change
+52
Holders Change %
+11.28%
% of All Funds
8.25%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
89
Increased
173
Reduced
170
Closed
31
Calls
$286M
Puts
$258M
Net Calls
+$27.3M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
476
Institutional & Family Asset Management
Colorado
$6.1K
UB
477
UMB Bank
Missouri
$6K
CCM
478
Cribstone Capital Management
Maine
$5.86K
PMFA
479
Plante Moran Financial Advisors
Michigan
$5.86K
SSC
480
Syverson Strege & Co
Iowa
$5.86K
CA
481
Crewe Advisors
Utah
$5.47K +$4.66K +129 +1,173%
HCM
482
Hollencrest Capital Management
California
$5.32K +$4.92K +136 New
CWP
483
Concord Wealth Partners
Virginia
$5.08K +$4.7K +130 New
PFBT
484
Parkside Financial Bank & Trust
Missouri
$5.04K
TRCT
485
Tower Research Capital (TRC)
New York
$5K -$377K -10,419 -99%
EWA
486
EverSource Wealth Advisors
Alabama
$4.85K +$3.15K +87 +235%
ZB
487
Zions Bancorporation
Utah
$4.77K -$7.95K -220 -64%
OIA
488
Optimum Investment Advisors
Illinois
$4.65K
RF
489
Robbins Farley
New Hampshire
$4.57K
ACP
490
Arcus Capital Partners
Georgia
$4.42K +$4.08K +113 New
PWMG
491
Prestige Wealth Management Group
New Jersey
$4.3K
JWA
492
JFS Wealth Advisors
Pennsylvania
$4.1K +$2.82K +78 +289%
PAG
493
Private Advisor Group
New Jersey
$3.92K +$526K +14,551 +17%
CFD
494
Creative Financial Designs
Indiana
$3.91K
SIS
495
Sound Income Strategies
Florida
$3.91K
SCA
496
Stonebridge Capital Advisors
Minnesota
$3.91K
TWA
497
TCI Wealth Advisors
Arizona
$3.91K
ETC
498
Exchange Traded Concepts
Oklahoma
$3.79K -$687 -19 -16%
EARNEST Partners
499
EARNEST Partners
Georgia
$3.65K
BWM
500
Baystate Wealth Management
Massachusetts
$3K

WPM Hedge Fund Activity: Q4 2022 in Review

513 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q4 2022, worth a combined $11B — up 30% from $8.48B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new WPM positions and 31 closed out — a net gain of 58 holders — while 173 added to existing stakes and 170 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $106M. The largest seller was Two Sigma Investments, cutting an estimated $66.4M.

  • 513 institutional investors held Wheaton Precious Metals (WPM) as of Q4 2022, up from 461 in Q3 2022.
  • Funds reported $11B of Wheaton Precious Metals stock for Q4 2022, up 30% quarter-over-quarter.
  • 89 funds opened new Wheaton Precious Metals positions in Q4 2022 and 31 closed out, a net change of +58 holders.
  • The largest Wheaton Precious Metals buyer in Q4 2022 was National Bank of Canada, an estimated $106M added.
  • The largest Wheaton Precious Metals seller in Q4 2022 was Two Sigma Investments, an estimated $66.4M sold.

Based on aggregated 13F filings for Q4 2022.