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Wheaton Precious Metals

505 hedge funds and large institutions have $13.4B invested in Wheaton Precious Metals in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 166 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $414M | Put options by funds: $179M

21% more capital invested

Capital invested by funds: $11B → $13.4B (+$2.35B)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

4% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 160

2% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 49

0.8% more ownership

Funds ownership: 60.48%61.28% (+0.8%)

2% less funds holding

Funds holding: 513505 (-8)

Holders
505
Holders Change
-8
Holders Change %
-1.56%
% of All Funds
8.05%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
50
Increased
166
Reduced
160
Closed
49
Calls
$414M
Puts
$179M
Net Calls
+$234M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
476
Plante Moran Financial Advisors
Michigan
$7.22K
UB
477
UMB Bank
Missouri
$7.22K
CA
478
Crewe Advisors
Utah
$6.74K
HCM
479
Hollencrest Capital Management
California
$6.55K
CWP
480
Concord Wealth Partners
Virginia
$6.26K
OIA
481
Optimum Investment Advisors
Illinois
$5.73K
RF
482
Robbins Farley
New Hampshire
$5.63K
PWMG
483
Prestige Wealth Management Group
New Jersey
$5.32K
JWA
484
JFS Wealth Advisors
Pennsylvania
$5.06K
CFD
485
Creative Financial Designs
Indiana
$4.82K
SIS
486
Sound Income Strategies
Florida
$4.82K
SCA
487
Stonebridge Capital Advisors
Minnesota
$4.82K
TWA
488
TCI Wealth Advisors
Arizona
$4.82K
FGAM
489
Financial Gravity Asset Management
Texas
$4.22K +$2.1K +48 New
Commonwealth Equity Services
490
Commonwealth Equity Services
Massachusetts
$4.15K -$508K -11,631 -12%
ZB
491
Zions Bancorporation
Utah
$3.81K -$1.88K -43 -35%
BWM
492
Baystate Wealth Management
Massachusetts
$3.69K
VWM
493
Venturi Wealth Management
Texas
$3.52K +$3.19K +73 New
EARNEST Partners
494
EARNEST Partners
Georgia
$3.32K
ETC
495
Exchange Traded Concepts
Oklahoma
$3.27K -$1.27K -29 -30%
CTC
496
Central Trust Company
Missouri
$2.41K
SHIM
497
Stone House Investment Management
Pennsylvania
$2.26K +$2.06K +47 New
TFA
498
Toth Financial Advisory
Virginia
$1.93K
CFGS
499
Concourse Financial Group Securities
Alabama
$1.45K
BCMLT
500
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.33K

WPM Hedge Fund Activity: Q1 2023 in Review

505 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q1 2023, worth a combined $13.4B — up 21% from $11B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new WPM positions and 49 closed out — a net gain of 1 holder — while 166 added to existing stakes and 160 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $226M. The largest seller was Royal Bank of Canada, cutting an estimated $86.8M.

  • 505 institutional investors held Wheaton Precious Metals (WPM) as of Q1 2023, down from 513 in Q4 2022.
  • Funds reported $13.4B of Wheaton Precious Metals stock for Q1 2023, up 21% quarter-over-quarter.
  • 50 funds opened new Wheaton Precious Metals positions in Q1 2023 and 49 closed out, a net change of +1 holder.
  • The largest Wheaton Precious Metals buyer in Q1 2023 was Fidelity Investments, an estimated $226M added.
  • The largest Wheaton Precious Metals seller in Q1 2023 was Royal Bank of Canada, an estimated $86.8M sold.

Based on aggregated 13F filings for Q1 2023.