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Wheaton Precious Metals
WPM

Overview Fund Activity

505 hedge funds and large institutions have $11.8B invested in Wheaton Precious Metals in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 161 increasing their positions, 179 reducing their positions, and 55 closing their positions.

Holders
505
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
7.97%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
60
Increased
161
Reduced
179
Closed
55
Calls
$219M
Puts
$153M
Net Calls
+$65.3M
Net Calls Change
-$169M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$360M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$199M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$45.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$46.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$93.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$756M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$205M
3
Twin Tree Management
3
Twin Tree Management
Texas
$11.1M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$189M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$217M
Name Market Value Shares Shares
Change 		Shares
Change %
CWP
476
Concord Wealth Partners
Virginia
$5.62K 130 – –
BIA
477
Bell Investment Advisors
California
$5.58K 129 -86 -40%
OIA
478
Optimum Investment Advisors
Illinois
$5.14K 119 – –
PWMG
479
Prestige Wealth Management Group
New Jersey
$4.76K 110 – –
JWA
480
JFS Wealth Advisors
Pennsylvania
$4.54K 105 – –
CAS
481
Coppell Advisory Solutions
Texas
$4.54K 107 +107 New
CFD
482
Creative Financial Designs
Indiana
$4.32K 100 – –
SIS
483
Sound Income Strategies
Florida
$4.32K 100 – –
CSC
484
Caldwell Sutter Capital
California
$4.32K 100 +100 New
ZB
485
Zions Bancorporation
Utah
$3.41K 79 – –
BWM
486
Baystate Wealth Management
Massachusetts
$3.33K 77 +1 +1%
NRG
487
Nemes Rush Group
Michigan
$3.24K 75 +75 New
VWM
488
Venturi Wealth Management
Texas
$3.16K 73 – –
GWMIA
489
Global Wealth Management Investment Advisory
Florida
$3.03K 70 +70 New
EARNEST Partners
490
EARNEST Partners
Georgia
$2.98K 69 – –
HT
491
Headlands Technologies
Illinois
$2.72K 63 +63 New
CTC
492
Central Trust Company
Missouri
$2.16K 50 – –
TFA
493
Toth Financial Advisory
Virginia
$1.73K 40 – –
TH
494
TCTC Holdings
Texas
$1.47K 34 +34 New
Optiver Holding
495
Optiver Holding
Netherlands
$1.43K 33 +33 New
CFGS
496
Concourse Financial Group Securities
Alabama
$1.3K 30 – –
BCMLT
497
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.2K 28 – –
ME
498
McIlrath & Eck
Washington
$1.08K 25 – –
PCM
499
Penserra Capital Management
California
$1K 24 – –
1832 Asset Management
500
1832 Asset Management
Ontario, Canada
$907 21 +21 New
18 19
20
21 22