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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
AT
501
Arden Trust
Delaware
-$277K -5,657 Closed
LOAME
502
Lombard Odier Asset Management (Europe)
United Kingdom
-$366K -5,603 Closed
SEC
503
Seven Eight Capital
New York
-$255K -5,200 Closed
SLAM
504
Swiss Life Asset Management
-$230K -4,711 Closed
CAM
505
Cresset Asset Management
Illinois
-$220K -4,497 Closed
DC
506
Davenport & Co
Virginia
-$213K -4,337 Closed
RJT
507
Raymond James Trust
Florida
-$212K -4,325 Closed
PWC
508
PYA Waltman Capital
Tennessee
-$209K -4,251 Closed
TFA
509
Teamwork Financial Advisors
Texas
-$207K -4,228 Closed
S
510
SimplyRich
California
-$206K -4,201 Closed
EWA
511
Exencial Wealth Advisors
Oklahoma
-$206K -4,200 Closed
VCM
512
Vigilant Capital Management
Maine
-$147K -3,000 Closed
FHA
513
Flagship Harbor Advisors
Massachusetts
-$144K -2,937 Closed
GT
514
Glenmede Trust
Pennsylvania
-$105K -2,148 Closed
PFS
515
Prospera Financial Services
Texas
-$15K -302 Closed
CWM
516
Cedar Wealth Management
California
-$13K -265 Closed
PWM
517
Provident Wealth Management
Tennessee
-$12K -250 Closed
CHAM
518
Clear Harbor Asset Management
Connecticut
-$11K -225 Closed
WEC
519
Winslow Evans & Crocker
Massachusetts
-$10K -200 Closed
CAL
520
Capital Analysts LLC
Pennsylvania
-$7K -150 Closed
CAGAS
521
Capital Advisory Group Advisory Services
Minnesota
-$5K -100 Closed
ETC
522
Exchange Traded Concepts
Oklahoma
-$5K -98 Closed
FMP
523
Financial Management Professionals
Texas
-$2K -43 Closed
CA
524
Crewe Advisors
Utah
-$2K -35 Closed
CFB
525
Cullen/Frost Bankers
Texas
-$1K -21 Closed

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.