We are live on ! Find out more
WPM icon

Wheaton Precious Metals
WPM

470 hedge funds and large institutions have $9.61B invested in Wheaton Precious Metals in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 167 increasing their positions, 151 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 151

8% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 52

6% more call options, than puts

Call options by funds: $123M | Put options by funds: $115M

0.85% more ownership

Funds ownership: 56.27% → 57.13% (+0.85%)

0% less funds holding

Funds holding: 472 → 470 (-2)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

14% less capital invested

Capital invested by funds: $11.2B → $9.61B (-$1.57B)

Holders
470
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
8.23%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
56
Increased
167
Reduced
151
Closed
52
Calls
$123M
Puts
$115M
Net Calls
+$7.19M
Net Calls Change
+$10.7M

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$164M
2
Bank of America
Bank of America
North Carolina
+$72.2M
3
NIMI
Natixis Investment Managers International
France
+$48.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$46.5M
5
RL
Ruffer LLP
United Kingdom
+$42.8M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$173M
2
VanEck Associates
VanEck Associates
New York
-$56.9M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$37M
4
Franklin Resources
Franklin Resources
California
-$33.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$33.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
501
First Hawaiian Bank
Hawaii
– -$275K -6,246 Closed
IAN
502
Integrated Advisors Network
Texas
– -$271K -6,154 Closed
FC
503
FORA Capital
Florida
– -$259K -5,866 Closed
TGAM
504
TBH Global Asset Management
Tennessee
– -$256K -5,810 Closed
KLCM
505
KG&L Capital Management
Louisiana
– -$237K -5,388 Closed
HB
506
Homrich & Berg
Georgia
– -$234K -5,319 Closed
PFA
507
Pure Financial Advisors
California
– -$234K -5,300 Closed
AAS
508
Avantax Advisory Services
Texas
– -$231K -5,263 Closed
CA
509
Callahan Advisors
Texas
– -$231K -5,253 Closed
BAS
510
Brown Advisory Securities
Maryland
– -$220K -5,000 Closed
MCM
511
MAI Capital Management
Ohio
– -$218K -4,940 Closed
DC
512
Davenport & Co
Virginia
– -$204K -4,632 Closed
DCP
513
Distillate Capital Partners
Illinois
– -$183K -4,139 Closed
BAM
514
Belpointe Asset Management
Nevada
– -$105K -2,360 Closed
MFA
515
McClarren Financial Advisors
Pennsylvania
– -$36K -837 Closed
SB
516
Strategic Blueprint
Georgia
– -$33K -750 Closed
TCOV
517
Trust Company of Vermont
Vermont
– -$29K -650 Closed
PGWM
518
Parisi Gray Wealth Management
New Jersey
– -$9K -200 Closed
RDWM
519
Red Door Wealth Management
Tennessee
– -$8K -200 Closed
EFSCE
520
Enterprise Financial Services Corp (EFSC)
Missouri
– -$8K -183 Closed
FPW
521
Flagship Private Wealth
Massachusetts
– -$6.18K -138 Closed
FFA
522
Freedman Financial Associates
Massachusetts
– -$6K -130 Closed
TVWM
523
Tower View Wealth Management
Wisconsin
– -$5K -115 Closed
17 18 19 20
21

WPM Hedge Fund Activity: Q3 2021 in Review

470 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q3 2021, worth a combined $9.61B — down 14% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new WPM positions and 52 closed out — a net gain of 4 holders — while 167 added to existing stakes and 151 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $164M. The largest seller was Fidelity International, cutting an estimated $173M.

  • 470 institutional investors held Wheaton Precious Metals (WPM) as of Q3 2021, down from 472 in Q2 2021.
  • Funds reported $9.61B of Wheaton Precious Metals stock for Q3 2021, down 14% quarter-over-quarter.
  • 56 funds opened new Wheaton Precious Metals positions in Q3 2021 and 52 closed out, a net change of +4 holders.
  • The largest Wheaton Precious Metals buyer in Q3 2021 was Vaughan Nelson Investment Management, an estimated $164M added.
  • The largest Wheaton Precious Metals seller in Q3 2021 was Fidelity International, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2021.