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Wheaton Precious Metals
WPM

Overview Fund Activity

515 hedge funds and large institutions have $13.1B invested in Wheaton Precious Metals in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 164 increasing their positions, 178 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
-19
Holders Change %
-3.56%
% of All Funds
7.47%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
62
Increased
164
Reduced
178
Closed
75
Calls
$334M
Puts
$98.4M
Net Calls
+$236M
Net Calls Change
+$115M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$229M
2
Federated Hermes
Federated Hermes
Pennsylvania
$71.7M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$273M
4
Bank of America
Bank of America
North Carolina
$231M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$344M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$557M
3
Fidelity International
Fidelity International
Bermuda
$401M
4
Morgan Stanley
Morgan Stanley
New York
$106M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
501
Opal Wealth Advisors
New York
$2.83K +$2.83K +60 New
PTC
502
Private Trust Company
Ohio
$2.45K +$2.45K +52 New
CTC
503
Central Trust Company
Missouri
$2.36K -$56.6K -1,200 -96%
AI
504
Arvest Investments
Arkansas
$2.36K – – –
TFA
505
Toth Financial Advisory
Virginia
$1.89K – – –
TH
506
TCTC Holdings
Texas
$1.6K – – –
CFGS
507
Concourse Financial Group Securities
Alabama
$1.41K – – –
BCMLT
508
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.31K – – –
ME
509
McIlrath & Eck
Washington
$1.18K – – –
CFFP
510
Center for Financial Planning
Michigan
$1.04K +$1.04K +22 New
PCM
511
Penserra Capital Management
California
$1K – – –
CPG
512
Cornerstone Planning Group
New Jersey
$949 +$949 +18 New
JFGIW
513
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$472 – – –
TWD
514
True Wealth Design
Ohio
$378 +$142 +3 +60%
HGERS
515
Householder Group Estate & Retirement Specialist
Arizona
$236 – – –
VNIM
516
Vaughan Nelson Investment Management
Texas
– -$176M -3,568,501 Closed
NIMI
517
Natixis Investment Managers International
France
– -$33.6M -681,940 Closed
P3I
518
Progeny 3 Inc
Washington
– -$18.5M -375,200 Closed
IAM
519
Ion Asset Management
Israel
– -$17M -344,000 Closed
CAM
520
Cidel Asset Management
Ontario, Canada
– -$16.3M -329,592 Closed
UBS AM
521
UBS AM
Illinois
– -$15.3M -309,431 Closed
GIM
522
Generate Investment Management
New Zealand
– -$5.48M -111,070 Closed
CGA
523
Compound Global Advisors
Washington
– -$5.48M -111,070 Closed
AWM
524
AE Wealth Management
Kansas
– -$4.56M -97,560 Closed
HIM
525
Hillsdale Investment Management
Ontario, Canada
– -$4.54M -92,000 Closed
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