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Wheaton Precious Metals
WPM

517 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, 165 increasing their positions, 179 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $334M | Put options by funds: $98.4M

8% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 179

1.53% less ownership

Funds ownership: 62.3% → 60.77% (-1.5%)

4% less funds holding

Funds holding: 537 → 517 (-20)

6% less capital invested

Capital invested by funds: $13.9B → $13.1B (-$857M)

18% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 76

33% less funds holding in top 10

Funds holding in top 10: 12 → 8 (-4)

Holders
517
Holders Change
-20
Holders Change %
-3.72%
% of All Funds
7.45%
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
165
Reduced
179
Closed
76
Calls
$334M
Puts
$98.4M
Net Calls
+$236M
Net Calls Change
+$115M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$91.2M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$68.7M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$60.6M
4
Bank of America
Bank of America
North Carolina
+$52.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$45.6M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$120M
3
Fidelity International
Fidelity International
Bermuda
-$96.5M
4
Morgan Stanley
Morgan Stanley
New York
-$79M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$55.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
501
Venturi Wealth Management
Texas
$3.44K – – –
EBA
502
Eagle Bay Advisors
New York
$3.21K +$3.07K +68 New
OWA
503
Opal Wealth Advisors
New York
$2.83K +$2.71K +60 New
PTC
504
Private Trust Company
Ohio
$2.45K +$2.35K +52 New
CTC
505
Central Trust Company
Missouri
$2.36K -$54.2K -1,200 -96%
AI
506
Arvest Investments
Arkansas
$2.36K – – –
TFA
507
Toth Financial Advisory
Virginia
$1.89K – – –
TH
508
TCTC Holdings
Texas
$1.6K – – –
CFGS
509
Concourse Financial Group Securities
Alabama
$1.41K – – –
BCMLT
510
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.31K – – –
ME
511
McIlrath & Eck
Washington
$1.18K – – –
CFFP
512
Center for Financial Planning
Michigan
$1.04K +$994 +22 New
PCM
513
Penserra Capital Management
California
$1K – – –
CPG
514
Cornerstone Planning Group
New Jersey
$949 +$813 +18 New
JFGIW
515
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$472 – – –
TWD
516
True Wealth Design
Ohio
$378 +$136 +3 +60%
HGERS
517
Householder Group Estate & Retirement Specialist
Arizona
$236 – – –
VNIM
518
Vaughan Nelson Investment Management
Texas
– -$176M -3,568,501 Closed
NIMI
519
Natixis Investment Managers International
France
– -$33.6M -681,940 Closed
P3I
520
Progeny 3 Inc
Washington
– -$18.5M -375,200 Closed
IAM
521
Ion Asset Management
Israel
– -$17M -344,000 Closed
CAM
522
Cidel Asset Management
Ontario, Canada
– -$16.3M -329,592 Closed
UBS AM
523
UBS AM
Illinois
– -$15.3M -309,431 Closed
CGA
524
Compound Global Advisors
Washington
– -$5.48M -111,070 Closed
GIM
525
Generate Investment Management
New Zealand
– -$5.48M -111,070 Closed
19 20
21
22 23

WPM Hedge Fund Activity: Q1 2024 in Review

517 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q1 2024, worth a combined $13.1B — down 6.1% from $13.9B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of WPM and 62 opened new positions — a net loss of 14 holders — while 179 trimmed existing stakes and 165 added.

The largest buyer was TD Asset Management, adding an estimated $91.2M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $176M sold.

  • 517 institutional investors held Wheaton Precious Metals (WPM) as of Q1 2024, down from 537 in Q4 2023.
  • Funds reported $13.1B of Wheaton Precious Metals stock for Q1 2024, down 6.1% quarter-over-quarter.
  • 62 funds opened new Wheaton Precious Metals positions in Q1 2024 and 76 closed out, a net change of -14 holders.
  • The largest Wheaton Precious Metals buyer in Q1 2024 was TD Asset Management, an estimated $91.2M added.
  • The largest Wheaton Precious Metals seller in Q1 2024 was Vaughan Nelson Investment Management, an estimated $176M sold.

Based on aggregated 13F filings for Q1 2024.