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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 %
ECA
526
Elevated Capital Advisors
Utah
– – -10,701 Closed
BCM
527
Bayesian Capital Management
New York
– – -9,868 Closed
KWM
528
Kingsview Wealth Management
Oregon
– – -9,673 Closed
ALAM
529
Asahi Life Asset Management
Japan
– – -7,500 Closed
GVAG
530
Great Valley Advisor Group
Delaware
– – -6,868 Closed
QC
531
Quaero Capital
Switzerland
– – -6,400 Closed
SSA
532
Schonfeld Strategic Advisors
New York
– – -6,067 Closed
Point72 Asset Management
533
Point72 Asset Management
Connecticut
– – -5,944 Closed
First Trust Advisors
534
First Trust Advisors
Illinois
– – -5,817 Closed
GC
535
GFG Capital
Florida
– – -5,551 Closed
AAS
536
Ameritas Advisory Services
Nebraska
– – -5,184 Closed
PA
537
Pinnacle Associates
New York
– – -5,100 Closed
DC
538
Davenport & Co
Virginia
– – -4,680 Closed
FPAS
539
Focus Partners Advisor Solutions
Missouri
– – -4,624 Closed
FW
540
FirstPurpose Wealth
Utah
– – -4,622 Closed
M1FG
541
Mach-1 Financial Group
Arkansas
– – -4,441 Closed
MA
542
Mutual Advisors
Nebraska
– – -4,357 Closed
SC
543
Savant Capital
Illinois
– – -4,336 Closed
GP
544
Greenline Partners
New York
– – -4,322 Closed
PWC
545
PYA Waltman Capital
Tennessee
– – -4,251 Closed
S
546
SimplyRich
California
– – -4,201 Closed
WDC
547
Woodward Diversified Capital
California
– – -4,200 Closed
AAS
548
Avantax Advisory Services
Texas
– – -4,194 Closed
ACM
549
Adalta Capital Management
New York
– – -3,200 Closed
CAM
550
ClariVest Asset Management
California
– – -2,179 Closed
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