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Wheaton Precious Metals

537 hedge funds and large institutions have $13.9B invested in Wheaton Precious Metals in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 169 increasing their positions, 177 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 34

85% more call options, than puts

Call options by funds: $263M | Put options by funds: $142M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

23% more capital invested

Capital invested by funds: $11.4B → $13.9B (+$2.56B)

10% more funds holding

Funds holding: 487537 (+50)

0.58% more ownership

Funds ownership: 61.71%62.3% (+0.58%)

5% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 177

Holders
537
Holders Change
+50
Holders Change %
+10.27%
% of All Funds
7.83%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
88
Increased
169
Reduced
177
Closed
34
Calls
$263M
Puts
$142M
Net Calls
+$121M
Net Calls Change
+$94.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Fund Management (CFM)
101
Capital Fund Management (CFM)
France
$11.2M +$5.73M +126,577 +125%
SIC
102
Schwartz Investment Counsel
Michigan
$11.2M
HighTower Advisors
103
HighTower Advisors
Illinois
$11.1M -$2.83M -62,595 -22%
Jane Street
104
Jane Street
New York
$10.4M -$802K -17,719 -8%
USGIU
105
U.S. Global Investors (USGI)
Texas
$10.4M -$879K -19,425 -8%
Pictet Asset Management
106
Pictet Asset Management
Switzerland
$10M +$181K +3,999 +2%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$10M +$1.46M +32,311 +19%
Wells Fargo
108
Wells Fargo
California
$9.37M -$545K -12,041 -6%
PIMJS
109
PKO Investment Management Joint-Stock
Poland
$8.61M +$86K +1,900 +1%
AM
110
AGF Management
Ontario, Canada
$8.44M -$564K -12,473 -7%
SF
111
Summit Financial
New Jersey
$8.26M +$793K +17,533 +12%
ECM
112
EagleClaw Capital Management
Massachusetts
$7.87M -$6.79K -150 -0.1%
LPL Financial
113
LPL Financial
California
$7.85M -$693K -15,327 -9%
MRI
114
Mad River Investors
Massachusetts
$7.64M -$1.58M -35,028 -18%
William Blair & Company
115
William Blair & Company
Illinois
$7.52M -$30.4K -672 -0.4%
GC
116
Guggenheim Capital
Illinois
$6.2M +$910K +20,124 +19%
Luther King Capital Management (LKCM)
117
Luther King Capital Management (LKCM)
Texas
$6.15M +$5.64M +124,735 New
SG Americas Securities
118
SG Americas Securities
New York
$6.11M +$555K +12,269 +11%
CS
119
Cannell & Spears
New York
$5.65M -$74.4K -1,645 -1%
CGA
120
Compound Global Advisors
Washington
$5.48M
GIM
121
Generate Investment Management
New Zealand
$5.48M +$5.03M +111,070 New
BFS
122
Bradley Foster & Sargent
Connecticut
$5.23M +$25.3K +559 +0.5%
Osaic Holdings
123
Osaic Holdings
Arizona
$5.21M -$1.98M -43,659 -29%
BPA
124
Beacon Pointe Advisors
California
$5.15M +$1.76M +38,798 +59%
NEI
125
Northwest & Ethical Investments
Ontario, Canada
$5.04M +$70.1K +1,549 +2%

WPM Hedge Fund Activity: Q4 2023 in Review

537 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q4 2023, worth a combined $13.9B — up 23% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new WPM positions and 34 closed out — a net gain of 54 holders — while 169 added to existing stakes and 177 trimmed.

The largest buyer was VanEck Associates, adding an estimated $84M. The largest seller was Capital World Investors, cutting an estimated $119M.

  • 537 institutional investors held Wheaton Precious Metals (WPM) as of Q4 2023, up from 487 in Q3 2023.
  • Funds reported $13.9B of Wheaton Precious Metals stock for Q4 2023, up 23% quarter-over-quarter.
  • 88 funds opened new Wheaton Precious Metals positions in Q4 2023 and 34 closed out, a net change of +54 holders.
  • The largest Wheaton Precious Metals buyer in Q4 2023 was VanEck Associates, an estimated $84M added.
  • The largest Wheaton Precious Metals seller in Q4 2023 was Capital World Investors, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2023.