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Wheaton Precious Metals
WPM

334 hedge funds and large institutions have $5.3B invested in Wheaton Precious Metals in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 110 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

8% more capital invested

Capital invested by funds: $4.92B → $5.3B (+$380M)

2% more funds holding

Funds holding: 328 → 334 (+6)

7% less call options, than puts

Call options by funds: $71.8M | Put options by funds: $77.4M

8% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 110

2.74% less ownership

Funds ownership: 54.42% → 51.68% (-2.7%)

Holders
334
Holders Change
+6
Holders Change %
+1.83%
% of All Funds
7.65%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
39
Increased
101
Reduced
110
Closed
30
Calls
$71.8M
Puts
$77.4M
Net Calls
-$5.6M
Net Calls Change
+$11.2M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$73.4M
2
PP
Prudential plc
United Kingdom
+$25.3M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$21.8M
4
Goldman Sachs
Goldman Sachs
New York
+$17.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$17.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.8M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$21.7M
3
Franklin Resources
Franklin Resources
California
-$20.9M
4
Morgan Stanley
Morgan Stanley
New York
-$15.9M
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$15.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
GGHC
126
Gilder Gagnon Howe & Co
New York
$1.94M -$11.5K -534 -0.6%
Axa
127
Axa
France
$1.9M -$78.3K -3,640 -4%
ASN
128
Advisory Services Network
Georgia
$1.89M +$48K +2,230 +3%
JG
129
Jefferies Group
New York
$1.77M +$1.72M +80,098 New
BA
130
Bennicas & Associates
California
$1.76M -$4.3K -200 -0.2%
HSA
131
Hussman Strategic Advisors
Maryland
$1.65M +$1.51M +70,000 +1,400%
CC
132
Cambrian Capital
California
$1.61M – – –
IEFM
133
IQ EQ Fund Management
Ireland
$1.6M +$1.56M +72,360 New
ED
134
Exane Derivatives
France
$1.48M -$1.49K -69 -0.1%
CGH
135
Crossmark Global Holdings
Texas
$1.47M -$144K -6,670 -9%
Stifel Financial
136
Stifel Financial
Missouri
$1.43M -$153K -7,094 -10%
BA
137
Bard Associates
Illinois
$1.43M -$8.07K -375 -0.6%
Group One Trading
138
Group One Trading
Illinois
$1.42M +$84.8K +3,942 +7%
Parallax Volatility Advisers
139
Parallax Volatility Advisers
California
$1.38M +$1.34M +62,372 New
AAM
140
Advisors Asset Management
Colorado
$1.33M +$396K +18,393 +44%
JMPWA
141
JP Morgan Private Wealth Advisors
California
$1.33M -$65K -3,022 -5%
AG
142
Advisor Group
Arizona
$1.33M +$81K +3,763 +7%
LPL Financial
143
LPL Financial
California
$1.25M +$53.9K +2,503 +5%
PA
144
Profund Advisors
Maryland
$1.24M +$218K +10,113 +22%
IAA
145
Ironsides Asset Advisors
North Carolina
$1.2M +$355K +16,500 +44%
BPC
146
Banque Pictet & Cie
Switzerland
$1.17M – – –
PNAA
147
Pictet North America Advisors
Switzerland
$1.17M – – –
Voloridge Investment Management
148
Voloridge Investment Management
Florida
$1.13M +$1.1M +51,026 New
Twin Tree Management
149
Twin Tree Management
Texas
$1.1M -$4.31M -200,224 -80%
N
150
Natixis
France
$1.09M +$559K +25,997 +116%
4 5
6
7 8

WPM Hedge Fund Activity: Q2 2018 in Review

334 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q2 2018, worth a combined $5.3B — up 7.7% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WPM positions and 30 closed out — a net gain of 9 holders — while 101 added to existing stakes and 110 trimmed.

The largest buyer was Fidelity International, adding an estimated $73.4M. The largest seller was Fidelity Investments, cutting an estimated $84.8M.

  • 334 institutional investors held Wheaton Precious Metals (WPM) as of Q2 2018, up from 328 in Q1 2018.
  • Funds reported $5.3B of Wheaton Precious Metals stock for Q2 2018, up 7.7% quarter-over-quarter.
  • 39 funds opened new Wheaton Precious Metals positions in Q2 2018 and 30 closed out, a net change of +9 holders.
  • The largest Wheaton Precious Metals buyer in Q2 2018 was Fidelity International, an estimated $73.4M added.
  • The largest Wheaton Precious Metals seller in Q2 2018 was Fidelity Investments, an estimated $84.8M sold.

Based on aggregated 13F filings for Q2 2018.