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Wheaton Precious Metals
WPM

468 hedge funds and large institutions have $10.6B invested in Wheaton Precious Metals in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 174 increasing their positions, 128 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 59

36% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 128

4% more funds holding

Funds holding: 450 → 468 (+18)

1.75% less ownership

Funds ownership: 58.27% → 56.52% (-1.8%)

18% less capital invested

Capital invested by funds: $12.8B → $10.6B (-$2.27B)

18% less call options, than puts

Call options by funds: $173M | Put options by funds: $211M

53% less funds holding in top 10

Funds holding in top 10: 17 → 8 (-9)

Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
8.28%
Holding in Top 10
8
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-52.94%
% of All Funds
0.14%
New
85
Increased
174
Reduced
128
Closed
59
Calls
$173M
Puts
$211M
Net Calls
-$37.9M
Net Calls Change
-$46.8M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$140M
2
VanEck Associates
VanEck Associates
New York
+$76.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$73.7M
4
APG Asset Management
APG Asset Management
Netherlands
+$61.1M
5
Morgan Stanley
Morgan Stanley
New York
+$44.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$219M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
3
Fidelity International
Fidelity International
Bermuda
-$137M
4
AC
Alleghany Corporation
New York
-$125M
5
Franklin Resources
Franklin Resources
California
-$107M
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
126
Simplex Trading
Illinois
$4.87M +$4.98M +111,582 +2,160%
SC
127
Scotia Capital
Ontario, Canada
$4.87M -$4.51M -100,903 -46%
ACI
128
AMP Capital Investors
Australia
$4.78M -$1.18M -26,515 -19%
AII
129
AGF Investments Inc
Ontario, Canada
$4.75M +$952K +21,318 +23%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$4.74M -$375K -8,394 -7%
CM
131
Crestline Management
Texas
$4.63M +$4.95M +110,800 New
EPAM
132
Euro Pacific Asset Management
Puerto Rico
$4.62M +$424K +9,493 +9%
FAF
133
Första AP-fonden
Sweden
$4.62M +$670K +15,000 +16%
ASN
134
Advisory Services Network
Georgia
$4.6M +$146K +3,277 +3%
D.E. Shaw & Co
135
D.E. Shaw & Co
New York
$4.59M -$2.96M -66,321 -38%
WRF
136
Waddell & Reed Financial
Kansas
$4.43M -$2.45M -54,837 -34%
AIM
137
Aigen Investment Management
New York
$4.28M +$2.76M +61,792 +152%
BPC
138
Banque Pictet & Cie
Switzerland
$4.17M – – –
PNAA
139
Pictet North America Advisors
Switzerland
$4.17M – – –
AAF
140
Andra AP-fonden
Sweden
$4.14M +$884K +19,800 +34%
SEI Investments
141
SEI Investments
Pennsylvania
$4.12M +$497K +11,127 +13%
EP
142
Edgestream Partners
New Jersey
$4.12M +$4.4M +98,607 New
BCM
143
BTR Capital Management
California
$3.83M +$3.76M +84,135 +1,093%
Walleye Trading
144
Walleye Trading
New York
$3.81M +$1.55M +34,672 +61%
UIM
145
USS Investment Management
United Kingdom
$3.76M – – –
CCM
146
CAAS Capital Management
New York
$3.72M +$3.98M +89,100 New
RCW
147
Rheos Capital Works
Japan
$3.66M – – –
MWNA
148
Marshall Wace North America
New York
$3.55M +$1.15M +25,674 +43%
SW
149
SVB Wealth
Massachusetts
$3.54M +$523K +11,718 +16%
Cohen & Steers
150
Cohen & Steers
New York
$3.5M -$116K -2,594 -3%
4 5
6
7 8

WPM Hedge Fund Activity: Q4 2020 in Review

468 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q4 2020, worth a combined $10.6B — down 18% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new WPM positions and 59 closed out — a net gain of 26 holders — while 174 added to existing stakes and 128 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $140M. The largest seller was Capital International Investors, exiting entirely with an estimated $219M sold.

  • 468 institutional investors held Wheaton Precious Metals (WPM) as of Q4 2020, up from 450 in Q3 2020.
  • Funds reported $10.6B of Wheaton Precious Metals stock for Q4 2020, down 18% quarter-over-quarter.
  • 85 funds opened new Wheaton Precious Metals positions in Q4 2020 and 59 closed out, a net change of +26 holders.
  • The largest Wheaton Precious Metals buyer in Q4 2020 was Massachusetts Financial Services, an estimated $140M added.
  • The largest Wheaton Precious Metals seller in Q4 2020 was Capital International Investors, an estimated $219M sold.

Based on aggregated 13F filings for Q4 2020.