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Wheaton Precious Metals

301 hedge funds and large institutions have $2.85B invested in Wheaton Precious Metals in 2013 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 88 increasing their positions, 112 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 32

6% more funds holding

Funds holding: 283301 (+18)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

21% less capital invested

Capital invested by funds: $3.6B → $2.85B (-$753M)

21% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 112

23% less call options, than puts

Call options by funds: $138M | Put options by funds: $181M

Holders
301
Holders Change
+18
Holders Change %
+6.36%
% of All Funds
8.74%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
52
Increased
88
Reduced
112
Closed
32
Calls
$138M
Puts
$181M
Net Calls
-$42.4M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
151
Quantbot Technologies
New York
$670K +$70K +3,223 +11%
CM
152
CoreCommodity Management
Connecticut
$650K -$55K -2,532 -7%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$643K -$74.7K -3,440 -8%
Dimensional Fund Advisors
154
Dimensional Fund Advisors
Texas
$637K +$349K +16,078 +104%
GCAC
155
Guardian Capital Advisors (Canada)
Ontario, Canada
$633K +$61.9K +2,850 +11%
DekaBank Deutsche Girozentrale
156
DekaBank Deutsche Girozentrale
Germany
$599K -$1.08M -49,800 -62%
Parallax Volatility Advisers
157
Parallax Volatility Advisers
California
$585K -$168K -7,737 -21%
BIT
158
BlackRock Institutional Trust
California
$579K +$153K +7,031 +32%
CCIA
159
Campbell & Co Investment Adviser
Maryland
$578K +$622K +28,646 New
Cambridge Investment Research Advisors
160
Cambridge Investment Research Advisors
Iowa
$564K +$70.1K +3,229 +13%
PL
161
Plancorp LLC
Missouri
$532K +$573K +26,377 New
Capital Fund Management (CFM)
162
Capital Fund Management (CFM)
France
$520K +$326K +15,030 +140%
Tudor Investment Corp
163
Tudor Investment Corp
Connecticut
$514K +$553K +25,444 New
WAM
164
World Asset Management
Michigan
$499K -$157K -7,242 -23%
NPC
165
National Planning Corporation
California
$491K -$653K -30,078 -55%
KFS
166
KMS Financial Services
Washington
$489K +$205K +9,435 +64%
Envestnet Asset Management
167
Envestnet Asset Management
Illinois
$486K +$54K +2,488 +12%
IPRC
168
Indices-Pac Research Corporation
New Jersey
$480K +$91.9K +4,233 +22%
DADC
169
D.A. Davidson & Co
Montana
$472K -$318K -14,650 -38%
AIG
170
American International Group
New York
$468K -$23.7K -1,090 -4%
PAM
171
Panagora Asset Management
Massachusetts
$447K
FIM
172
Frontier Investment Management
Texas
$438K +$152K +7,000 +48%
WAM
173
Wolverine Asset Management
Illinois
$438K +$352K +16,200 +295%
Creative Planning
174
Creative Planning
Kansas
$435K -$163K -7,512 -26%
BCIM
175
British Columbia Investment Management
British Columbia, Canada
$433K

WPM Hedge Fund Activity: Q4 2013 in Review

301 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q4 2013, worth a combined $2.85B — down 21% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new WPM positions and 32 closed out — a net gain of 20 holders — while 88 added to existing stakes and 112 trimmed.

The largest buyer was Guardian Capital (Canada), adding an estimated $66.6M. The largest seller was Tocqueville Asset Management, exiting entirely with an estimated $68.5M sold.

  • 301 institutional investors held Wheaton Precious Metals (WPM) as of Q4 2013, up from 283 in Q3 2013.
  • Funds reported $2.85B of Wheaton Precious Metals stock for Q4 2013, down 21% quarter-over-quarter.
  • 52 funds opened new Wheaton Precious Metals positions in Q4 2013 and 32 closed out, a net change of +20 holders.
  • The largest Wheaton Precious Metals buyer in Q4 2013 was Guardian Capital (Canada), an estimated $66.6M added.
  • The largest Wheaton Precious Metals seller in Q4 2013 was Tocqueville Asset Management, an estimated $68.5M sold.

Based on aggregated 13F filings for Q4 2013.