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Wheaton Precious Metals

327 hedge funds and large institutions have $4.35B invested in Wheaton Precious Metals in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 101 increasing their positions, 123 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.37% more ownership

Funds ownership: 51.68%56.05% (+4.4%)

2% less funds holding

Funds holding: 334327 (-7)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 123

18% less capital invested

Capital invested by funds: $5.3B → $4.35B (-$952M)

34% less call options, than puts

Call options by funds: $45.8M | Put options by funds: $69.2M

Holders
327
Holders Change
-7
Holders Change %
-2.1%
% of All Funds
7.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
36
Increased
101
Reduced
123
Closed
40
Calls
$45.8M
Puts
$69.2M
Net Calls
-$23.4M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
176
Versor Investments
New York
$398K +$74.8K +3,900 +21%
SKK
177
Shepherd Kaplan Krochuk
Massachusetts
$391K
Koshinski Asset Management
178
Koshinski Asset Management
Illinois
$381K +$211K +11,022 +103%
Wolverine Trading
179
Wolverine Trading
Illinois
$380K -$482K -25,146 -54%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$369K -$6.98K -364 -2%
CCA
181
Cobblestone Capital Advisors
New York
$355K +$11.2K +584 +3%
UR
182
USCA RIA
Texas
$339K +$57.5K +3,001 +18%
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$333K +$365K +19,047 New
FAAS
184
First Allied Advisory Services
California
$325K +$41.4K +2,158 +13%
BCM
185
BTR Capital Management
California
$322K
CWS
186
Cypress Wealth Services
California
$321K
PL
187
Plancorp LLC
Missouri
$307K
WS
188
Wedbush Securities
California
$290K -$244K -12,730 -43%
OA
189
Oxbow Advisors
Texas
$271K -$22.8K -1,190 -7%
Neuberger Berman Group
190
Neuberger Berman Group
New York
$254K +$71.9K +3,750 +35%
GWM
191
Geneos Wealth Management
Colorado
$245K -$58.4K -3,044 -18%
AP
192
Arlington Partners
Alabama
$244K
BONST
193
Bank of Nova Scotia Trust
Ontario, Canada
$243K +$31.8K +1,657 +14%
FIM
194
Frontier Investment Management
Texas
$240K
M&T Bank
195
M&T Bank
New York
$237K +$288 +15 +0.1%
EP
196
Edgestream Partners
New Jersey
$232K +$55.7K +2,907 +28%
CIM
197
Confluence Investment Management
Missouri
$224K -$5.54K -289 -2%
N
198
Natixis
France
$213K -$696K -36,287 -75%
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
$211K -$6.33K -330 -3%
ECM
200
Evergreen Capital Management
Washington
$208K -$1.27K -66 -0.6%

WPM Hedge Fund Activity: Q3 2018 in Review

327 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q3 2018, worth a combined $4.35B — down 18% from $5.3B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WPM and 36 opened new positions — a net loss of 4 holders — while 123 trimmed existing stakes and 101 added.

The largest buyer was Ruffer LLP, adding an estimated $79.4M. The largest seller was Carmignac Gestion, cutting an estimated $56M.

  • 327 institutional investors held Wheaton Precious Metals (WPM) as of Q3 2018, down from 334 in Q2 2018.
  • Funds reported $4.35B of Wheaton Precious Metals stock for Q3 2018, down 18% quarter-over-quarter.
  • 36 funds opened new Wheaton Precious Metals positions in Q3 2018 and 40 closed out, a net change of -4 holders.
  • The largest Wheaton Precious Metals buyer in Q3 2018 was Ruffer LLP, an estimated $79.4M added.
  • The largest Wheaton Precious Metals seller in Q3 2018 was Carmignac Gestion, an estimated $56M sold.

Based on aggregated 13F filings for Q3 2018.