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Wheaton Precious Metals

379 hedge funds and large institutions have $6.38B invested in Wheaton Precious Metals in 2019 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 117 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 34

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

11% more funds holding

Funds holding: 340379 (+39)

8% more capital invested

Capital invested by funds: $5.89B → $6.38B (+$491M)

9% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 107

3% more call options, than puts

Call options by funds: $145M | Put options by funds: $141M

0.7% less ownership

Funds ownership: 55.1%54.41% (-0.7%)

Holders
379
Holders Change
+39
Holders Change %
+11.47%
% of All Funds
8.31%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
75
Increased
117
Reduced
107
Closed
34
Calls
$145M
Puts
$141M
Net Calls
+$3.99M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
176
Advisors Asset Management
Colorado
$1.01M -$225K -8,379 -18%
NEI
177
Northwest & Ethical Investments
Ontario, Canada
$990K -$3.88K -144 -0.4%
MC
178
Moors & Cabot
Massachusetts
$985K +$77.2K +2,868 +8%
CMANY
179
Capital Management Associates (New York)
New York
$984K
WSC
180
Wellington Shields & Co
New York
$984K +$1.01M +37,500 New
NA
181
NewEdge Advisors
Louisiana
$950K +$967K +35,948 New
WSCM
182
Wellington Shields Capital Management
New York
$909K +$484K +18,000 +108%
FIM
183
Frontier Investment Management
Texas
$904K
Creative Planning
184
Creative Planning
Kansas
$895K +$101K +3,742 +12%
CCIA
185
Campbell & Co Investment Adviser
Maryland
$862K +$884K +32,841 New
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$833K +$391K +14,515 +84%
PCM
187
Prelude Capital Management
New York
$832K +$853K +31,712 New
RJFSA
188
Raymond James Financial Services Advisors
Florida
$804K -$534K -19,838 -39%
GIM
189
Guild Investment Management
California
$797K +$817K +30,360 New
UCFA
190
United Capital Financial Advisors
Texas
$795K -$86.9K -3,229 -10%
ARTA
191
A.R.T. Advisors
New York
$748K +$767K +28,500 New
SA
192
Sicart Associates
New York
$723K +$741K +27,550 New
MWNA
193
Marshall Wace North America
New York
$685K +$702K +26,100 New
Ameriprise
194
Ameriprise
Minnesota
$680K +$357K +13,267 +105%
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$662K +$36.9K +1,370 +6%
UR
196
USCA RIA
Texas
$644K +$6.73K +250 +1%
Comerica Bank
197
Comerica Bank
Texas
$624K -$12K -447 -2%
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
$614K +$43.1K +1,603 +7%
CG
199
Cutler Group
California
$606K +$229K +8,511 +58%
DTL
200
Dynamic Technology Lab
Singapore
$598K -$7.29K -271 -1%

WPM Hedge Fund Activity: Q3 2019 in Review

379 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q3 2019, worth a combined $6.38B — up 8.3% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new WPM positions and 34 closed out — a net gain of 41 holders — while 117 added to existing stakes and 107 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $103M. The largest seller was Ruffer LLP, cutting an estimated $112M.

  • 379 institutional investors held Wheaton Precious Metals (WPM) as of Q3 2019, up from 340 in Q2 2019.
  • Funds reported $6.38B of Wheaton Precious Metals stock for Q3 2019, up 8.3% quarter-over-quarter.
  • 75 funds opened new Wheaton Precious Metals positions in Q3 2019 and 34 closed out, a net change of +41 holders.
  • The largest Wheaton Precious Metals buyer in Q3 2019 was Fidelity Investments, an estimated $103M added.
  • The largest Wheaton Precious Metals seller in Q3 2019 was Ruffer LLP, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2019.