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Wheaton Precious Metals

407 hedge funds and large institutions have $7.53B invested in Wheaton Precious Metals in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 140 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 34

22% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 115

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

18% more capital invested

Capital invested by funds: $6.38B → $7.53B (+$1.15B)

7% more funds holding

Funds holding: 379407 (+28)

1.96% more ownership

Funds ownership: 54.41%56.36% (+2%)

1% more call options, than puts

Call options by funds: $135M | Put options by funds: $134M

Holders
407
Holders Change
+28
Holders Change %
+7.39%
% of All Funds
8.02%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.26%
New
68
Increased
140
Reduced
115
Closed
34
Calls
$135M
Puts
$134M
Net Calls
+$1.16M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
176
JP Morgan Private Wealth Advisors
California
$1.24M -$285K -10,422 -20%
CLOS
177
Compagnie Lombard Odier SCmA
Switzerland
$1.24M +$10.8K +395 +1%
Twin Tree Management
178
Twin Tree Management
Texas
$1.21M -$1.22M -44,611 -52%
MC
179
Moors & Cabot
Massachusetts
$1.19M +$52K +1,902 +5%
Stifel Financial
180
Stifel Financial
Missouri
$1.18M -$192K -7,024 -15%
HF
181
HRT Financial
New York
$1.18M +$1.08M +39,541 New
IRC
182
Investors Research Corp
Georgia
$1.17M
FC
183
FORA Capital
Florida
$1.13M +$1.04M +38,119 New
BHC
184
Bowen Hanes & Co
Florida
$1.12M -$19.1M -700,500 -95%
CMANY
185
Capital Management Associates (New York)
New York
$1.12M
Envestnet Asset Management
186
Envestnet Asset Management
Illinois
$1.1M -$183K -6,710 -15%
NEI
187
Northwest & Ethical Investments
Ontario, Canada
$1.09M -$29K -1,060 -3%
SM
188
SG3 Management
Puerto Rico
$1.07M +$984K +36,000 New
UCFA
189
United Capital Financial Advisors
Texas
$1.07M +$155K +5,664 +19%
KPF
190
K2 Principal Fund
Ontario, Canada
$1.05M -$124K -4,549 -11%
FIM
191
Frontier Investment Management
Texas
$1.03M +$9.38K +343 +1%
UR
192
USCA RIA
Texas
$1.03M +$280K +10,255 +42%
WSCM
193
Wellington Shields Capital Management
New York
$1.03M
SG Americas Securities
194
SG Americas Securities
New York
$1.01M -$545K -19,946 -37%
BAM
195
Blueshift Asset Management
New Jersey
$945K +$868K +31,758 New
Barclays
196
Barclays
United Kingdom
$918K -$2.41M -88,223 -74%
CAAS
197
Capital Asset Advisory Services
Michigan
$915K +$849K +31,069 New
Creative Planning
198
Creative Planning
Kansas
$911K -$95.3K -3,487 -10%
SA
199
Sicart Associates
New York
$903K +$75.2K +2,750 +10%
OMC
200
Old Mission Capital
Illinois
$902K +$597K +21,856 +258%

WPM Hedge Fund Activity: Q4 2019 in Review

407 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q4 2019, worth a combined $7.53B — up 18% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new WPM positions and 34 closed out — a net gain of 34 holders — while 140 added to existing stakes and 115 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $50.8M. The largest seller was Franklin Resources, cutting an estimated $106M.

  • 407 institutional investors held Wheaton Precious Metals (WPM) as of Q4 2019, up from 379 in Q3 2019.
  • Funds reported $7.53B of Wheaton Precious Metals stock for Q4 2019, up 18% quarter-over-quarter.
  • 68 funds opened new Wheaton Precious Metals positions in Q4 2019 and 34 closed out, a net change of +34 holders.
  • The largest Wheaton Precious Metals buyer in Q4 2019 was Mirae Asset Global Investments, an estimated $50.8M added.
  • The largest Wheaton Precious Metals seller in Q4 2019 was Franklin Resources, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2019.