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Wheaton Precious Metals

450 hedge funds and large institutions have $12.8B invested in Wheaton Precious Metals in 2020 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 157 increasing their positions, 145 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 42

7% more capital invested

Capital invested by funds: $12B → $12.8B (+$863M)

6% more funds holding

Funds holding: 423450 (+27)

8% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 145

3% more call options, than puts

Call options by funds: $280M | Put options by funds: $271M

1.5% less ownership

Funds ownership: 59.77%58.27% (-1.5%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

Holders
450
Holders Change
+27
Holders Change %
+6.38%
% of All Funds
9.08%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.34%
New
72
Increased
157
Reduced
145
Closed
42
Calls
$280M
Puts
$271M
Net Calls
+$8.91M
Net Calls Change
-$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
176
Schroder Investment Management Group
United Kingdom
$2.27M +$714K +14,002 +67%
CGH
177
Crossmark Global Holdings
Texas
$2.21M -$449K -8,809 -16%
Capital Fund Management (CFM)
178
Capital Fund Management (CFM)
France
$2.2M +$2.28M +44,772 New
Ameriprise
179
Ameriprise
Minnesota
$2.14M +$782K +15,331 +54%
CC
180
Cannell & Co
New York
$2.11M
CMANY
181
Capital Management Associates (New York)
New York
$2.06M
JMPWA
182
JP Morgan Private Wealth Advisors
California
$2.05M +$5.1K +100 +0.2%
NO
183
Ninety One
South Africa
$2.05M +$2.15M +42,129 New
AIM
184
Aigen Investment Management
New York
$2M +$759K +14,897 +58%
BHC
185
Bowen Hanes & Co
Florida
$1.98M
Envestnet Asset Management
186
Envestnet Asset Management
Illinois
$1.89M +$164K +3,209 +9%
CCA
187
Catalyst Capital Advisors
New York
$1.84M +$321K +6,300 +20%
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$1.81M -$5.1K -100 -0.3%
Creative Planning
189
Creative Planning
Kansas
$1.79M -$20.2K -396 -1%
First Trust Advisors
190
First Trust Advisors
Illinois
$1.79M +$18.9K +371 +1%
SG Americas Securities
191
SG Americas Securities
New York
$1.75M -$43.2M -848,130 -96%
CAAS
192
Capital Asset Advisory Services
Michigan
$1.7M +$4.38K +86 +0.2%
Stifel Financial
193
Stifel Financial
Missouri
$1.67M -$323K -6,327 -16%
UCFA
194
United Capital Financial Advisors
Texas
$1.63M +$105K +2,052 +7%
VOYA Investment Management
195
VOYA Investment Management
Georgia
$1.61M +$656K +12,874 +65%
Assenagon Asset Management
196
Assenagon Asset Management
Luxembourg
$1.61M -$750K -14,718 -31%
JPMIA
197
J.P. Marvel Investment Advisors
Massachusetts
$1.58M +$1.64M +32,235 New
CS
198
Credit Suisse
Switzerland
$1.58M +$707K +13,868 +76%
MC
199
Moors & Cabot
Massachusetts
$1.57M -$15.7K -307 -1%
EAM
200
Erste Asset Management
Austria
$1.54M -$831K -16,300 -34%