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Wheaton Precious Metals
WPM

Overview Fund Activity

515 hedge funds and large institutions have $13.1B invested in Wheaton Precious Metals in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 164 increasing their positions, 178 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
-19
Holders Change %
-3.56%
% of All Funds
7.47%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
62
Increased
164
Reduced
178
Closed
75
Calls
$334M
Puts
$98.4M
Net Calls
+$236M
Net Calls Change
+$115M

Top Buyers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$229M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$71.7M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$273M
4
Bank of America
4
Bank of America
North Carolina
$231M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$344M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$557M
3
Fidelity International
3
Fidelity International
Bermuda
$401M
4
Morgan Stanley
4
Morgan Stanley
New York
$106M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
176
Capital Asset Advisory Services
Michigan
$2.34M -$103K -2,037 -4%
MIF
177
Mediolanum International Funds
Ireland
$2.33M +$2.33M +37,170 New
MC
178
Moors & Cabot
Massachusetts
$2.33M +$76K +1,612 +3%
EDRH
179
Edmond de Rothschild Holding
Switzerland
$2.32M +$505K +10,711 +28%
CGH
180
Crossmark Global Holdings
Texas
$2.28M -$415K -8,800 -15%
AWM
181
Axxcess Wealth Management
California
$2.19M -$90.8K -1,926 -4%
MGP
182
Metis Global Partners
California
$2.17M +$57.2K +1,215 +3%
GCA
183
Guardian Capital Advisors
Ontario, Canada
$2.16M -$795K -14,905 -27%
DDC
184
DF Dent & Co
Maryland
$2.13M +$660K +14,000 +45%
RVM
185
Robinson Value Management
Texas
$2.07M -$295K -6,260 -12%
WFI
186
West Family Investments
California
$2.06M -$7.82K -166 -0.4%
Credit Agricole
187
Credit Agricole
France
$2.01M +$102K +1,942 +5%
AllianceBernstein
188
AllianceBernstein
Tennessee
$1.91M -$26.1K -553 -1%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$1.91M -$183K -3,883 -9%
EFS
190
Essex Financial Services
Connecticut
$1.9M -$41.3K -877 -2%
KAS
191
Kestra Advisory Services
Texas
$1.87M +$22.2K +472 +1%
PA
192
Profund Advisors
Maryland
$1.85M +$154K +3,271 +9%
DADC
193
D.A. Davidson & Co
Montana
$1.84M +$222K +4,712 +14%
IPW
194
Inlet Private Wealth
Florida
$1.84M – – –
Creative Planning
195
Creative Planning
Kansas
$1.82M -$158K -3,360 -8%
PL
196
Plancorp LLC
Missouri
$1.81M – – –
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$1.8M +$147K +3,120 +9%
Cetera Investment Advisers
198
Cetera Investment Advisers
Illinois
$1.76M +$781K +16,570 +80%
BMCM
199
Bryn Mawr Capital Management
Pennsylvania
$1.72M +$283K +6,000 +20%
Ensign Peak Advisors
200
Ensign Peak Advisors
Utah
$1.69M – – –
6 7
8
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