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Wheaton Precious Metals
WPM

Overview Fund Activity

547 hedge funds and large institutions have $14.6B invested in Wheaton Precious Metals in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 183 increasing their positions, 174 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+32
Holders Change %
+6.21%
% of All Funds
7.96%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
84
Increased
183
Reduced
174
Closed
42
Calls
$236M
Puts
$106M
Net Calls
+$130M
Net Calls Change
-$106M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$2.06B
2
UBS AM
UBS AM
Illinois
$92.8M
3
ATN
AMF Tjänstepension
Sweden
$84.4M
4
B
Barings
North Carolina
$65.4M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$312M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
2
CF
Canoe Financial
Alberta, Canada
$0
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$350K
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$126M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$575M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
176
Vident Advisory
Georgia
$2.56M +$752K +14,337 +42%
SIMG
177
Sonora Investment Management Group
Arizona
$2.52M – – –
MGP
178
Metis Global Partners
California
$2.51M +$89.9K +1,715 +4%
Credit Agricole
179
Credit Agricole
France
$2.5M +$497K +9,486 +25%
CAAS
180
Capital Asset Advisory Services
Michigan
$2.49M -$104K -1,859 -4%
MC
181
Moors & Cabot
Massachusetts
$2.47M -$114K -2,180 -4%
CGH
182
Crossmark Global Holdings
Texas
$2.44M -$92K -1,755 -4%
AWM
183
Axxcess Wealth Management
California
$2.33M -$103K -1,970 -4%
WFI
184
West Family Investments
California
$2.29M – – –
RVM
185
Robinson Value Management
Texas
$2.28M -$20.6K -393 -0.9%
KAS
186
Kestra Advisory Services
Texas
$2.24M +$312K +6,396 +16%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$2.22M +$1.69M +32,229 +318%
SEI Investments
188
SEI Investments
Pennsylvania
$2.22M -$1.1M -21,047 -33%
Creative Planning
189
Creative Planning
Kansas
$2.18M +$162K +3,084 +8%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$2.18M +$55.6K +1,060 +3%
AllianceBernstein
191
AllianceBernstein
Tennessee
$2.16M +$34.6K +660 +2%
DC
192
Davenport & Co
Virginia
$2.1M +$252K +4,800 +14%
Wealth Enhancement Advisory Services
193
Wealth Enhancement Advisory Services
Minnesota
$2.08M +$75.7K +1,444 +4%
TF
194
Trek Financial
Arizona
$2.06M +$2.06M +39,270 New
IPW
195
Inlet Private Wealth
Florida
$2.05M – – –
PL
196
Plancorp LLC
Missouri
$2.01M – – –
Cetera Investment Advisers
197
Cetera Investment Advisers
Illinois
$1.97M +$21.4K +409 +1%
BMCM
198
Bryn Mawr Capital Management
Pennsylvania
$1.92M – – –
Janney Montgomery Scott
199
Janney Montgomery Scott
Pennsylvania
$1.91M +$140K +2,674 +8%
Ensign Peak Advisors
200
Ensign Peak Advisors
Utah
$1.9M – – –
6 7
8
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