We are live on ! Find out more
WPM icon

Wheaton Precious Metals
WPM

334 hedge funds and large institutions have $5.3B invested in Wheaton Precious Metals in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 110 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

8% more capital invested

Capital invested by funds: $4.92B → $5.3B (+$380M)

2% more funds holding

Funds holding: 328 → 334 (+6)

7% less call options, than puts

Call options by funds: $71.8M | Put options by funds: $77.4M

8% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 110

2.74% less ownership

Funds ownership: 54.42% → 51.68% (-2.7%)

Holders
334
Holders Change
+6
Holders Change %
+1.83%
% of All Funds
7.65%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
39
Increased
101
Reduced
110
Closed
30
Calls
$71.8M
Puts
$77.4M
Net Calls
-$5.6M
Net Calls Change
+$11.2M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$73.4M
2
PP
Prudential plc
United Kingdom
+$25.3M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$21.8M
4
Goldman Sachs
Goldman Sachs
New York
+$17.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$17.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.8M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$21.7M
3
Franklin Resources
Franklin Resources
California
-$20.9M
4
Morgan Stanley
Morgan Stanley
New York
-$15.9M
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$15.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
201
Financial Advocates Investment Management
Washington
$321K -$5.1K -237 -2%
ECM
202
ETrade Capital Management
Virginia
$311K +$303K +14,086 New
AP
203
Arlington Partners
Alabama
$308K – – –
FIM
204
Frontier Investment Management
Texas
$302K – – –
WAM
205
World Asset Management
Michigan
$300K -$86.3K -4,010 -23%
M&T Bank
206
M&T Bank
New York
$299K +$291K +13,528 New
CIM
207
Confluence Investment Management
Missouri
$289K -$7.68K -357 -3%
BA
208
Ballew Advisors
Mississippi
$280K +$430 +20 +0.2%
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$271K – – –
BONST
210
Bank of Nova Scotia Trust
Ontario, Canada
$269K +$263K +12,202 New
ECM
211
Evergreen Capital Management
Washington
$264K – – –
BCM
212
BlueCrest Capital Management
Jersey
$264K +$257K +11,947 New
IA
213
IFP Advisors
Florida
$263K +$14.7K +684 +6%
RPA
214
Rock Point Advisors
Vermont
$241K – – –
RE
215
RBC Europe
United Kingdom
$240K -$108K -5,000 -31%
Koshinski Asset Management
216
Koshinski Asset Management
Illinois
$237K -$4.3K -200 -2%
Neuberger Berman Group
217
Neuberger Berman Group
New York
$237K +$2.97K +138 +1%
QI
218
QS Investors
New York
$232K – – –
EP
219
Edgestream Partners
New Jersey
$228K +$223K +10,356 New
SFG
220
SNS Financial Group
Minnesota
$226K -$33.2K -1,545 -13%
IWM
221
IHT Wealth Management
Illinois
$218K – – –
BNP Paribas Asset Management
222
BNP Paribas Asset Management
France
$217K – – –
VCA
223
Verdence Capital Advisors
Maryland
$216K +$211K +9,800 New
MCM
224
MAI Capital Management
Ohio
$214K +$209K +9,713 New
TH
225
Timber Hill
Connecticut
$211K -$16.8K -780 -8%
7 8
9
10 11

WPM Hedge Fund Activity: Q2 2018 in Review

334 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q2 2018, worth a combined $5.3B — up 7.7% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WPM positions and 30 closed out — a net gain of 9 holders — while 101 added to existing stakes and 110 trimmed.

The largest buyer was Fidelity International, adding an estimated $73.4M. The largest seller was Fidelity Investments, cutting an estimated $84.8M.

  • 334 institutional investors held Wheaton Precious Metals (WPM) as of Q2 2018, up from 328 in Q1 2018.
  • Funds reported $5.3B of Wheaton Precious Metals stock for Q2 2018, up 7.7% quarter-over-quarter.
  • 39 funds opened new Wheaton Precious Metals positions in Q2 2018 and 30 closed out, a net change of +9 holders.
  • The largest Wheaton Precious Metals buyer in Q2 2018 was Fidelity International, an estimated $73.4M added.
  • The largest Wheaton Precious Metals seller in Q2 2018 was Fidelity Investments, an estimated $84.8M sold.

Based on aggregated 13F filings for Q2 2018.