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Wheaton Precious Metals

340 hedge funds and large institutions have $5.89B invested in Wheaton Precious Metals in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 111 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 111

1% more call options, than puts

Call options by funds: $93.9M | Put options by funds: $92.8M

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

1% less capital invested

Capital invested by funds: $5.92B → $5.89B (-$30.8M)

1% less funds holding

Funds holding: 343340 (-3)

1.39% less ownership

Funds ownership: 56.49%55.1% (-1.4%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
340
Holders Change
-3
Holders Change %
-0.87%
% of All Funds
7.38%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.17%
New
36
Increased
121
Reduced
111
Closed
36
Calls
$93.9M
Puts
$92.8M
Net Calls
+$1.02M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
201
First Allied Advisory Services
California
$328K -$21.8K -984 -7%
BONST
202
Bank of Nova Scotia Trust
Ontario, Canada
$327K +$13.4K +605 +5%
HighTower Advisors
203
HighTower Advisors
Illinois
$323K +$98.5K +4,440 +50%
IWM
204
IHT Wealth Management
Illinois
$314K -$4.37K -197 -1%
ECM
205
Evergreen Capital Management
Washington
$307K +$12.1K +546 +4%
Ameriprise
206
Ameriprise
Minnesota
$306K -$41.1K -1,855 -13%
BAM
207
Blueshift Asset Management
New Jersey
$300K +$275K +12,396 New
RCAG
208
Rehmann Capital Advisory Group
Michigan
$299K +$97.4K +4,389 +55%
C
209
Cerebellum
California
$291K +$267K +12,053 New
KIA
210
KCM Investment Advisors
California
$290K
VFA
211
Voya Financial Advisors
Connecticut
$283K +$18.7K +841 +8%
Mercer Global Advisors
212
Mercer Global Advisors
Colorado
$281K +$13.2K +595 +5%
BWCS
213
Beirne Wealth Consulting Services
Connecticut
$278K +$266 +12 +0.1%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$276K
VOYA Investment Management
215
VOYA Investment Management
Georgia
$276K +$2.62K +118 +1%
N
216
Natixis
France
$265K -$25.2K -1,135 -9%
RPA
217
Rock Point Advisors
Vermont
$261K
SFG
218
SNS Financial Group
Minnesota
$260K
SCM
219
Stevens Capital Management
Pennsylvania
$258K +$237K +10,688 New
GWM
220
Geneos Wealth Management
Colorado
$246K -$49.6K -2,235 -18%
OCAM
221
Onex Canada Asset Management
Ontario, Canada
$243K -$99.9K -4,502 -31%
IAA
222
Ironsides Asset Advisors
North Carolina
$243K
VCA
223
Verdence Capital Advisors
Maryland
$237K
FPC
224
Falcon Point Capital
California
$236K -$18K -813 -8%
Wellington Management Group
225
Wellington Management Group
Massachusetts
$233K -$4.78M -215,659 -96%