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Wheaton Precious Metals
WPM

Overview Fund Activity

484 hedge funds and large institutions have $11.4B invested in Wheaton Precious Metals in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 160 increasing their positions, 163 reducing their positions, and 59 closing their positions.

Holders
484
Holders Change
-21
Holders Change %
-4.16%
% of All Funds
7.72%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
41
Increased
160
Reduced
163
Closed
59
Calls
$163M
Puts
$137M
Net Calls
+$25.9M
Net Calls Change
-$39.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$256M
2
Fidelity International
2
Fidelity International
Bermuda
$410M
3
Capital World Investors
3
Capital World Investors
California
$1.35B
4
Norges Bank
4
Norges Bank
Norway
$320M
5
BCIM
5
British Columbia Investment Management
British Columbia, Canada
$43.5M

Top Sellers

1
ATN
1
AMF Tjänstepension
Sweden
$9.52M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$655M
3
EWA
3
EP Wealth Advisors
California
$218K
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$145M
5
BlackRock
5
BlackRock
New York
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
201
Kestra Advisory Services
Texas
$1.45M 35,838 +7,154 +25%
Ensign Peak Advisors
202
Ensign Peak Advisors
Utah
$1.43M 35,009 +2,300 +7%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$1.41M 34,753 +520 +2%
Wealth Enhancement Advisory Services
204
Wealth Enhancement Advisory Services
Minnesota
$1.4M 34,508 +34,508 New
OAM
205
Ostrum Asset Management
France
$1.39M 34,216 -6,811 -17%
Simplex Trading
206
Simplex Trading
Illinois
$1.38M 34,022 +34,022 New
PA
207
Profund Advisors
Maryland
$1.38M 33,998 -2,418 -7%
Creative Planning
208
Creative Planning
Kansas
$1.36M 33,650 +1,142 +4%
CCG
209
Cloverfields Capital Group
Minnesota
$1.35M 33,403 +9,492 +40%
GSC
210
Grey Street Capital
Illinois
$1.34M 33,000 – –
TI
211
Tidal Investments
Wisconsin
$1.33M 32,741 -421 -1%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$1.33M 32,727 +14,431 +79%
DADC
213
D.A. Davidson & Co
Montana
$1.27M 31,404 +25,771 +458%
NMIMC
214
Northwestern Mutual Investment Management Company
Wisconsin
$1.24M 30,598 +4,239 +16%
Mariner
215
Mariner
Kansas
$1.18M 29,174 +1,598 +6%
KOMWMG
216
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.16M 28,581 +5,305 +23%
JWM
217
Jeppson Wealth Management
California
$1.14M 28,175 +389 +1%
OMC
218
Old Mission Capital
Illinois
$1.11M 27,353 +27,353 New
PIC
219
PCJ Investment Counsel
Ontario, Canada
$1.1M 27,210 -17,270 -39%
SFI
220
Susquehanna Fundamental Investments
Pennsylvania
$1.1M 27,084 -54,500 -67%
AWM
221
AE Wealth Management
Kansas
$1.1M 27,011 -556 -2%
FAM
222
Formidable Asset Management
Ohio
$1.09M 26,846 – –
T
223
TOBAM
France
$1.02M 25,142 -2,104 -8%
P
224
Pitcairn
Pennsylvania
$956K 23,567 -4,219 -15%
AWA
225
Arkadios Wealth Advisors
Georgia
$925K 22,801 -158 -0.7%
7 8
9
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