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Wheaton Precious Metals
WPM

Overview Fund Activity

534 hedge funds and large institutions have $13.9B invested in Wheaton Precious Metals in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 168 increasing their positions, 175 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+50
Holders Change %
+10.33%
% of All Funds
7.83%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
88
Increased
168
Reduced
175
Closed
34
Calls
$263M
Puts
$142M
Net Calls
+$121M
Net Calls Change
+$94.9M

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$1.01B
2
Morgan Stanley
2
Morgan Stanley
New York
$197M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$201M
4
MBI
4
Montrusco Bolton Investments
Quebec, Canada
$47.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$164M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.51B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$714M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$176M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$158M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
201
Edmond de Rothschild Holding
Switzerland
$1.9M -$480K -9,730 -20%
PL
202
Plancorp LLC
Missouri
$1.89M – – –
PFS
203
Prospera Financial Services
Texas
$1.87M +$991K +20,078 +113%
FSA
204
Financial Sense Advisors
California
$1.82M -$49.8K -1,009 -3%
Mariner
205
Mariner
Kansas
$1.82M +$377K +7,645 +26%
Credit Agricole
206
Credit Agricole
France
$1.79M +$1.71M +34,592 +2,153%
PA
207
Profund Advisors
Maryland
$1.78M +$98.5K +1,996 +6%
DC
208
Davenport & Co
Virginia
$1.76M +$1.76M +35,748 New
Wealth Enhancement Advisory Services
209
Wealth Enhancement Advisory Services
Minnesota
$1.73M +$31.9K +646 +2%
AAP
210
Ardsley Advisory Partners
Connecticut
$1.73M -$1.23M -25,000 -42%
Vontobel Holding
211
Vontobel Holding
Switzerland
$1.72M -$304K -6,156 -15%
DADC
212
D.A. Davidson & Co
Montana
$1.7M +$148K +3,002 +10%
Ensign Peak Advisors
213
Ensign Peak Advisors
Utah
$1.69M – – –
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$1.69M -$80.7K -1,636 -5%
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$1.66M -$52.5K -1,064 -3%
OAM
216
Ostrum Asset Management
France
$1.65M -$49.4K -996 -3%
GSC
217
Grey Street Capital
Illinois
$1.63M – – –
NMIMC
218
Northwestern Mutual Investment Management Company
Wisconsin
$1.62M +$113K +2,296 +8%
Citadel Advisors
219
Citadel Advisors
Florida
$1.57M -$17.9M -363,389 -92%
DGAM
220
Desjardins Global Asset Management
Quebec, Canada
$1.55M -$2.73M -55,241 -64%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$1.54M +$1.54M +31,254 New
DDC
222
DF Dent & Co
Maryland
$1.54M -$691K -14,000 -31%
BMCM
223
Bryn Mawr Capital Management
Pennsylvania
$1.51M +$1.51M +30,575 New
QIM
224
Quantitative Investment Management
Virginia
$1.51M +$1.51M +30,549 New
KOMWMG
225
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.5M +$89.2K +1,807 +6%
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