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Wheaton Precious Metals

423 hedge funds and large institutions have $12B invested in Wheaton Precious Metals in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 133 increasing their positions, 142 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 37

67% more capital invested

Capital invested by funds: $7.17B → $12B (+$4.8B)

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

38% more call options, than puts

Call options by funds: $239M | Put options by funds: $174M

10% more funds holding

Funds holding: 383423 (+40)

1.08% more ownership

Funds ownership: 58.69%59.77% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 142

Holders
423
Holders Change
+40
Holders Change %
+10.44%
% of All Funds
8.67%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.37%
New
79
Increased
133
Reduced
142
Closed
37
Calls
$239M
Puts
$174M
Net Calls
+$65.2M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$1.48B -$134M -3,396,728 -11%
First Eagle Investment Management
2
First Eagle Investment Management
New York
$960M -$82.2M -2,089,131 -9%
VanEck Associates
3
VanEck Associates
New York
$954M -$31.5M -799,575 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$603M +$125M +3,179,722 +30%
Capital World Investors
5
Capital World Investors
California
$591M +$279M +7,083,147 +112%
Vanguard Group
6
Vanguard Group
Pennsylvania
$590M -$6.54M -166,131 -1%
Fidelity International
7
Fidelity International
Bermuda
$527M +$29.1M +739,637 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$513M +$54.3M +1,380,790 +13%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$256M +$145M +3,691,781 +173%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$218M +$14.1M +357,263 +8%
RL
11
Ruffer LLP
United Kingdom
$202M -$10.2M -259,399 -6%
Capital International Investors
12
Capital International Investors
California
$188M +$133M +3,383,743 +383%
Swiss National Bank
13
Swiss National Bank
Switzerland
$168M +$1.82M +46,300 +1%
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$166M -$21.4M -543,070 -13%
Renaissance Technologies
15
Renaissance Technologies
New York
$160M +$15.6M +395,421 +12%
CG
16
Carmignac Gestion
France
$157M -$16.8M -427,395 -11%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$150M -$15.5M -394,139 -10%
Invesco
18
Invesco
Georgia
$141M -$84.3M -2,142,218 -40%
Bank of America
19
Bank of America
North Carolina
$141M +$32.3M +820,178 +35%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$135M +$1.33M +33,720 +1%
VNIM
21
Vaughan Nelson Investment Management
Texas
$134M +$18.4M +467,940 +18%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$133M +$8.83M +224,352 +8%
HKAM
23
Horizon Kinetics Asset Management
New York
$129M -$21.4M -543,232 -16%
Canada Life
24
Canada Life
Manitoba, Canada
$125M +$12.9M +327,452 +13%
Norges Bank
25
Norges Bank
Norway
$124M +$3.48M +88,379 +4%

WPM Hedge Fund Activity: Q2 2020 in Review

423 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q2 2020, worth a combined $12B — up 67% from $7.17B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new WPM positions and 37 closed out — a net gain of 42 holders — while 133 added to existing stakes and 142 trimmed.

The largest buyer was Capital World Investors, adding an estimated $279M. The largest seller was Franklin Resources, cutting an estimated $134M.

  • 423 institutional investors held Wheaton Precious Metals (WPM) as of Q2 2020, up from 383 in Q1 2020.
  • Funds reported $12B of Wheaton Precious Metals stock for Q2 2020, up 67% quarter-over-quarter.
  • 79 funds opened new Wheaton Precious Metals positions in Q2 2020 and 37 closed out, a net change of +42 holders.
  • The largest Wheaton Precious Metals buyer in Q2 2020 was Capital World Investors, an estimated $279M added.
  • The largest Wheaton Precious Metals seller in Q2 2020 was Franklin Resources, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2020.