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Wheaton Precious Metals

505 hedge funds and large institutions have $13.4B invested in Wheaton Precious Metals in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 166 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $414M | Put options by funds: $179M

21% more capital invested

Capital invested by funds: $11B → $13.4B (+$2.35B)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

4% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 160

2% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 49

0.8% more ownership

Funds ownership: 60.48%61.28% (+0.8%)

2% less funds holding

Funds holding: 513505 (-8)

Holders
505
Holders Change
-8
Holders Change %
-1.56%
% of All Funds
8.05%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
50
Increased
166
Reduced
160
Closed
49
Calls
$414M
Puts
$179M
Net Calls
+$234M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.54B +$44.9M +1,027,876 +3%
First Eagle Investment Management
2
First Eagle Investment Management
New York
$978M +$2.92M +66,764 +0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$944M +$226M +5,171,114 +36%
VanEck Associates
4
VanEck Associates
New York
$935M -$60.3M -1,379,562 -7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$755M +$2.15M +49,246 +0.3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$408M -$86.8M -1,985,514 -19%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$336M -$498K -11,390 -0.2%
Fidelity International
8
Fidelity International
Bermuda
$326M +$68.4M +1,565,300 +30%
Norges Bank
9
Norges Bank
Norway
$313M +$12.2M +278,129 +4%
VNIM
10
Vaughan Nelson Investment Management
Texas
$275M +$5.92M +135,493 +2%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$273M -$7.69M -175,826 -3%
Connor, Clark & Lunn Investment Management (CC&L)
12
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$251M +$26.5M +607,207 +13%
BlackRock
13
BlackRock
New York
$203M -$30.6K -701 -0%
Bank of America
14
Bank of America
North Carolina
$194M -$18.8M -430,062 -10%
Bank of Nova Scotia
15
Bank of Nova Scotia
Ontario, Canada
$184M +$3.46M +79,208 +2%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$177M +$7.34M +167,979 +5%
Deutsche Bank
17
Deutsche Bank
Germany
$168M -$13.5M -308,538 -8%
HKAM
18
Horizon Kinetics Asset Management
New York
$167M +$965K +22,074 +0.6%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$157M +$4.43M +101,426 +3%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$151M -$2.08M -47,523 -1%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$147M +$6.51M +148,911 +5%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$146M +$17.7M +405,374 +15%
Mackenzie Financial
23
Mackenzie Financial
Ontario, Canada
$137M +$18.4M +419,864 +17%
Legal & General Group
24
Legal & General Group
United Kingdom
$131M -$525K -12,020 -0.4%
AT
25
AMF Tjänstepension
Sweden
$131M -$27.1M -619,675 -19%

WPM Hedge Fund Activity: Q1 2023 in Review

505 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Wheaton Precious Metals (WPM) for Q1 2023, worth a combined $13.4B — up 21% from $11B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new WPM positions and 49 closed out — a net gain of 1 holder — while 166 added to existing stakes and 160 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $226M. The largest seller was Royal Bank of Canada, cutting an estimated $86.8M.

  • 505 institutional investors held Wheaton Precious Metals (WPM) as of Q1 2023, down from 513 in Q4 2022.
  • Funds reported $13.4B of Wheaton Precious Metals stock for Q1 2023, up 21% quarter-over-quarter.
  • 50 funds opened new Wheaton Precious Metals positions in Q1 2023 and 49 closed out, a net change of +1 holder.
  • The largest Wheaton Precious Metals buyer in Q1 2023 was Fidelity Investments, an estimated $226M added.
  • The largest Wheaton Precious Metals seller in Q1 2023 was Royal Bank of Canada, an estimated $86.8M sold.

Based on aggregated 13F filings for Q1 2023.