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WRN

Western Copper and Gold

44 hedge funds and large institutions have $34.8M invested in Western Copper and Gold in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

42% more capital invested

Capital invested by funds: $24.5M → $34.8M (+$10.3M)

16% more funds holding

Funds holding: 3844 (+6)

0.11% more ownership

Funds ownership: 12.77%12.88% (+0.11%)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
7
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$22.9K
AWM
27
AE Wealth Management
Kansas
$21.5K
BRWA
28
B. Riley Wealth Advisors
Florida
$21.4K
OC
29
Oppenheimer & Co
New York
$17.8K
WMA
30
Wealth Management Associates
New Jersey
$17.8K +$15.3K +10,000 New
SC
31
Scotia Capital
Ontario, Canada
$17.7K
UBS Group
32
UBS Group
Switzerland
$10.1K +$3.02K +1,972 +53%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.2K -$1.63K -1,065 -27%
AWM
34
Accurate Wealth Management
Florida
$1.85K +$1.53K +1,000 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$1.78K
SCA
36
Stonebridge Capital Advisors
Minnesota
$890
BAM
37
Belpointe Asset Management
Nevada
$568 +$488 +319 New
SBL
38
Sargent Bickham Lagudis
Colorado
$409
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$354
GI
40
Gradient Investments
Minnesota
$237
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$178 +$153 +100 New
US Bancorp
42
US Bancorp
Minnesota
$45
PA
43
Parallel Advisors
California
$11
TSS
44
Two Sigma Securities
New York
-$13K -10,180 Closed
RVM
45
Robinson Value Management
Texas
-$4K -3,000 Closed
BC
46
Bartlett & Co
Ohio
-$1K -1,000 Closed
BCWM
47
Bartlett & Co Wealth Management
Ohio
-$1.27K -1,000 Closed
TRCT
48
Tower Research Capital (TRC)
New York
+$2 +1 New

WRN Hedge Fund Activity: Q4 2022 in Review

44 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Western Copper and Gold (WRN) for Q4 2022, worth a combined $34.8M — up 42% from $24.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WRN positions and 4 closed out — a net gain of 6 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Quadrature Capital, opening a new position worth an estimated $123K. The largest seller was Millennium Management, cutting an estimated $102K.

  • 44 institutional investors held Western Copper and Gold (WRN) as of Q4 2022, up from 38 in Q3 2022.
  • Funds reported $34.8M of Western Copper and Gold stock for Q4 2022, up 42% quarter-over-quarter.
  • 10 funds opened new Western Copper and Gold positions in Q4 2022 and 4 closed out, a net change of +6 holders.
  • The largest Western Copper and Gold buyer in Q4 2022 was Quadrature Capital, an estimated $123K added.
  • The largest Western Copper and Gold seller in Q4 2022 was Millennium Management, an estimated $102K sold.

Based on aggregated 13F filings for Q4 2022.