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WRN

Western Copper and Gold

40 hedge funds and large institutions have $39M invested in Western Copper and Gold in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $34.8M → $39M (+$4.2M)

1.24% more ownership

Funds ownership: 12.88%14.12% (+1.2%)

9% less funds holding

Funds holding: 4440 (-4)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
40
Holders Change
-4
Holders Change %
-9.09%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$18.3K
SC
27
Scotia Capital
Ontario, Canada
$17.8K
TWM
28
Tradition Wealth Management
Minnesota
$9K +$8.68K +5,000 New
Osaic Holdings
29
Osaic Holdings
Arizona
$7.69K -$17.4K -10,000 -70%
Bank of America
30
Bank of America
North Carolina
$6.47K -$38.8K -22,365 -86%
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.23K
UBS Group
32
UBS Group
Switzerland
$3.94K -$6.12K -3,524 -62%
US Bancorp
33
US Bancorp
Minnesota
$2.24K +$2.08K +1,200 +4,800%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$1.87K +$1.6K +921 +921%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$1.83K
SCA
36
Stonebridge Capital Advisors
Minnesota
$915
BAM
37
Belpointe Asset Management
Nevada
$584
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$357
GI
39
Gradient Investments
Minnesota
$243
PA
40
Parallel Advisors
California
$11
QC
41
Quadrature Capital
United Kingdom
-$145K -80,700 Closed
CIBC World Market
42
CIBC World Market
Ontario, Canada
-$134K -75,139 Closed
Toronto Dominion Bank
43
Toronto Dominion Bank
Ontario, Canada
-$129K -72,700 Closed
Millennium Management
44
Millennium Management
New York
-$49K -27,251 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$25.3K -14,217 Closed
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
-$22.9K -12,628 Closed
AWM
47
Accurate Wealth Management
Florida
-$1.85K -1,000 Closed

WRN Hedge Fund Activity: Q1 2023 in Review

40 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Copper and Gold (WRN) for Q1 2023, worth a combined $39M — up 12% from $34.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WRN and 5 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 9 added.

The largest buyer was Fidelity Investments, adding an estimated $3.47M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $366K.

  • 40 institutional investors held Western Copper and Gold (WRN) as of Q1 2023, down from 44 in Q4 2022.
  • Funds reported $39M of Western Copper and Gold stock for Q1 2023, up 12% quarter-over-quarter.
  • 5 funds opened new Western Copper and Gold positions in Q1 2023 and 8 closed out, a net change of -3 holders.
  • The largest Western Copper and Gold buyer in Q1 2023 was Fidelity Investments, an estimated $3.47M added.
  • The largest Western Copper and Gold seller in Q1 2023 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $366K sold.

Based on aggregated 13F filings for Q1 2023.