We are live on ! Find out more
WRN

Western Copper and Gold

42 hedge funds and large institutions have $28.9M invested in Western Copper and Gold in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

5% more funds holding

Funds holding: 4042 (+2)

0.16% less ownership

Funds ownership: 13.19%13.02% (-0.16%)

12% less capital invested

Capital invested by funds: $32.8M → $28.9M (-$3.92M)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Scotia Capital
Ontario, Canada
$16.5K
BRWA
27
B. Riley Wealth Advisors
Florida
$16.4K
TSS
28
Two Sigma Securities
New York
$16.3K +$17.6K +11,905 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$15K +$16.3K +11,000 New
OC
30
Oppenheimer & Co
New York
$13.7K
Osaic Holdings
31
Osaic Holdings
Arizona
$7.37K +$1.78K +1,200 +29%
TWM
32
Tradition Wealth Management
Minnesota
$7K
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$5.27K -$297 -200 -5%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$5.19K -$1.52K -1,023 -21%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.67K
TRCT
36
Tower Research Capital (TRC)
New York
$1.6K +$1.74K +1,170 New
Bank of America
37
Bank of America
North Carolina
$1.36K -$10.8K -7,302 -88%
BlackRock
38
BlackRock
New York
$1.08K +$1.18K +795 New
UBS Group
39
UBS Group
Switzerland
$385 +$151 +102 +57%
GI
40
Gradient Investments
Minnesota
$182
US Bancorp
41
US Bancorp
Minnesota
$34
PA
42
Parallel Advisors
California
$8
Connor, Clark & Lunn Investment Management (CC&L)
43
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$159K -103,000 Closed
Toronto Dominion Bank
44
Toronto Dominion Bank
Ontario, Canada
-$67K -43,300 Closed
Goldman Sachs
45
Goldman Sachs
New York
-$61.5K -40,200 Closed
Corient Private Wealth
46
Corient Private Wealth
Florida
-$18.1K -11,811 Closed
AWM
47
AE Wealth Management
Kansas
-$18K -11,745 Closed
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
-$918 -600 Closed

WRN Hedge Fund Activity: Q3 2023 in Review

42 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Western Copper and Gold (WRN) for Q3 2023, worth a combined $28.9M — down 12% from $32.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WRN positions and 6 closed out — a net gain of 2 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $108K. The largest seller was Renaissance Technologies, cutting an estimated $159K.

  • 42 institutional investors held Western Copper and Gold (WRN) as of Q3 2023, up from 40 in Q2 2023.
  • Funds reported $28.9M of Western Copper and Gold stock for Q3 2023, down 12% quarter-over-quarter.
  • 8 funds opened new Western Copper and Gold positions in Q3 2023 and 6 closed out, a net change of +2 holders.
  • The largest Western Copper and Gold buyer in Q3 2023 was Morgan Stanley, an estimated $108K added.
  • The largest Western Copper and Gold seller in Q3 2023 was Renaissance Technologies, an estimated $159K sold.

Based on aggregated 13F filings for Q3 2023.