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WRN

Western Copper and Gold
WRN

35 hedge funds and large institutions have $34.1M invested in Western Copper and Gold in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $27.8M → $34.1M (+$6.3M)

0.79% more ownership

Funds ownership: 12.94% → 13.73% (+0.79%)

3% less funds holding

Funds holding: 36 → 35 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
5
Reduced
6
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HIG
Herr Investment Group
Texas
+$2.08M
2
PRWA
Platte River Wealth Advisors
Colorado
+$686K
3
CIBC World Market
CIBC World Market
Ontario, Canada
+$85.6K
4
CCM
Carderock Capital Management
Maryland
+$36.1K
5
PFS
Prospera Financial Services
Texas
+$19.5K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$556K
2
Morgan Stanley
Morgan Stanley
New York
-$538K
3
Citadel Advisors
Citadel Advisors
Florida
-$124K
4
VF
Virtu Financial
New York
-$68K
5
Truist Financial
Truist Financial
North Carolina
-$60.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$14.9K -$24.9K -20,000 -67%
UBS Group
27
UBS Group
Switzerland
$12.4K +$9.52K +7,646 +1,603%
Morgan Stanley
28
Morgan Stanley
New York
$10.3K -$538K -432,136 -98%
TWC
29
TD Waterhouse Canada
Ontario, Canada
$6.3K -$19.9K -16,000 -84%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.02K -$3.03K -2,435 -71%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.84K – – –
BlackRock
32
BlackRock
New York
$1.72K – – –
Bank of America
33
Bank of America
North Carolina
$1.53K – – –
TRCT
34
Tower Research Capital (TRC)
New York
$506 +$412 +331 New
US Bancorp
35
US Bancorp
Minnesota
$38 – – –
VF
36
Virtu Financial
New York
– -$68K -51,196 Closed
Truist Financial
37
Truist Financial
North Carolina
– -$60.5K -45,500 Closed
RG
38
Rathbones Group
United Kingdom
– -$36.4K -27,450 Closed
XT
39
XTX Topco
Cayman Islands
– -$18.2K -13,717 Closed
Toronto Dominion Bank
40
Toronto Dominion Bank
Ontario, Canada
– -$6.85K -5,148 Closed
TWM
41
Tradition Wealth Management
Minnesota
– -$7K -5,000 Closed
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
– -$5.05K -3,800 Closed
GI
43
Gradient Investments
Minnesota
– -$177 -133 Closed
PA
44
Parallel Advisors
California
– -$8 -6 Closed
1
2

WRN Hedge Fund Activity: Q1 2024 in Review

35 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Copper and Gold (WRN) for Q1 2024, worth a combined $34.1M — up 23% from $27.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of WRN and 8 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 5 added.

The largest buyer was Herr Investment Group, opening a new position worth an estimated $2.08M. The largest seller was Fidelity Investments, cutting an estimated $556K.

  • 35 institutional investors held Western Copper and Gold (WRN) as of Q1 2024, down from 36 in Q4 2023.
  • Funds reported $34.1M of Western Copper and Gold stock for Q1 2024, up 23% quarter-over-quarter.
  • 8 funds opened new Western Copper and Gold positions in Q1 2024 and 9 closed out, a net change of -1 holder.
  • The largest Western Copper and Gold buyer in Q1 2024 was Herr Investment Group, an estimated $2.08M added.
  • The largest Western Copper and Gold seller in Q1 2024 was Fidelity Investments, an estimated $556K sold.

Based on aggregated 13F filings for Q1 2024.