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WRN

Western Copper and Gold
WRN

43 hedge funds and large institutions have $27.1M invested in Western Copper and Gold in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

23% more funds holding

Funds holding: 35 → 43 (+8)

1.65% less ownership

Funds ownership: 13.73% → 12.08% (-1.7%)

21% less capital invested

Capital invested by funds: $34.1M → $27.1M (-$7.05M)

Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$737K
2
AFM
Anson Funds Management
Texas
+$736K
3
MI
MMCAP International
Cayman Islands
+$408K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$243K
5
Wells Fargo
Wells Fargo
California
+$196K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$691K
2
HIG
Herr Investment Group
Texas
-$161K
3
CCM
Carderock Capital Management
Maryland
-$44.4K
4
SI
Sprott Inc
Ontario, Canada
-$30.3K
5
UBS Group
UBS Group
Switzerland
-$11.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
26
Royal Fund Management
Florida
$44.1K – – –
National Bank of Canada
27
National Bank of Canada
Quebec, Canada
$39.7K -$6.99K -5,000 -13%
RG
28
Rathbones Group
United Kingdom
$31.3K +$38.4K +27,450 New
WMA
29
Wealth Management Associates
New Jersey
$24.8K – – –
KAS
30
Kestra Advisory Services
Texas
$20.7K +$7.13K +5,100 +39%
PFS
31
Prospera Financial Services
Texas
$16.8K -$1.54K -1,100 -7%
BRWA
32
B. Riley Wealth Advisors
Florida
$13.8K – – –
SC
33
Scotia Capital
Ontario, Canada
$13.5K – – –
HF
34
HRT Financial
New York
$12K +$15.7K +11,258 New
OC
35
Oppenheimer & Co
New York
$11.5K – – –
BlackRock
36
BlackRock
New York
$5.61K +$5.25K +3,752 +334%
TWC
37
TD Waterhouse Canada
Ontario, Canada
$3.44K – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$1.84K +$559 +400 +33%
M
39
MOTCO
Texas
$1.84K +$2.24K +1,600 New
US Bancorp
40
US Bancorp
Minnesota
$1.64K +$1.96K +1,400 +5,600%
FC
41
Fairscale Capital
New Hampshire
$1.22K +$1.4K +1,000 New
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.11K – – –
UBS Group
43
UBS Group
Switzerland
$163 -$11.2K -7,981 -98%
CCM
44
Carderock Capital Management
Maryland
– -$44.4K -29,000 Closed
TRCT
45
Tower Research Capital (TRC)
New York
– -$506 -331 Closed
1
2

WRN Hedge Fund Activity: Q2 2024 in Review

43 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Western Copper and Gold (WRN) for Q2 2024, worth a combined $27.1M — down 21% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WRN positions and 2 closed out — a net gain of 8 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $737K. The largest seller was Fidelity Investments, cutting an estimated $691K.

  • 43 institutional investors held Western Copper and Gold (WRN) as of Q2 2024, up from 35 in Q1 2024.
  • Funds reported $27.1M of Western Copper and Gold stock for Q2 2024, down 21% quarter-over-quarter.
  • 10 funds opened new Western Copper and Gold positions in Q2 2024 and 2 closed out, a net change of +8 holders.
  • The largest Western Copper and Gold buyer in Q2 2024 was Morgan Stanley, an estimated $737K added.
  • The largest Western Copper and Gold seller in Q2 2024 was Fidelity Investments, an estimated $691K sold.

Based on aggregated 13F filings for Q2 2024.