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WRN

Western Copper and Gold
WRN

18 hedge funds and large institutions have $4.23M invested in Western Copper and Gold in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $3.13M → $4.23M (+$1.1M)

13% more funds holding

Funds holding: 16 → 18 (+2)

0.08% more ownership

Funds ownership: 6.51% → 6.6% (+0.08%)

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$110K
2
U
UBS
Switzerland
+$1.57K

Top Sellers

Rank Fund Capital Flow
1
AII
AGF Investments Inc
Ontario, Canada
-$39.6K
2
HighTower Advisors
HighTower Advisors
Illinois
-$23.9K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.19K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.9K
5
Wells Fargo
Wells Fargo
California
-$273
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1
Royce & Associates
New York
$1.55M – – –
AII
2
AGF Investments Inc
Ontario, Canada
$1.27M -$39.6K -66,200 -3%
Canada Life
3
Canada Life
Manitoba, Canada
$367K – – –
IGIM
4
I.G. Investment Management
Manitoba, Canada
$319K – – –
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$179K -$1.9K -3,170 -1%
EHC
6
Everett Harris & Co
California
$138K – – –
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$123K +$110K +183,510 New
U
8
UBS
Switzerland
$110K +$1.57K +2,623 +2%
HighTower Advisors
9
HighTower Advisors
Illinois
$69K -$23.9K -40,000 -29%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$56K -$4.19K -7,000 -8%
Wells Fargo
11
Wells Fargo
California
$15K -$273 -456 -2%
PCM
12
Parsons Capital Management
Rhode Island
$10K – – –
ICAS
13
Investors Capital Advisory Services
Massachusetts
$8K – – –
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$7K – – –
TRCT
15
Tower Research Capital (TRC)
New York
$2K – – –
US Bancorp
16
US Bancorp
Minnesota
$2K – – –
OIA
17
Optimum Investment Advisors
Illinois
$2K +$1.5K +2,500 New

WRN Hedge Fund Activity: Q3 2013 in Review

18 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Western Copper and Gold (WRN) for Q3 2013, worth a combined $4.23M — up 35% from $3.13M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new WRN positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 5 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $110K. The largest seller was AGF Investments Inc, cutting an estimated $39.6K.

  • 18 institutional investors held Western Copper and Gold (WRN) as of Q3 2013, up from 16 in Q2 2013.
  • Funds reported $4.23M of Western Copper and Gold stock for Q3 2013, up 35% quarter-over-quarter.
  • 2 funds opened new Western Copper and Gold positions in Q3 2013 and 0 closed out, a net change of +2 holders.
  • The largest Western Copper and Gold buyer in Q3 2013 was Schroder Investment Management Group, an estimated $110K added.
  • The largest Western Copper and Gold seller in Q3 2013 was AGF Investments Inc, an estimated $39.6K sold.

Based on aggregated 13F filings for Q3 2013.