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WRN

Western Copper and Gold
WRN

20 hedge funds and large institutions have $4.32M invested in Western Copper and Gold in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding

Funds holding: 18 → 20 (+2)

2% more capital invested

Capital invested by funds: $4.23M → $4.32M (+$99K)

0.06% less ownership

Funds ownership: 6.6% → 6.54% (-0.06%)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% 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
2
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
U
UBS
Switzerland
+$1.89K
2
Morgan Stanley
Morgan Stanley
New York
+$699
3
Wells Fargo
Wells Fargo
California
+$299

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$35K
2
AII
AGF Investments Inc
Ontario, Canada
-$30.5K
3
Canada Life
Canada Life
Manitoba, Canada
-$21K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$17K
5
PCM
Parsons Capital Management
Rhode Island
-$1.91K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1
Royce & Associates
New York
$1.55M – – –
AII
2
AGF Investments Inc
Ontario, Canada
$1.32M -$30.5K -48,029 -3%
Canada Life
3
Canada Life
Manitoba, Canada
$359K -$21K -33,029 -6%
IGIM
4
I.G. Investment Management
Manitoba, Canada
$341K – – –
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$162K -$17K -26,800 -10%
EHC
6
Everett Harris & Co
California
$140K – – –
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$131K – – –
U
8
UBS
Switzerland
$113K +$1.89K +2,971 +2%
PM
9
Penbrook Management
New York
$73K +$66.4K +104,400 New
HighTower Advisors
10
HighTower Advisors
Illinois
$70K – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$18K -$35K -55,000 -68%
Wells Fargo
12
Wells Fargo
California
$16K +$299 +470 +2%
PCM
13
Parsons Capital Management
Rhode Island
$8K -$1.91K -3,000 -21%
ICAS
14
Investors Capital Advisory Services
Massachusetts
$8K – – –
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$7K – – –
OIA
16
Optimum Investment Advisors
Illinois
$2K – – –
TRCT
17
Tower Research Capital (TRC)
New York
$2K – – –
US Bancorp
18
US Bancorp
Minnesota
$2K – – –
Morgan Stanley
19
Morgan Stanley
New York
$1K +$699 +1,099 New

WRN Hedge Fund Activity: Q4 2013 in Review

20 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Western Copper and Gold (WRN) for Q4 2013, worth a combined $4.32M — up 2.3% from $4.23M a quarter earlier.

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

The largest buyer was UBS, adding an estimated $1.89K. The largest seller was Royal Bank of Canada, cutting an estimated $35K.

  • 20 institutional investors held Western Copper and Gold (WRN) as of Q4 2013, up from 18 in Q3 2013.
  • Funds reported $4.32M of Western Copper and Gold stock for Q4 2013, up 2.3% quarter-over-quarter.
  • 2 funds opened new Western Copper and Gold positions in Q4 2013 and 0 closed out, a net change of +2 holders.
  • The largest Western Copper and Gold buyer in Q4 2013 was UBS, an estimated $1.89K added.
  • The largest Western Copper and Gold seller in Q4 2013 was Royal Bank of Canada, an estimated $35K sold.

Based on aggregated 13F filings for Q4 2013.