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WRN

Western Copper and Gold
WRN

22 hedge funds and large institutions have $3.5M invested in Western Copper and Gold in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

5% more funds holding

Funds holding: 21 → 22 (+1)

0% more ownership

Funds ownership: 6.41% → 6.41% (+0%)

25% less capital invested

Capital invested by funds: $4.64M → $3.5M (-$1.14M)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$23.8K
2
U
UBS
Switzerland
+$11K
3
Citigroup
Citigroup
New York
+$2.29K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.22K

Top Sellers

Rank Fund Capital Flow
1
AII
AGF Investments Inc
Ontario, Canada
-$21.5K
2
Wells Fargo
Wells Fargo
California
-$8.5K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.68K
4
Canada Life
Canada Life
Manitoba, Canada
-$665
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1
Royce & Associates
New York
$1.27M – – –
AII
2
AGF Investments Inc
Ontario, Canada
$1.03M -$21.5K -29,100 -2%
Canada Life
3
Canada Life
Manitoba, Canada
$293K -$665 -900 -0.2%
IGIM
4
I.G. Investment Management
Manitoba, Canada
$277K – – –
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$129K -$5.68K -7,680 -3%
EHC
6
Everett Harris & Co
California
$116K – – –
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$107K – – –
U
8
UBS
Switzerland
$96K +$11K +14,855 +10%
PM
9
Penbrook Management
New York
$60K – – –
HighTower Advisors
10
HighTower Advisors
Illinois
$58K – – –
Citadel Advisors
11
Citadel Advisors
Florida
$19K +$23.8K +32,161 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$17K +$2.22K +3,000 +12%
Wells Fargo
13
Wells Fargo
California
$6K -$8.5K -11,500 -53%
ICAS
14
Investors Capital Advisory Services
Massachusetts
$6K – – –
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$6K – – –
LPC
16
Loeb Partners Corp
New York
$6K – – –
TRCT
17
Tower Research Capital (TRC)
New York
$2K – – –
Citigroup
18
Citigroup
New York
$2K +$2.29K +3,100 New
Morgan Stanley
19
Morgan Stanley
New York
$1K – – –
OIA
20
Optimum Investment Advisors
Illinois
$1K – – –

WRN Hedge Fund Activity: Q3 2014 in Review

22 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Western Copper and Gold (WRN) for Q3 2014, worth a combined $3.5M — down 25% from $4.64M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new WRN positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $23.8K. The largest seller was AGF Investments Inc, cutting an estimated $21.5K.

  • 22 institutional investors held Western Copper and Gold (WRN) as of Q3 2014, up from 21 in Q2 2014.
  • Funds reported $3.5M of Western Copper and Gold stock for Q3 2014, down 25% quarter-over-quarter.
  • 2 funds opened new Western Copper and Gold positions in Q3 2014 and 1 closed out, a net change of +1 holder.
  • The largest Western Copper and Gold buyer in Q3 2014 was Citadel Advisors, an estimated $23.8K added.
  • The largest Western Copper and Gold seller in Q3 2014 was AGF Investments Inc, an estimated $21.5K sold.

Based on aggregated 13F filings for Q3 2014.