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WRN

Western Copper and Gold

20 hedge funds and large institutions have $330K invested in Western Copper and Gold in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.13% less ownership

Funds ownership: 0.52%0.4% (-0.13%)

5% less funds holding

Funds holding: 2120 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

27% less capital invested

Capital invested by funds: $454K → $330K (-$124K)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$149K +$38.7K +44,800 +34%
AII
2
AGF Investments Inc
Ontario, Canada
$59K
Deutsche Bank
3
Deutsche Bank
Germany
$28K +$29.3K +33,900 New
SC
4
Scotia Capital
Ontario, Canada
$20K
RE
5
RBC Europe
United Kingdom
$13.9K
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$10K -$4.42K -5,121 -30%
CIBC World Market
7
CIBC World Market
Ontario, Canada
$10K
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9K
VF
9
Virtu Financial
New York
$9K +$8.98K +10,400 New
LPC
10
Loeb Partners Corp
New York
$8K
Wells Fargo
11
Wells Fargo
California
$7K -$165 -191 -2%
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.22K
AG
13
Advisor Group
Arizona
$1K
KCPG
14
Kavar Capital Partners Group
Kansas
$1K
MCM
15
Mainstay Capital Management
Michigan
$1K +$1.38K +1,600 New
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
-$187K -183,510 Closed
Citadel Advisors
17
Citadel Advisors
Florida
-$15K -18,919 Closed
UBS Group
18
UBS Group
Switzerland
-$8.44K -9,767 -98%
RCAG
19
Rehmann Capital Advisory Group
Michigan
-$2K -2,000 Closed
TRCT
20
Tower Research Capital (TRC)
New York
-$1K -800 Closed
Toronto Dominion Bank
21
Toronto Dominion Bank
Ontario, Canada
+$422 +489 +2,223%

WRN Hedge Fund Activity: Q2 2018 in Review

20 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Western Copper and Gold (WRN) for Q2 2018, worth a combined $330K — down 27% from $454K a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WRN and 3 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.

The largest buyer was Morgan Stanley, adding an estimated $38.7K. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $187K sold.

  • 20 institutional investors held Western Copper and Gold (WRN) as of Q2 2018, down from 21 in Q1 2018.
  • Funds reported $330K of Western Copper and Gold stock for Q2 2018, down 27% quarter-over-quarter.
  • 3 funds opened new Western Copper and Gold positions in Q2 2018 and 4 closed out, a net change of -1 holder.
  • The largest Western Copper and Gold buyer in Q2 2018 was Morgan Stanley, an estimated $38.7K added.
  • The largest Western Copper and Gold seller in Q2 2018 was Schroder Investment Management Group, an estimated $187K sold.

Based on aggregated 13F filings for Q2 2018.