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WRN

Western Copper and Gold

39 hedge funds and large institutions have $34.5M invested in Western Copper and Gold in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

67% more capital invested

Capital invested by funds: $20.6M → $34.5M (+$13.9M)

15% more funds holding

Funds holding: 3439 (+5)

0.39% more ownership

Funds ownership: 12.4%12.79% (+0.39%)

Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$16.4M +$2.1M +1,146,200 +16%
CAM
2
Claret Asset Management
Quebec, Canada
$7.34M
Franklin Resources
3
Franklin Resources
California
$6.35M
Renaissance Technologies
4
Renaissance Technologies
New York
$1.29M +$3.67K +2,000 +0.3%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$955K -$610K -332,774 -41%
JAMONY
6
Jacob Asset Management of New York
California
$700K
BCV
7
Banque Cantonale Vaudoise
Switzerland
$240K -$20.8K -11,316 -9%
SAM
8
Synergy Asset Management
Washington
$181K +$80.5K +43,895 +93%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$162K -$119K -65,026 -44%
GI
10
GAMCO Investors
Connecticut
$84K +$77K +42,000 New
Millennium Management
11
Millennium Management
New York
$75K +$15.8K +8,598 +30%
Deutsche Bank
12
Deutsche Bank
Germany
$74K +$67.7K +36,900 New
Goldman Sachs
13
Goldman Sachs
New York
$72K +$66.2K +36,100 New
RSWM
14
Robertson Stephens Wealth Management
California
$70K +$64.2K +35,000 New
CSS
15
Cubist Systematic Strategies
Connecticut
$67K +$61.6K +33,598 New
AMG
16
Advisors Management Group
Wisconsin
$66K
Wells Fargo
17
Wells Fargo
California
$44K +$31.2K +17,000 +340%
Jane Street
18
Jane Street
New York
$42K +$38.7K +21,124 New
RE
19
RBC Europe
United Kingdom
$33.2K
HI
20
Harbour Investments
Wisconsin
$33K
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$33K +$224 +122 +0.7%
Morgan Stanley
22
Morgan Stanley
New York
$33K +$16.5K +8,997 +121%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.6K +$20.2K +11,000 +367%
BRWA
24
B. Riley Wealth Advisors
Florida
$24K +$22K +12,000 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$23K

WRN Hedge Fund Activity: Q2 2021 in Review

39 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Western Copper and Gold (WRN) for Q2 2021, worth a combined $34.5M — up 67% from $20.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WRN positions and 4 closed out — a net gain of 5 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.1M. The largest seller was Russell Investments Group, cutting an estimated $610K.

  • 39 institutional investors held Western Copper and Gold (WRN) as of Q2 2021, up from 34 in Q1 2021.
  • Funds reported $34.5M of Western Copper and Gold stock for Q2 2021, up 67% quarter-over-quarter.
  • 9 funds opened new Western Copper and Gold positions in Q2 2021 and 4 closed out, a net change of +5 holders.
  • The largest Western Copper and Gold buyer in Q2 2021 was Fidelity Investments, an estimated $2.1M added.
  • The largest Western Copper and Gold seller in Q2 2021 was Russell Investments Group, an estimated $610K sold.

Based on aggregated 13F filings for Q2 2021.