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WRN

Western Copper and Gold

36 hedge funds and large institutions have $28.9M invested in Western Copper and Gold in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

11% more capital invested

Capital invested by funds: $26.1M → $28.9M (+$2.87M)

0.46% more ownership

Funds ownership: 11.62%12.08% (+0.46%)

8% less funds holding

Funds holding: 3936 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$12.6M -$1.37M -903,300 -10%
Franklin Resources
2
Franklin Resources
California
$7.36M +$2.2M +1,450,000 +45%
CAM
3
Claret Asset Management
Quebec, Canada
$5.85M
JAMONY
4
Jacob Asset Management of New York
California
$780K +$228K +150,000 +43%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$772K -$1.96K -1,293 -0.3%
GI
6
GAMCO Investors
Connecticut
$663K +$581K +382,770 +911%
BCV
7
Banque Cantonale Vaudoise
Switzerland
$129K +$43.2K +28,453 +53%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$127K -$269 -177 -0.2%
Goldman Sachs
9
Goldman Sachs
New York
$100K +$65.8K +43,300 +208%
Renaissance Technologies
10
Renaissance Technologies
New York
$88K -$168K -110,670 -66%
AMG
11
Advisors Management Group
Wisconsin
$54K +$1.52K +1,000 +3%
Optiver Holding
12
Optiver Holding
Netherlands
$45K +$43.3K +28,506 New
Morgan Stanley
13
Morgan Stanley
New York
$43K +$9.56K +6,295 +30%
TWC
14
TD Waterhouse Canada
Ontario, Canada
$37.4K +$28.9K +19,000 New
Wells Fargo
15
Wells Fargo
California
$37K -$276 -182 -0.8%
Jane Street
16
Jane Street
New York
$36K +$11.1K +7,315 +46%
GCIA
17
Gabelli & Co Investment Advisers
New York
$30K +$10.1K +6,625 +53%
BRWA
18
B. Riley Wealth Advisors
Florida
$19K
RJFSA
19
Raymond James Financial Services Advisors
Florida
$18K
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$17K -$9.27K -6,104 -36%
OC
21
Oppenheimer & Co
New York
$16K
SC
22
Scotia Capital
Ontario, Canada
$16K +$15.2K +10,000 New
Osaic Holdings
23
Osaic Holdings
Arizona
$7K -$1.52K -1,000 -19%
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.19K
Toronto Dominion Bank
25
Toronto Dominion Bank
Ontario, Canada
$5K +$5.17K +3,400 New

WRN Hedge Fund Activity: Q4 2021 in Review

36 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Copper and Gold (WRN) for Q4 2021, worth a combined $28.9M — up 11% from $26.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WRN and 5 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 9 added.

The largest buyer was Franklin Resources, adding an estimated $2.2M. The largest seller was Fidelity Investments, cutting an estimated $1.37M.

  • 36 institutional investors held Western Copper and Gold (WRN) as of Q4 2021, down from 39 in Q3 2021.
  • Funds reported $28.9M of Western Copper and Gold stock for Q4 2021, up 11% quarter-over-quarter.
  • 5 funds opened new Western Copper and Gold positions in Q4 2021 and 8 closed out, a net change of -3 holders.
  • The largest Western Copper and Gold buyer in Q4 2021 was Franklin Resources, an estimated $2.2M added.
  • The largest Western Copper and Gold seller in Q4 2021 was Fidelity Investments, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2021.