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WRN

Western Copper and Gold

38 hedge funds and large institutions have $24.5M invested in Western Copper and Gold in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

0.13% less ownership

Funds ownership: 12.9%12.77% (-0.13%)

9% less capital invested

Capital invested by funds: $26.8M → $24.5M (-$2.29M)

10% less funds holding

Funds holding: 4238 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
5
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$10.1M
Franklin Resources
2
Franklin Resources
California
$5.88M
CAM
3
Claret Asset Management
Quebec, Canada
$4.68M
Russell Investments Group
4
Russell Investments Group
United Kingdom
$698K +$101K +76,276 +16%
GI
5
GAMCO Investors
Connecticut
$662K +$1.33K +1,000 +0.2%
Connor, Clark & Lunn Investment Management (CC&L)
6
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$578K -$126K -94,600 -17%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$575K +$5.77K +4,345 +1%
JAMONY
8
Jacob Asset Management of New York
California
$479K
Goldman Sachs
9
Goldman Sachs
New York
$121K -$87.6K -66,000 -41%
Millennium Management
10
Millennium Management
New York
$119K +$124K +93,668 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$104K +$1 +1 +0%
SI
12
Sprott Inc
Ontario, Canada
$88K +$92.2K +69,500 New
Morgan Stanley
13
Morgan Stanley
New York
$76K -$9.3K -7,007 -11%
AMG
14
Advisors Management Group
Wisconsin
$48K +$106 +80 +0.2%
RFM
15
Royal Fund Management
Florida
$48K +$50.8K +38,312 New
Wells Fargo
16
Wells Fargo
California
$36K
TWC
17
TD Waterhouse Canada
Ontario, Canada
$32.3K
Osaic Holdings
18
Osaic Holdings
Arizona
$26K +$16.7K +12,600 +166%
UCMOK
19
United Capital Management of KS
Kansas
$23K +$531 +400 +2%
BRWA
20
B. Riley Wealth Advisors
Florida
$16K
AWM
21
AE Wealth Management
Kansas
$15K +$16K +12,075 New
OC
22
Oppenheimer & Co
New York
$13K
SC
23
Scotia Capital
Ontario, Canada
$13K
TSS
24
Two Sigma Securities
New York
$13K +$13.5K +10,180 New
UBS Group
25
UBS Group
Switzerland
$5K +$4.71K +3,552 +2,368%

WRN Hedge Fund Activity: Q3 2022 in Review

38 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Western Copper and Gold (WRN) for Q3 2022, worth a combined $24.5M — down 8.5% from $26.8M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of WRN and 8 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 9 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $124K. The largest seller was Citigroup, exiting entirely with an estimated $262K sold.

  • 38 institutional investors held Western Copper and Gold (WRN) as of Q3 2022, down from 42 in Q2 2022.
  • Funds reported $24.5M of Western Copper and Gold stock for Q3 2022, down 8.5% quarter-over-quarter.
  • 8 funds opened new Western Copper and Gold positions in Q3 2022 and 12 closed out, a net change of -4 holders.
  • The largest Western Copper and Gold buyer in Q3 2022 was Millennium Management, an estimated $124K added.
  • The largest Western Copper and Gold seller in Q3 2022 was Citigroup, an estimated $262K sold.

Based on aggregated 13F filings for Q3 2022.