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WRN

Western Copper and Gold

40 hedge funds and large institutions have $39M invested in Western Copper and Gold in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $34.8M → $39M (+$4.2M)

1.24% more ownership

Funds ownership: 12.88%14.12% (+1.2%)

9% less funds holding

Funds holding: 4440 (-4)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
40
Holders Change
-4
Holders Change %
-9.09%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$18.2M +$3.47M +2,000,000 +25%
Franklin Resources
2
Franklin Resources
California
$8.7M +$226K +130,000 +3%
CAM
3
Claret Asset Management
Quebec, Canada
$6.73M
GI
4
GAMCO Investors
Connecticut
$1.08M +$96.4K +55,500 +10%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$975K +$76.6K +44,117 +9%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$823K -$4.17K -2,400 -0.5%
JAMONY
7
Jacob Asset Management of New York
California
$604K -$17.4K -10,000 -3%
Connor, Clark & Lunn Investment Management (CC&L)
8
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$415K -$366K -210,600 -48%
Goldman Sachs
9
Goldman Sachs
New York
$220K +$31.3K +18,000 +18%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$137K -$2.23K -1,284 -2%
SM
11
Sweeney & Michel
California
$131K +$144K +83,194 New
SI
12
Sprott Inc
Ontario, Canada
$127K
Morgan Stanley
13
Morgan Stanley
New York
$107K -$9.68K -5,575 -9%
GF
14
Gabelli Funds
New York
$91.5K +$86.8K +50,000 New
AMG
15
Advisors Management Group
Wisconsin
$77K
Renaissance Technologies
16
Renaissance Technologies
New York
$76K +$72.1K +41,523 New
Citadel Advisors
17
Citadel Advisors
Florida
$72.2K -$55.6K -32,028 -45%
RFM
18
Royal Fund Management
Florida
$70.1K
Wells Fargo
19
Wells Fargo
California
$54.2K +$1.74K +1,000 +3%
AA
20
ALPS Advisors
Colorado
$47.7K +$45.2K +26,060 New
TWC
21
TD Waterhouse Canada
Ontario, Canada
$46.5K
UCMOK
22
United Capital Management of KS
Kansas
$32.4K
BRWA
23
B. Riley Wealth Advisors
Florida
$22K
AWM
24
AE Wealth Management
Kansas
$22K -$139 -80 -0.7%
WMA
25
Wealth Management Associates
New Jersey
$21.2K +$2.78K +1,600 +16%

WRN Hedge Fund Activity: Q1 2023 in Review

40 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Copper and Gold (WRN) for Q1 2023, worth a combined $39M — up 12% from $34.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WRN and 5 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 9 added.

The largest buyer was Fidelity Investments, adding an estimated $3.47M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $366K.

  • 40 institutional investors held Western Copper and Gold (WRN) as of Q1 2023, down from 44 in Q4 2022.
  • Funds reported $39M of Western Copper and Gold stock for Q1 2023, up 12% quarter-over-quarter.
  • 5 funds opened new Western Copper and Gold positions in Q1 2023 and 8 closed out, a net change of -3 holders.
  • The largest Western Copper and Gold buyer in Q1 2023 was Fidelity Investments, an estimated $3.47M added.
  • The largest Western Copper and Gold seller in Q1 2023 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $366K sold.

Based on aggregated 13F filings for Q1 2023.