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WRN

Western Copper and Gold

40 hedge funds and large institutions have $32.8M invested in Western Copper and Gold in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.93% less ownership

Funds ownership: 14.12%13.19% (-0.93%)

16% less capital invested

Capital invested by funds: $39M → $32.8M (-$6.12M)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$15.4M
Franklin Resources
2
Franklin Resources
California
$7.36M
CAM
3
Claret Asset Management
Quebec, Canada
$5.7M
GI
4
GAMCO Investors
Connecticut
$928K +$23.5K +14,000 +2%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$803K -$25.8K -15,333 -3%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$696K
JAMONY
7
Jacob Asset Management of New York
California
$459K -$50.4K -30,000 -9%
Renaissance Technologies
8
Renaissance Technologies
New York
$208K +$158K +94,177 +227%
Connor, Clark & Lunn Investment Management (CC&L)
9
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$159K -$210K -125,200 -55%
SM
10
Sweeney & Michel
California
$121K
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$112K -$2.83K -1,684 -2%
SI
12
Sprott Inc
Ontario, Canada
$106K
Citadel Advisors
13
Citadel Advisors
Florida
$92.7K +$35.5K +21,144 +54%
Morgan Stanley
14
Morgan Stanley
New York
$72.3K -$19.2K -11,417 -19%
Toronto Dominion Bank
15
Toronto Dominion Bank
Ontario, Canada
$67K +$72.7K +43,300 New
AMG
16
Advisors Management Group
Wisconsin
$65K
AA
17
ALPS Advisors
Colorado
$63.9K +$26.4K +15,734 +60%
Goldman Sachs
18
Goldman Sachs
New York
$61.5K -$135K -80,200 -67%
RFM
19
Royal Fund Management
Florida
$58.6K
GF
20
Gabelli Funds
New York
$53.5K -$25.2K -15,000 -30%
Wells Fargo
21
Wells Fargo
California
$45.9K -$12 -7 -0%
TWC
22
TD Waterhouse Canada
Ontario, Canada
$38.3K
UCMOK
23
United Capital Management of KS
Kansas
$23.7K -$3.79K -2,255 -13%
WMA
24
Wealth Management Associates
New Jersey
$21.6K +$4.2K +2,500 +22%
SC
25
Scotia Capital
Ontario, Canada
$18.7K +$3.66K +2,181 +22%

WRN Hedge Fund Activity: Q2 2023 in Review

40 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Western Copper and Gold (WRN) for Q2 2023, worth a combined $32.8M — down 16% from $39M a quarter earlier.

Fund positioning in WRN was balanced in Q2 2023: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 12 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $158K. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $210K.

  • 40 institutional investors held Western Copper and Gold (WRN) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $32.8M of Western Copper and Gold stock for Q2 2023, down 16% quarter-over-quarter.
  • 3 funds opened new Western Copper and Gold positions in Q2 2023 and 3 closed out, a net change of 0 holders.
  • The largest Western Copper and Gold buyer in Q2 2023 was Renaissance Technologies, an estimated $158K added.
  • The largest Western Copper and Gold seller in Q2 2023 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $210K sold.

Based on aggregated 13F filings for Q2 2023.