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WRN

Western Copper and Gold

42 hedge funds and large institutions have $28.9M invested in Western Copper and Gold in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

5% more funds holding

Funds holding: 4042 (+2)

0.16% less ownership

Funds ownership: 13.19%13.02% (-0.16%)

12% less capital invested

Capital invested by funds: $32.8M → $28.9M (-$3.92M)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$13.6M -$147K -98,907 -1%
Franklin Resources
2
Franklin Resources
California
$6.55M
CAM
3
Claret Asset Management
Quebec, Canada
$5.07M
GI
4
GAMCO Investors
Connecticut
$876K +$52.5K +35,400 +6%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$717K
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$587K
JAMONY
7
Jacob Asset Management of New York
California
$396K -$14.8K -10,000 -3%
Morgan Stanley
8
Morgan Stanley
New York
$164K +$108K +72,668 +154%
SM
9
Sweeney & Michel
California
$103K
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$95K -$4.63K -3,122 -4%
SI
11
Sprott Inc
Ontario, Canada
$94.9K
AA
12
ALPS Advisors
Colorado
$81.4K +$26.5K +17,844 +43%
Citadel Advisors
13
Citadel Advisors
Florida
$68.3K -$15.6K -10,533 -17%
Truist Financial
14
Truist Financial
North Carolina
$62.1K +$67.5K +45,500 New
AMG
15
Advisors Management Group
Wisconsin
$58K
GF
16
Gabelli Funds
New York
$54.6K +$7.41K +5,000 +14%
RFM
17
Royal Fund Management
Florida
$52.3K
Wells Fargo
18
Wells Fargo
California
$40.9K
Renaissance Technologies
19
Renaissance Technologies
New York
$39K -$159K -107,067 -79%
RG
20
Rathbones Group
United Kingdom
$37.8K +$40.7K +27,450 New
TWC
21
TD Waterhouse Canada
Ontario, Canada
$34.2K
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$24.2K +$26.3K +17,759 New
BBA
23
Baader Bank Aktiengesellschaft
Germany
$21.5K +$25.8K +17,400 New
UCMOK
24
United Capital Management of KS
Kansas
$21.1K
WMA
25
Wealth Management Associates
New Jersey
$19.2K

WRN Hedge Fund Activity: Q3 2023 in Review

42 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Western Copper and Gold (WRN) for Q3 2023, worth a combined $28.9M — down 12% from $32.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WRN positions and 6 closed out — a net gain of 2 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $108K. The largest seller was Renaissance Technologies, cutting an estimated $159K.

  • 42 institutional investors held Western Copper and Gold (WRN) as of Q3 2023, up from 40 in Q2 2023.
  • Funds reported $28.9M of Western Copper and Gold stock for Q3 2023, down 12% quarter-over-quarter.
  • 8 funds opened new Western Copper and Gold positions in Q3 2023 and 6 closed out, a net change of +2 holders.
  • The largest Western Copper and Gold buyer in Q3 2023 was Morgan Stanley, an estimated $108K added.
  • The largest Western Copper and Gold seller in Q3 2023 was Renaissance Technologies, an estimated $159K sold.

Based on aggregated 13F filings for Q3 2023.