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WRN

Western Copper and Gold

36 hedge funds and large institutions have $27.8M invested in Western Copper and Gold in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

0.08% less ownership

Funds ownership: 13.02%12.94% (-0.08%)

4% less capital invested

Capital invested by funds: $28.9M → $27.8M (-$1.11M)

14% less funds holding

Funds holding: 4236 (-6)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
36
Holders Change
-6
Holders Change %
-14.29%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$12.9M -$151K -118,420 -1%
Franklin Resources
2
Franklin Resources
California
$6.31M
CAM
3
Claret Asset Management
Quebec, Canada
$4.89M
GI
4
GAMCO Investors
Connecticut
$872K +$16.9K +13,300 +2%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$691K
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$597K
Morgan Stanley
7
Morgan Stanley
New York
$584K +$406K +318,969 +266%
Citadel Advisors
8
Citadel Advisors
Florida
$150K +$80.4K +63,062 +126%
SI
9
Sprott Inc
Ontario, Canada
$92.4K
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$90K -$2.63K -2,065 -3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$70.2K +$53.2K +41,753 +380%
VF
12
Virtu Financial
New York
$68K +$65.2K +51,196 New
Truist Financial
13
Truist Financial
North Carolina
$60.5K
AMG
14
Advisors Management Group
Wisconsin
$56K
GF
15
Gabelli Funds
New York
$53.2K
RFM
16
Royal Fund Management
Florida
$51K
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$44.6K +$38.2K +30,000 +750%
Wells Fargo
18
Wells Fargo
California
$39.6K -$51 -40 -0.1%
RG
19
Rathbones Group
United Kingdom
$36.4K
TWC
20
TD Waterhouse Canada
Ontario, Canada
$33.3K
XT
21
XTX Topco
Cayman Islands
$18.2K +$17.5K +13,717 New
SC
22
Scotia Capital
Ontario, Canada
$16.1K
BRWA
23
B. Riley Wealth Advisors
Florida
$16K
WMA
24
Wealth Management Associates
New Jersey
$15.2K -$3.44K -2,700 -19%
OC
25
Oppenheimer & Co
New York
$13.3K

WRN Hedge Fund Activity: Q4 2023 in Review

36 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Western Copper and Gold (WRN) for Q4 2023, worth a combined $27.8M — down 3.8% from $28.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of WRN and 3 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 7 added.

The largest buyer was Morgan Stanley, adding an estimated $406K. The largest seller was Fidelity Investments, cutting an estimated $151K.

  • 36 institutional investors held Western Copper and Gold (WRN) as of Q4 2023, down from 42 in Q3 2023.
  • Funds reported $27.8M of Western Copper and Gold stock for Q4 2023, down 3.8% quarter-over-quarter.
  • 3 funds opened new Western Copper and Gold positions in Q4 2023 and 7 closed out, a net change of -4 holders.
  • The largest Western Copper and Gold buyer in Q4 2023 was Morgan Stanley, an estimated $406K added.
  • The largest Western Copper and Gold seller in Q4 2023 was Fidelity Investments, an estimated $151K sold.

Based on aggregated 13F filings for Q4 2023.