WRN

Western Copper and Gold
WRN

Overview Fund Activity

35 hedge funds and large institutions have $34.1M invested in Western Copper and Gold in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 9 closing their positions.

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
5
Reduced
6
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIG
1
Herr Investment Group
Texas
$2.55M
2
PRWA
2
Platte River Wealth Advisors
Colorado
$843K
3
SM
3
Sweeney & Michel
California
$118K
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$105K
5
CCM
5
Carderock Capital Management
Maryland
$44.4K

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$14.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.3K
3
Citadel Advisors
3
Citadel Advisors
Florida
$20.4K
4
VF
4
Virtu Financial
New York
$0
5
Truist Financial
5
Truist Financial
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$14.3M 9,336,273 -446,400 -5%
Franklin Resources
2
Franklin Resources
California
$7.31M 4,780,000 – –
CAM
3
Claret Asset Management
Quebec, Canada
$5.66M 3,698,800 – –
HIG
4
Herr Investment Group
Texas
$2.55M 1,667,816 +1,667,816 New
GI
5
GAMCO Investors
Connecticut
$1M 655,370 – –
PRWA
6
Platte River Wealth Advisors
Colorado
$843K 550,666 +550,666 New
Russell Investments Group
7
Russell Investments Group
United Kingdom
$797K 520,904 – –
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$706K 462,015 +10,070 +2%
SM
9
Sweeney & Michel
California
$118K 78,194 +78,194 New
SI
10
Sprott Inc
Ontario, Canada
$106K 69,500 – –
CIBC World Market
11
CIBC World Market
Ontario, Canada
$105K 68,715 +68,715 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$104K 67,957 +22 +0%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$80.7K 52,753 – –
AMG
14
Advisors Management Group
Wisconsin
$65K 42,290 – –
GF
15
Gabelli Funds
New York
$61.2K 40,000 – –
RFM
16
Royal Fund Management
Florida
$58.6K 38,312 – –
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$57.9K 40,000 +6,000 +18%
CCM
18
Carderock Capital Management
Maryland
$44.4K 29,000 +29,000 New
WMA
19
Wealth Management Associates
New Jersey
$24.8K 21,600 +10,200 +89%
PFS
20
Prospera Financial Services
Texas
$24K 15,680 +15,680 New
Citadel Advisors
21
Citadel Advisors
Florida
$20.4K 13,319 -99,811 -88%
KAS
22
Kestra Advisory Services
Texas
$19.8K 12,933 +12,933 New
SC
23
Scotia Capital
Ontario, Canada
$18.2K 12,181 – –
BRWA
24
B. Riley Wealth Advisors
Florida
$16.4K 12,000 – –
OC
25
Oppenheimer & Co
New York
$15.3K 10,000 – –
1
2