Western Copper and Gold
WRN
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.
23% more capital invested
Capital invested by funds: $27.8M → $34.1M (+$6.3M)
0.79% more ownership
Funds ownership: 12.94% → 13.73% (+0.79%)
3% less funds holding
Funds holding: 36 → 35 (-1)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIG
Herr Investment Group
Austin,
Texas
|
+$2.08M |
| 2 |
PRWA
Platte River Wealth Advisors
Louisville,
Colorado
|
+$686K |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$85.6K |
| 4 |
CCM
Carderock Capital Management
Chevy Chase,
Maryland
|
+$36.1K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$19.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$556K |
| 2 |
Morgan Stanley
New York
|
-$538K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$124K |
| 4 |
VF
Virtu Financial
New York
|
-$68K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$60.5K |
WRN Hedge Fund Activity: Q1 2024 in Review
35 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Copper and Gold (WRN) for Q1 2024, worth a combined $34.1M — up 23% from $27.8M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of WRN and 8 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 5 added.
The largest buyer was Herr Investment Group, opening a new position worth an estimated $2.08M. The largest seller was Fidelity Investments, cutting an estimated $556K.
- 35 institutional investors held Western Copper and Gold (WRN) as of Q1 2024, down from 36 in Q4 2023.
- Funds reported $34.1M of Western Copper and Gold stock for Q1 2024, up 23% quarter-over-quarter.
- 8 funds opened new Western Copper and Gold positions in Q1 2024 and 9 closed out, a net change of -1 holder.
- The largest Western Copper and Gold buyer in Q1 2024 was Herr Investment Group, an estimated $2.08M added.
- The largest Western Copper and Gold seller in Q1 2024 was Fidelity Investments, an estimated $556K sold.
Based on aggregated 13F filings for Q1 2024.