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WRN

Western Copper and Gold

43 hedge funds and large institutions have $27.1M invested in Western Copper and Gold in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

23% more funds holding

Funds holding: 3543 (+8)

1.65% less ownership

Funds ownership: 13.73%12.08% (-1.7%)

21% less capital invested

Capital invested by funds: $34.1M → $27.1M (-$7.05M)

Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$10.1M -$691K -494,500 -5%
Franklin Resources
2
Franklin Resources
California
$5.45M
CAM
3
Claret Asset Management
Quebec, Canada
$4.22M
HIG
4
Herr Investment Group
Texas
$1.79M -$161K -115,067 -7%
GI
5
GAMCO Investors
Connecticut
$771K +$21K +15,000 +2%
PRWA
6
Platte River Wealth Advisors
Colorado
$633K
Morgan Stanley
7
Morgan Stanley
New York
$614K +$737K +527,200 +7,822%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$613K +$23.3K +16,688 +3%
AFM
9
Anson Funds Management
Texas
$600K +$736K +526,500 New
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$527K
MI
11
MMCAP International
Cayman Islands
$333K +$408K +292,110 New
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$213K +$243K +174,096 New
Wells Fargo
13
Wells Fargo
California
$171K +$196K +140,000 +1,434%
SM
14
Sweeney & Michel
California
$92.3K
MG
15
Marex Group
$85.3K +$104K +74,200 New
CIBC World Market
16
CIBC World Market
Ontario, Canada
$83K +$5.29K +3,785 +6%
Citadel Advisors
17
Citadel Advisors
Florida
$82.4K +$81.5K +58,313 +438%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$77K -$1.9K -1,357 -2%
Millennium Management
19
Millennium Management
New York
$69.6K +$85.3K +61,019 New
Bank of America
20
Bank of America
North Carolina
$61.2K +$73K +52,235 +5,224%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$60.7K
Goldman Sachs
22
Goldman Sachs
New York
$58K +$70.5K +50,400 New
SI
23
Sprott Inc
Ontario, Canada
$55K -$30.3K -21,700 -31%
AMG
24
Advisors Management Group
Wisconsin
$49K
GF
25
Gabelli Funds
New York
$46K

WRN Hedge Fund Activity: Q2 2024 in Review

43 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Western Copper and Gold (WRN) for Q2 2024, worth a combined $27.1M — down 21% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WRN positions and 2 closed out — a net gain of 8 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $737K. The largest seller was Fidelity Investments, cutting an estimated $691K.

  • 43 institutional investors held Western Copper and Gold (WRN) as of Q2 2024, up from 35 in Q1 2024.
  • Funds reported $27.1M of Western Copper and Gold stock for Q2 2024, down 21% quarter-over-quarter.
  • 10 funds opened new Western Copper and Gold positions in Q2 2024 and 2 closed out, a net change of +8 holders.
  • The largest Western Copper and Gold buyer in Q2 2024 was Morgan Stanley, an estimated $737K added.
  • The largest Western Copper and Gold seller in Q2 2024 was Fidelity Investments, an estimated $691K sold.

Based on aggregated 13F filings for Q2 2024.