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WRN

Western Copper and Gold
WRN

44 hedge funds and large institutions have $26.4M invested in Western Copper and Gold in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

2% more funds holding

Funds holding: 43 → 44 (+1)

3% less capital invested

Capital invested by funds: $27.1M → $26.4M (-$715K)

1.02% less ownership

Funds ownership: 12.08% → 11.06% (-1%)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EPAM
Euro Pacific Asset Management
Puerto Rico
+$799K
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$115K
3
Goldman Sachs
Goldman Sachs
New York
+$49.1K
4
UBS Group
UBS Group
Switzerland
+$30.3K
5
Bank of America
Bank of America
North Carolina
+$29.1K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$406K
2
MI
MMCAP International
Cayman Islands
-$333K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$213K
4
GI
GAMCO Investors
Connecticut
-$205K
5
Citadel Advisors
Citadel Advisors
Florida
-$65.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$10.5M – – –
Franklin Resources
2
Franklin Resources
California
$5.94M – – –
CAM
3
Claret Asset Management
Quebec, Canada
$4.4M – – –
EPAM
4
Euro Pacific Asset Management
Puerto Rico
$828K +$799K +695,500 New
PRWA
5
Platte River Wealth Advisors
Colorado
$661K – – –
Russell Investments Group
6
Russell Investments Group
United Kingdom
$641K – – –
AFM
7
Anson Funds Management
Texas
$627K – – –
GI
8
GAMCO Investors
Connecticut
$590K -$205K -178,700 -27%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$550K – – –
Morgan Stanley
10
Morgan Stanley
New York
$216K -$406K -353,550 -66%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$205K +$115K +100,000 +138%
Wells Fargo
12
Wells Fargo
California
$131K -$45.7K -39,780 -27%
MG
13
Marex Group
$119K +$28.7K +25,000 +34%
Goldman Sachs
14
Goldman Sachs
New York
$112K +$49.1K +42,700 +85%
Bank of America
15
Bank of America
North Carolina
$94.2K +$29.1K +25,285 +47%
SM
16
Sweeney & Michel
California
$93.8K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$84K +$4.09K +3,556 +5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$63.3K – – –
SI
19
Sprott Inc
Ontario, Canada
$57.4K – – –
AMG
20
Advisors Management Group
Wisconsin
$51K +$31 +27 +0.1%
GF
21
Gabelli Funds
New York
$48K – – –
RFM
22
Royal Fund Management
Florida
$46K – – –
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$41K -$969 -843 -2%
RG
24
Rathbones Group
United Kingdom
$32.7K – – –
UBS Group
25
UBS Group
Switzerland
$31.8K +$30.3K +26,336 +18,546%
1
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WRN Hedge Fund Activity: Q3 2024 in Review

44 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Western Copper and Gold (WRN) for Q3 2024, worth a combined $26.4M — down 2.6% from $27.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WRN positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Euro Pacific Asset Management, opening a new position worth an estimated $799K. The largest seller was Morgan Stanley, cutting an estimated $406K.

  • 44 institutional investors held Western Copper and Gold (WRN) as of Q3 2024, up from 43 in Q2 2024.
  • Funds reported $26.4M of Western Copper and Gold stock for Q3 2024, down 2.6% quarter-over-quarter.
  • 5 funds opened new Western Copper and Gold positions in Q3 2024 and 3 closed out, a net change of +2 holders.
  • The largest Western Copper and Gold buyer in Q3 2024 was Euro Pacific Asset Management, an estimated $799K added.
  • The largest Western Copper and Gold seller in Q3 2024 was Morgan Stanley, an estimated $406K sold.

Based on aggregated 13F filings for Q3 2024.