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WRN

Western Copper and Gold

45 hedge funds and large institutions have $25.7M invested in Western Copper and Gold in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

2% more funds holding

Funds holding: 4445 (+1)

1.28% more ownership

Funds ownership: 11.06%12.34% (+1.3%)

3% less capital invested

Capital invested by funds: $26.4M → $25.7M (-$677K)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
6
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$8.89M -$433K -380,900 -4%
Franklin Resources
2
Franklin Resources
California
$5.01M
CAM
3
Claret Asset Management
Quebec, Canada
$3.88M
TI
4
Tidal Investments
Wisconsin
$2.61M +$2.82M +2,482,391 New
EPAM
5
Euro Pacific Asset Management
Puerto Rico
$1.15M +$454K +398,974 +57%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$634K +$75.7K +66,551 +12%
Lido Advisors
7
Lido Advisors
California
$578K +$626K +550,896 New
GI
8
GAMCO Investors
Connecticut
$498K -$19.7K -17,300 -4%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$476K -$9.83K -8,646 -2%
DIG
10
Dauntless Investment Group
New Hampshire
$316K +$342K +300,492 New
MEG
11
Millstone Evans Group
Colorado
$303K +$328K +288,926 New
Goldman Sachs
12
Goldman Sachs
New York
$259K +$175K +153,725 +165%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$181K
MG
14
Marex Group
$104K
Citadel Advisors
15
Citadel Advisors
Florida
$101K +$92.5K +81,404 +552%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$70K -$4.48K -3,940 -6%
VF
17
Virtu Financial
New York
$64K +$69.4K +61,010 New
SI
18
Sprott Inc
Ontario, Canada
$51.2K +$1.14K +1,000 +2%
AA
19
Advisory Alpha
Michigan
$48.3K +$52.3K +45,991 New
Raymond James Financial
20
Raymond James Financial
Florida
$45.4K +$49.2K +43,253 New
AMG
21
Advisors Management Group
Wisconsin
$44K
GF
22
Gabelli Funds
New York
$42K
RFM
23
Royal Fund Management
Florida
$40.2K
WMA
24
Wealth Management Associates
New Jersey
$38.4K +$14.8K +13,000 +55%
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$35.4K -$568 -500 -1%

WRN Hedge Fund Activity: Q4 2024 in Review

45 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Copper and Gold (WRN) for Q4 2024, worth a combined $25.7M — down 2.6% from $26.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WRN positions and 7 closed out — a net gain of 4 holders — while 6 added to existing stakes and 11 trimmed.

The largest buyer was Tidal Investments, opening a new position worth an estimated $2.82M. The largest seller was Anson Funds Management, exiting entirely with an estimated $627K sold.

  • 45 institutional investors held Western Copper and Gold (WRN) as of Q4 2024, up from 44 in Q3 2024.
  • Funds reported $25.7M of Western Copper and Gold stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 11 funds opened new Western Copper and Gold positions in Q4 2024 and 7 closed out, a net change of +4 holders.
  • The largest Western Copper and Gold buyer in Q4 2024 was Tidal Investments, an estimated $2.82M added.
  • The largest Western Copper and Gold seller in Q4 2024 was Anson Funds Management, an estimated $627K sold.

Based on aggregated 13F filings for Q4 2024.