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251 hedge funds and large institutions have $1.09B invested in WPP in 2017 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 76 increasing their positions, 68 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 31

18% more funds holding

Funds holding: 212251 (+39)

13% more capital invested

Capital invested by funds: $968M → $1.09B (+$122M)

12% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 68

0.95% more ownership

Funds ownership: 0%0.95% (+0.95%)

36% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.91M

Holders
251
Holders Change
+39
Holders Change %
+18.4%
% of All Funds
5.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
70
Increased
76
Reduced
68
Closed
31
Calls
$1.21M
Puts
$1.91M
Net Calls
-$697K
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
226
Icon Wealth Partners
Texas
$8K +$7.62K +86 New
UBS AM
227
UBS AM
Illinois
$7.88K
TL
228
TrueWealth LLC
Georgia
$7K +$7K +79 New
PFBT
229
Parkside Financial Bank & Trust
Missouri
$6K
MOS
230
MGO One Seven
Ohio
$6K +$6.03K +68 New
BTIS
231
BB&T Investment Services
North Carolina
$5K +$4.25K +48 New
CB
232
Community Bank
New York
$5K +$4.43K +50 New
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.59K +18 +82%
PGWM
234
Parisi Gray Wealth Management
New Jersey
$4K +$3.81K +43 New
RPC
235
Rossmore Private Capital
Connecticut
$3.62K +$3.54K +40 New
WIM
236
Westside Investment Management
California
$3.53K
Federated Hermes
237
Federated Hermes
Pennsylvania
$3K
CTC
238
Central Trust Company
Missouri
$3K +$2.92K +33 New
TFS
239
TrustCore Financial Services
Tennessee
$3K +$2.92K +33 New
FFG
240
Ford Financial Group
California
$3K +$3.54K +40 New
WEC
241
Winslow Evans & Crocker
Massachusetts
$2.36K
DAM
242
Delta Asset Management
Tennessee
$2K
SIC
243
Salem Investment Counselors
North Carolina
$2K
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$2K +$1.68K +19 New
SC
245
Sawyer & Company
Massachusetts
$2K +$1.95K +22 New
WC
246
Whitnell & Co
Illinois
$2K +$2.04K +23 New
BWL
247
Bogart Wealth LLC
Virginia
$1K
GFP
248
Gryphon Financial Partners
Ohio
$1K +$798 +9 New
FRA
249
Front Row Advisors
California
$1K +$975 +11 New
SWM
250
SeaCrest Wealth Management
New York
$1K +$1.15K +13 New

WPP Hedge Fund Activity: Q4 2017 in Review

251 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WPP (WPP) for Q4 2017, worth a combined $1.09B — up 13% from $968M a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new WPP positions and 31 closed out — a net gain of 39 holders — while 76 added to existing stakes and 68 trimmed.

The largest buyer was Morningstar Investment Services, opening a new position worth an estimated $66M. The largest seller was Harding Loevner, cutting an estimated $52M.

  • 251 institutional investors held WPP (WPP) as of Q4 2017, up from 212 in Q3 2017.
  • Funds reported $1.09B of WPP stock for Q4 2017, up 13% quarter-over-quarter.
  • 70 funds opened new WPP positions in Q4 2017 and 31 closed out, a net change of +39 holders.
  • The largest WPP buyer in Q4 2017 was Morningstar Investment Services, an estimated $66M added.
  • The largest WPP seller in Q4 2017 was Harding Loevner, an estimated $52M sold.

Based on aggregated 13F filings for Q4 2017.