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WPP
WPP

232 hedge funds and large institutions have $872M invested in WPP in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 97 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% less ownership

Funds ownership: 1.03% → 0.94% (-0.09%)

9% less call options, than puts

Call options by funds: $25M | Put options by funds: $27.4M

6% less funds holding

Funds holding: 248 → 232 (-16)

13% less capital invested

Capital invested by funds: $1B → $872M (-$132M)

37% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 97

45% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 33

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
232
Holders Change
-16
Holders Change %
-6.45%
% of All Funds
5.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
61
Reduced
97
Closed
33
Calls
$25M
Puts
$27.4M
Net Calls
-$2.35M
Net Calls Change
+$2.57M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$16.7M
2
GT
Glenmede Trust
Pennsylvania
+$5.43M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$4.11M
4
First Trust Advisors
First Trust Advisors
Illinois
+$3.84M
5
OMC
Old Mission Capital
Illinois
+$2.54M

Top Sellers

1
CEI
Clark Estates Inc
New York
-$29M
2
Morgan Stanley
Morgan Stanley
New York
-$16.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.4M
4
UCFA
United Capital Financial Advisors
Texas
-$10.8M
5
ClearBridge Investments
ClearBridge Investments
New York
-$8.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
251
Orrstown Financial Services
Pennsylvania
– -$24K -300 Closed
OIA
252
OneDigital Investment Advisors
Kansas
– -$21K -273 Closed
IAS
253
IMA Advisory Services
Colorado
– -$4K -54 Closed
LF
254
Lee Financial
Texas
– -$3K -39 Closed
B
255
Bridgeworth
Alabama
– -$2K -36 Closed
Federated Hermes
256
Federated Hermes
Pennsylvania
– -$3K -36 Closed
AAP
257
Arax Advisory Partners
Colorado
– -$2K -26 Closed
AF
258
Allworth Financial
California
– -$2K -23 Closed
WC
259
Whitnell & Co
Illinois
– -$2K -23 Closed
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
– -$1K -19 Closed
SIC
261
Salem Investment Counselors
North Carolina
– -$1K -18 Closed
GFP
262
Gryphon Financial Partners
Ohio
– -$1K -9 Closed
TNBTD
263
Trustmark National Bank Trust Department
Mississippi
– +$312 +4 New
MWPCG
264
Measured Wealth Private Client Group
New Hampshire
– +$1.01K +13 New
7 8 9 10
11

WPP Hedge Fund Activity: Q3 2018 in Review

232 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WPP (WPP) for Q3 2018, worth a combined $872M — down 13% from $1B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of WPP and 18 opened new positions — a net loss of 15 holders — while 97 trimmed existing stakes and 61 added.

The largest buyer was Goldman Sachs, adding an estimated $16.7M. The largest seller was Clark Estates Inc, cutting an estimated $29M.

  • 232 institutional investors held WPP (WPP) as of Q3 2018, down from 248 in Q2 2018.
  • Funds reported $872M of WPP stock for Q3 2018, down 13% quarter-over-quarter.
  • 18 funds opened new WPP positions in Q3 2018 and 33 closed out, a net change of -15 holders.
  • The largest WPP buyer in Q3 2018 was Goldman Sachs, an estimated $16.7M added.
  • The largest WPP seller in Q3 2018 was Clark Estates Inc, an estimated $29M sold.

Based on aggregated 13F filings for Q3 2018.