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WPP
WPP

151 hedge funds and large institutions have $823M invested in WPP in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 7

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

26% more capital invested

Capital invested by funds: $652M → $823M (+$171M)

17% more funds holding

Funds holding: 129 → 151 (+22)

46% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $2.61M

Holders
151
Holders Change
+22
Holders Change %
+17.05%
% of All Funds
4.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
30
Increased
54
Reduced
39
Closed
7
Calls
$1.4M
Puts
$2.61M
Net Calls
-$1.21M
Net Calls Change
-$713K

Top Buyers

1
HL
Harding Loevner
New Jersey
+$41.9M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$12.3M
3
CI
Cambiar Investors
Colorado
+$8.5M
4
MAA
Managed Account Advisors
New Jersey
+$4.98M
5
Morgan Stanley
Morgan Stanley
New York
+$3.85M

Top Sellers

1
AG
Aperio Group
California
-$7.44M
2
DM
Delphi Management
Massachusetts
-$2.27M
3
SB
Suntrust Banks
Georgia
-$2.16M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$1.38M
5
LG
Leuthold Group
Minnesota
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$7.74M +$257K +2,402 +4%
Wells Fargo
27
Wells Fargo
California
$7.2M -$283K -2,647 -4%
Morgan Stanley
28
Morgan Stanley
New York
$5.89M +$3.85M +35,999 +236%
RFC
29
Russell Frank Company
Washington
$5.83M -$262K -2,450 -5%
U
30
UBS
Switzerland
$5.12M -$66.3K -619 -1%
Goldman Sachs
31
Goldman Sachs
New York
$4.99M +$203K +1,899 +5%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$4.7M +$656K +6,128 +18%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$4.66M +$347K +3,240 +9%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$4.51M +$1.19M +11,115 +39%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$4.42M +$501K +4,682 +14%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$4.39M +$138K +1,288 +3%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$4.12M +$71K +663 +2%
WIS
38
Wright Investors Service
Connecticut
$4.07M -$533K -4,975 -12%
Bank of America
39
Bank of America
North Carolina
$3.92M +$109K +1,022 +3%
PI
40
Putnam Investments
Massachusetts
$3.84M -$385K -3,600 -10%
Vanguard Group
41
Vanguard Group
Pennsylvania
$3.67M – – –
LG
42
Leuthold Group
Minnesota
$3.42M -$1.2M -11,246 -27%
SAM
43
Sentinel Asset Management
Vermont
$3.31M +$623K +5,820 +25%
SBAM
44
Santa Barbara Asset Management
California
$3.05M – – –
William Blair & Company
45
William Blair & Company
Illinois
$2.77M +$2.58M +24,137 New
1IC
46
1919 Investment Counsel
Maryland
$2.68M +$31K +290 +1%
ECM
47
ETrade Capital Management
Virginia
$2.61M +$503K +4,699 +26%
Barclays
48
Barclays
United Kingdom
$2.5M -$245K -2,289 -9%
CAM
49
Capstone Asset Management
Texas
$2.47M -$55.7K -520 -2%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$2.46M +$233K +2,178 +11%
1
2
3 4 5

WPP Hedge Fund Activity: Q4 2013 in Review

151 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WPP (WPP) for Q4 2013, worth a combined $823M — up 26% from $652M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WPP positions and 7 closed out — a net gain of 23 holders — while 54 added to existing stakes and 39 trimmed.

The largest buyer was Harding Loevner, adding an estimated $41.9M. The largest seller was Aperio Group, exiting entirely with an estimated $7.44M sold.

  • 151 institutional investors held WPP (WPP) as of Q4 2013, up from 129 in Q3 2013.
  • Funds reported $823M of WPP stock for Q4 2013, up 26% quarter-over-quarter.
  • 30 funds opened new WPP positions in Q4 2013 and 7 closed out, a net change of +23 holders.
  • The largest WPP buyer in Q4 2013 was Harding Loevner, an estimated $41.9M added.
  • The largest WPP seller in Q4 2013 was Aperio Group, an estimated $7.44M sold.

Based on aggregated 13F filings for Q4 2013.