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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
AG
26
Aperio Group
California
$12.1M -$255K -2,880 -2%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$11.1M -$679K -7,659 -6%
TIM
28
Thornburg Investment Management
New Mexico
$8.41M -$1.33M -14,981 -14%
GD
29
Grandfield & Dodd
New York
$7.83M +$7.66M +86,470 New
ClearBridge Investments
30
ClearBridge Investments
New York
$7.79M +$7.62M +86,005 New
CGH
31
Crossmark Global Holdings
Texas
$7.64M -$55.4K -625 -0.7%
US Bancorp
32
US Bancorp
Minnesota
$7.57M -$2.3M -25,988 -24%
Allianz Asset Management
33
Allianz Asset Management
Germany
$7.2M -$2.88M -32,550 -29%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$7.05M +$2.34M +26,367 +51%
RJA
35
Raymond James & Associates
Florida
$7.05M +$1.95M +22,012 +39%
Goldman Sachs
36
Goldman Sachs
New York
$6.26M +$1.32M +14,948 +28%
Mawer Investment Management
37
Mawer Investment Management
Alberta, Canada
$6.14M -$1.62M -18,316 -21%
CCMIC
38
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$5.72M +$162K +1,825 +3%
FCH
39
Freestone Capital Holdings
Washington
$5.48M -$1.3M -14,633 -19%
Fisher Asset Management
40
Fisher Asset Management
Washington
$5.13M -$34.4M -387,760 -87%
MA
41
Montag & Associates
Georgia
$5.1M +$3.99M +45,076 +401%
Wells Fargo
42
Wells Fargo
California
$5.04M +$851K +9,599 +21%
OAM
43
Oppenheimer Asset Management
New York
$4.99M
LWM
44
Lenox Wealth Management
Ohio
$4.83M +$1.34M +15,073 +39%
UBS Group
45
UBS Group
Switzerland
$4.58M -$1.01M -11,413 -18%
BTS
46
BB&T Securities
Virginia
$4.46M +$4.37M +49,279 New
TWI
47
Thomas White International
Illinois
$4.21M +$841K +9,494 +26%
SBAM
48
Santa Barbara Asset Management
California
$3.71M +$436K +4,920 +14%
SO
49
STRS Ohio
Ohio
$3.67M +$3.59M +40,499 New
SMP
50
Santa Monica Partners
Florida
$3.41M +$3.33M +37,606 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.