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168 hedge funds and large institutions have $426M invested in WPP in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 58 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 58

0.01% more ownership

Funds ownership: 0.88%0.89% (+0.01%)

8% less funds holding

Funds holding: 183168 (-15)

14% less capital invested

Capital invested by funds: $495M → $426M (-$68.8M)

32% less call options, than puts

Call options by funds: $1.04M | Put options by funds: $1.53M

45% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 31

Holders
168
Holders Change
-15
Holders Change %
-8.2%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
59
Reduced
58
Closed
31
Calls
$1.04M
Puts
$1.53M
Net Calls
-$487K
Net Calls Change
-$183K
Name Holding Trade Value Shares
Change
Change in
Stake
NW
51
NewEdge Wealth
Pennsylvania
$773K +$12K +240 +1%
VAS
52
Vestmark Advisory Solutions
Massachusetts
$773K +$12K +240 +1%
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$746K -$85.2K -1,707 -9%
CGH
54
Crossmark Global Holdings
Texas
$685K -$43.4K -869 -5%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$676K -$717K -14,367 -49%
EWA
56
Exencial Wealth Advisors
Oklahoma
$636K +$28.1K +563 +4%
US Bancorp
57
US Bancorp
Minnesota
$629K -$74.3K -1,487 -10%
OMC
58
Old Mission Capital
Illinois
$629K +$44.1K +884 +7%
Osaic Holdings
59
Osaic Holdings
Arizona
$629K +$243K +4,867 +53%
MML Investors Services
60
MML Investors Services
Massachusetts
$614K +$27.1K +543 +4%
Truist Financial
61
Truist Financial
North Carolina
$599K -$69.7K -1,396 -9%
Victory Capital Management
62
Victory Capital Management
Texas
$583K
LNWWM
63
Laird Norton Wetherby Wealth Management
California
$577K -$11.8K -237 -2%
VPIM
64
Vanguard Personalized Indexing Management
California
$543K -$64.6K -1,294 -10%
M&T Bank
65
M&T Bank
New York
$526K +$42.3K +847 +8%
IRC
66
Investors Research Corp
Georgia
$424K +$3.75K +75 +0.8%
HPM
67
Hudson Portfolio Management
New York
$408K +$52.2K +1,045 +13%
CAN
68
Cetera Advisor Networks
California
$407K +$73.6K +1,473 +19%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$403K -$14.6K -292 -3%
LWAM
70
Legacy Wealth Asset Management
Minnesota
$401K +$8.54K +171 +2%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$400K +$448K +8,968 New
Millennium Management
72
Millennium Management
New York
$396K -$174K -3,482 -28%
PGFC
73
Peapack-Gladstone Financial Corp
New Jersey
$384K -$29.1K -582 -6%
S
74
SignatureFD
Georgia
$382K -$4.84K -97 -1%
SEI Investments
75
SEI Investments
Pennsylvania
$378K +$11.2K +224 +3%

WPP Hedge Fund Activity: Q3 2023 in Review

168 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WPP (WPP) for Q3 2023, worth a combined $426M — down 14% from $495M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of WPP and 17 opened new positions — a net loss of 14 holders — while 58 trimmed existing stakes and 59 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $6.79M. The largest seller was Leuthold Group, exiting entirely with an estimated $3.46M sold.

  • 168 institutional investors held WPP (WPP) as of Q3 2023, down from 183 in Q2 2023.
  • Funds reported $426M of WPP stock for Q3 2023, down 14% quarter-over-quarter.
  • 17 funds opened new WPP positions in Q3 2023 and 31 closed out, a net change of -14 holders.
  • The largest WPP buyer in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $6.79M added.
  • The largest WPP seller in Q3 2023 was Leuthold Group, an estimated $3.46M sold.

Based on aggregated 13F filings for Q3 2023.