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189 hedge funds and large institutions have $621M invested in WPP in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 19

62% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $994K

46% more capital invested

Capital invested by funds: $426M → $621M (+$195M)

15% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 55

12% more funds holding

Funds holding: 169189 (+20)

0.33% more ownership

Funds ownership: 0.89%1.21% (+0.33%)

Holders
189
Holders Change
+20
Holders Change %
+11.83%
% of All Funds
2.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
63
Reduced
55
Closed
19
Calls
$1.61M
Puts
$994K
Net Calls
+$613K
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$884K -$30.6K -684 -4%
CGH
52
Crossmark Global Holdings
Texas
$870K +$147K +3,281 +22%
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$794K -$1.7K -38 -0.2%
US Bancorp
54
US Bancorp
Minnesota
$786K +$108K +2,410 +17%
QCM
55
Quantinno Capital Management
New York
$772K +$416K +9,281 +134%
NW
56
NewEdge Wealth
Pennsylvania
$767K -$55K -1,228 -7%
VAS
57
Vestmark Advisory Solutions
Massachusetts
$762K -$59.7K -1,333 -8%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$742K -$3.32M -74,110 -83%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$727K -$152K -3,387 -18%
HighTower Advisors
60
HighTower Advisors
Illinois
$687K -$174K -3,895 -21%
Truist Financial
61
Truist Financial
North Carolina
$653K +$13.1K +292 +2%
LNWWM
62
Laird Norton Wetherby Wealth Management
California
$609K -$5.73K -128 -1%
M&T Bank
63
M&T Bank
New York
$561K +$224 +5 +0%
BRIA
64
Balanced Rock Investment Advisors
Massachusetts
$551K +$519K +11,593 New
VPIM
65
Vanguard Personalized Indexing Management
California
$492K -$82.1K -1,834 -15%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$469K +$37.2K +830 +9%
SEI Investments
67
SEI Investments
Pennsylvania
$454K +$48K +1,073 +13%
S
68
SignatureFD
Georgia
$450K +$39.4K +881 +10%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$443K +$15.5K +347 +4%
MWM
70
Mission Wealth Management
California
$441K +$49.2K +1,098 +13%
LWAM
71
Legacy Wealth Asset Management
Minnesota
$440K +$12.2K +273 +3%
HPM
72
Hudson Portfolio Management
New York
$424K -$10.5K -235 -3%
PAG
73
Private Advisor Group
New Jersey
$415K +$70.7K +1,580 +22%
Pathstone Holdings
74
Pathstone Holdings
New Jersey
$415K +$390K +8,716 New
IRC
75
Investors Research Corp
Georgia
$390K -$59.3K -1,325 -14%

WPP Hedge Fund Activity: Q4 2023 in Review

189 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in WPP (WPP) for Q4 2023, worth a combined $621M — up 46% from $426M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new WPP positions and 19 closed out — a net gain of 23 holders — while 63 added to existing stakes and 55 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $60.2M. The largest seller was Macquarie Group, cutting an estimated $17.9M.

  • 189 institutional investors held WPP (WPP) as of Q4 2023, up from 169 in Q3 2023.
  • Funds reported $621M of WPP stock for Q4 2023, up 46% quarter-over-quarter.
  • 42 funds opened new WPP positions in Q4 2023 and 19 closed out, a net change of +23 holders.
  • The largest WPP buyer in Q4 2023 was Invesco, an estimated $60.2M added.
  • The largest WPP seller in Q4 2023 was Macquarie Group, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2023.