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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
API
76
Advisor Partners II
California
$372K +$21.8K +437 +6%
MWM
77
Mission Wealth Management
California
$364K +$1.45K +29 +0.4%
Brown Advisory
78
Brown Advisory
Maryland
$337K
BFG
79
Beacon Financial Group
Texas
$333K -$4.04K -81 -1%
PAG
80
Private Advisor Group
New Jersey
$318K +$38.5K +772 +12%
QCM
81
Quantinno Capital Management
New York
$310K -$206K -4,135 -37%
NA
82
NewEdge Advisors
Louisiana
$310K +$181K +3,618 +109%
Citigroup
83
Citigroup
New York
$304K -$57.3K -1,148 -14%
NS
84
NBC Securities
Alabama
$303K +$340K +6,800 New
PBK
85
Peoples Bank (Kansas)
Kansas
$299K +$335K +6,702 New
RWM
86
Ritholtz Wealth Management
New York
$288K -$49.6K -994 -13%
FTDI
87
First Trust Direct Indexing
Massachusetts
$281K -$7.29K -146 -2%
GCM
88
Genus Capital Management
British Columbia, Canada
$281K -$200K -4,010 -39%
CFFP
89
Center for Financial Planning
Michigan
$274K
Baird Financial Group
90
Baird Financial Group
Wisconsin
$269K +$8.39K +168 +3%
WS
91
Wedbush Securities
California
$260K +$291K +5,829 New
ACS
92
Archford Capital Strategies
Illinois
$249K -$10.4K -209 -4%
GT
93
Greenleaf Trust
Michigan
$246K +$2.1K +42 +0.8%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$244K -$1.55K -31 -0.6%
GTAM
95
Global Trust Asset Management
Florida
$238K -$32.5K -650 -11%
Cerity Partners
96
Cerity Partners
New York
$237K -$73.4K -1,470 -22%
EI
97
Ellevest Inc
New York
$234K -$77.5K -1,552 -23%
Franklin Resources
98
Franklin Resources
California
$229K +$41.7K +836 +19%
BP
99
Ballentine Partners
Massachusetts
$224K +$16.7K +334 +7%
TAM
100
Todd Asset Management
Kentucky
$224K

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.