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144 hedge funds and large institutions have $353M invested in WPP in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $970K

8% more capital invested

Capital invested by funds: $327M → $353M (+$25.4M)

7% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 0.81%0.77% (-0.05%)

3% less funds holding

Funds holding: 148144 (-4)

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
48
Reduced
45
Closed
35
Calls
$2.01M
Puts
$970K
Net Calls
+$1.04M
Net Calls Change
+$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
101
Sowell Financial Services
Arkansas
$42K
EI
102
Ellevest Inc
New York
$33K +$29.9K +803 +2,294%
GRP
103
Global Retirement Partners
California
$31K +$3.46K +93 +14%
GWM
104
Geneos Wealth Management
Colorado
$26K -$1.6K -43 -6%
BL
105
Balentine LLC
Georgia
$25K +$23.5K +633 New
MHR
106
Matthew Hamilton Rosenberg
$23K +$22.3K +600 New
JWA
107
JFS Wealth Advisors
Pennsylvania
$18K
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.4K -$42.9K -1,153 -75%
JP Morgan Chase
109
JP Morgan Chase
New York
$14K +$1.04K +28 +9%
ZB
110
Zions Bancorporation
Utah
$13K +$6.43K +173 +102%
TIM
111
Tortoise Investment Management
New York
$12K
VFA
112
Valeo Financial Advisors
Indiana
$10K +$409 +11 +5%
PCM
113
Prelude Capital Management
New York
$10K +$9.6K +258 New
BCA
114
Berman Capital Advisors
Georgia
$9K +$5.73K +154 +148%
BFC
115
Bedel Financial Consulting
Indiana
$8K
Deutsche Bank
116
Deutsche Bank
Germany
$7K -$723K -19,440 -99%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$7K
CAN
118
Cetera Advisor Networks
California
$7K +$6.36K +171 New
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$7K +$6.47K +174 New
EFSCE
120
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$483 -13 -10%
SPIA
121
Steward Partners Investment Advisory
New York
$4K
IA
122
IFP Advisors
Florida
$3K -$744 -20 -22%
EWM
123
Endurance Wealth Management
Rhode Island
$3K
PB
124
Pinnacle Bancorp
Nebraska
$3K
SWM
125
Sugarloaf Wealth Management
Georgia
$3K

WPP Hedge Fund Activity: Q2 2020 in Review

144 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WPP (WPP) for Q2 2020, worth a combined $353M — up 7.8% from $327M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of WPP and 31 opened new positions — a net loss of 4 holders — while 45 trimmed existing stakes and 48 added.

The largest buyer was Fidelity Investments, adding an estimated $20.6M. The largest seller was First Trust Advisors, exiting entirely with an estimated $40M sold.

  • 144 institutional investors held WPP (WPP) as of Q2 2020, down from 148 in Q1 2020.
  • Funds reported $353M of WPP stock for Q2 2020, up 7.8% quarter-over-quarter.
  • 31 funds opened new WPP positions in Q2 2020 and 35 closed out, a net change of -4 holders.
  • The largest WPP buyer in Q2 2020 was Fidelity Investments, an estimated $20.6M added.
  • The largest WPP seller in Q2 2020 was First Trust Advisors, an estimated $40M sold.

Based on aggregated 13F filings for Q2 2020.