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178 hedge funds and large institutions have $531M invested in WPP in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 71 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

51% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 47

33% more capital invested

Capital invested by funds: $400M → $531M (+$132M)

16% more call options, than puts

Call options by funds: $2.38M | Put options by funds: $2.05M

8% more funds holding

Funds holding: 165178 (+13)

0.05% more ownership

Funds ownership: 0.78%0.83% (+0.05%)

Holders
178
Holders Change
+13
Holders Change %
+7.88%
% of All Funds
2.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
71
Reduced
47
Closed
14
Calls
$2.38M
Puts
$2.05M
Net Calls
+$323K
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
101
BSW Wealth Partners
Colorado
$259K -$7.43K -127 -3%
DWT
102
Dorsey & Whitney Trust
South Dakota
$245K +$241K +4,113 New
BP
103
Ballentine Partners
Massachusetts
$240K +$237K +4,040 New
ATC
104
Argent Trust Co
Tennessee
$235K +$231K +3,952 New
YCM
105
Yousif Capital Management
Michigan
$218K +$215K +3,666 New
FIA
106
Foundations Investment Advisors
Arizona
$217K +$213K +3,645 New
RJT
107
Raymond James Trust
Florida
$203K +$199K +3,404 New
SFA
108
Sequoia Financial Advisors
Ohio
$200K +$197K +3,363 New
ECM
109
Estabrook Capital Management
New York
$179K
TRCT
110
Tower Research Capital (TRC)
New York
$147K +$49.4K +844 +52%
PA
111
Parallel Advisors
California
$132K -$117 -2 -0.1%
JP Morgan Chase
112
JP Morgan Chase
New York
$128K +$41.3K +706 +49%
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$118K +$8.61K +147 +8%
LC
114
Lindbrook Capital
California
$81.2K +$937 +16 +1%
PAM
115
Paradigm Asset Management
New York
$77K -$2.93K -50 -4%
SWA
116
SOA Wealth Advisors
New York
$73.9K
EWA
117
EverSource Wealth Advisors
Alabama
$60K -$3.51K -60 -6%
SWM
118
Spire Wealth Management
Virginia
$59.9K +$11.2K +192 +24%
CFO
119
CVA Family Office
Colorado
$59.5K
GWM
120
Geneos Wealth Management
Colorado
$54.8K -$8.08K -138 -13%
GRP
121
Global Retirement Partners
California
$53.6K +$4.45K +76 +9%
WTC
122
WhitTier Trust Company
Nevada
$45.4K
UB
123
UMB Bank
Missouri
$44.2K -$8.2K -140 -16%
PPC
124
Park Place Capital
Alabama
$42.5K
IA
125
IFP Advisors
Florida
$42.1K -$15.7K -269 -35%

WPP Hedge Fund Activity: Q1 2023 in Review

178 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WPP (WPP) for Q1 2023, worth a combined $531M — up 33% from $400M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WPP positions and 14 closed out — a net gain of 16 holders — while 71 added to existing stakes and 47 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $19.6M. The largest seller was Optiver Holding, exiting entirely with an estimated $6.5M sold.

  • 178 institutional investors held WPP (WPP) as of Q1 2023, up from 165 in Q4 2022.
  • Funds reported $531M of WPP stock for Q1 2023, up 33% quarter-over-quarter.
  • 30 funds opened new WPP positions in Q1 2023 and 14 closed out, a net change of +16 holders.
  • The largest WPP buyer in Q1 2023 was Brandes Investment Partners, an estimated $19.6M added.
  • The largest WPP seller in Q1 2023 was Optiver Holding, an estimated $6.5M sold.

Based on aggregated 13F filings for Q1 2023.