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177 hedge funds and large institutions have $615M invested in WPP in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 41

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

22% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $887K

5% more funds holding

Funds holding: 169177 (+8)

1% more capital invested

Capital invested by funds: $610M → $615M (+$5.65M)

0.02% more ownership

Funds ownership: 0.78%0.81% (+0.02%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
177
Holders Change
+8
Holders Change %
+4.73%
% of All Funds
3.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
67
Reduced
41
Closed
22
Calls
$1.08M
Puts
$887K
Net Calls
+$193K
Net Calls Change
-$809K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$47K +$67 +1 +0.1%
JWA
127
JFS Wealth Advisors
Pennsylvania
$46K +$15.5K +231 +50%
LWM
128
Liberty Wealth Management
California
$41K +$38.7K +578 New
GLLW
129
Graves Light Lenhart Wealth
Virginia
$40K +$8.57K +128 +27%
APA
130
American Portfolios Advisors
New York
$38.4K +$38.4K +573 New
MA
131
Montag & Associates
Georgia
$37K
IA
132
IFP Advisors
Florida
$36K +$33.6K +502 +1,394%
TRCT
133
Tower Research Capital (TRC)
New York
$33K +$14.8K +221 +82%
JWM
134
Janiczek Wealth Management
Colorado
$29K -$3.28K -49 -10%
FHA
135
First Horizon Advisors
Tennessee
$28K +$4.02K +60 +16%
Bessemer Group
136
Bessemer Group
New Jersey
$27K +$3.28K +49 +14%
ZB
137
Zions Bancorporation
Utah
$23K
TIM
138
Tortoise Investment Management
New York
$21K
WTC
139
WhitTier Trust Company
Nevada
$21K +$21.3K +318 New
BCA
140
Berman Capital Advisors
Georgia
$19K -$67 -1 -0.4%
NFG
141
Next Financial Group
Texas
$19K +$2.28K +34 +14%
PB
142
Pinnacle Bancorp
Nebraska
$17K +$5.29K +79 +46%
BFC
143
Bedel Financial Consulting
Indiana
$13K
CWP
144
Concord Wealth Partners
Virginia
$13K
LWP
145
Laurel Wealth Planning
Minnesota
$13K +$12.7K +190 New
WWM
146
Wolff Wiese Magana
California
$11K +$4.49K +67 +64%
GWS
147
Glassman Wealth Services
Virginia
$9K +$938 +14 +12%
GKWIM
148
Gerber Kawasaki Wealth & Investment Management
California
$9K +$9.11K +136 New
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
$7K -$5.63K -84 -88%
SFP
150
Sterling Financial Planning
New Jersey
$7K

WPP Hedge Fund Activity: Q3 2021 in Review

177 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in WPP (WPP) for Q3 2021, worth a combined $615M — up 0.93% from $610M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WPP positions and 22 closed out — a net gain of 9 holders — while 67 added to existing stakes and 41 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $7.91M. The largest seller was Citigroup, cutting an estimated $6.02M.

  • 177 institutional investors held WPP (WPP) as of Q3 2021, up from 169 in Q2 2021.
  • Funds reported $615M of WPP stock for Q3 2021, up 0.93% quarter-over-quarter.
  • 31 funds opened new WPP positions in Q3 2021 and 22 closed out, a net change of +9 holders.
  • The largest WPP buyer in Q3 2021 was Fidelity Investments, an estimated $7.91M added.
  • The largest WPP seller in Q3 2021 was Citigroup, an estimated $6.02M sold.

Based on aggregated 13F filings for Q3 2021.