WPP
151 hedge funds and large institutions have $823M invested in WPP in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 7 closing their positions.
329% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 7
38% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 39
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
26% more capital invested
Capital invested by funds: $652M → $823M (+$171M)
17% more funds holding
Funds holding: 129 → 151 (+22)
46% less call options, than puts
Call options by funds: $1.4M | Put options by funds: $2.61M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$41.9M |
| 2 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$12.3M |
| 3 |
CI
Cambiar Investors
Denver,
Colorado
|
+$8.5M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$4.98M |
| 5 |
Morgan Stanley
New York
|
+$3.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Aperio Group
Sausalito,
California
|
-$7.44M |
| 2 |
DM
Delphi Management
Brookline,
Massachusetts
|
-$2.27M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$2.16M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$1.38M |
| 5 |
LG
Leuthold Group
Minneapolis,
Minnesota
|
-$1.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIM
151
BlackRock Investment Management
Wilmington,
Delaware
| $2K | +$1.61K | +15 | New |
|
152
Bessemer Group
Woodbridge,
New Jersey
| $1K | +$1.07K | +10 | New |
|
|
SCM
153
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$775K | -7,527 | Closed |
|
|
HI
154
HBK Investments
Dallas,
Texas
| – | -$391K | -3,800 | Closed |
|
155
Two Sigma Investments
New York
| – | -$266K | -2,580 | Closed |
|
|
RG
156
Rathbones Group
Liverpool,
United Kingdom
| – | -$206K | -2,000 | Closed |
|
|
JIC
157
Joel Isaacson & Co
New York
| – | -$21K | -200 | Closed |
|
|
OSAM
158
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$13K | -125 | Closed |
|
WPP Hedge Fund Activity: Q4 2013 in Review
151 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WPP (WPP) for Q4 2013, worth a combined $823M — up 26% from $652M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new WPP positions and 7 closed out — a net gain of 23 holders — while 54 added to existing stakes and 39 trimmed.
The largest buyer was Harding Loevner, adding an estimated $41.9M. The largest seller was Aperio Group, exiting entirely with an estimated $7.44M sold.
- 151 institutional investors held WPP (WPP) as of Q4 2013, up from 129 in Q3 2013.
- Funds reported $823M of WPP stock for Q4 2013, up 26% quarter-over-quarter.
- 30 funds opened new WPP positions in Q4 2013 and 7 closed out, a net change of +23 holders.
- The largest WPP buyer in Q4 2013 was Harding Loevner, an estimated $41.9M added.
- The largest WPP seller in Q4 2013 was Aperio Group, an estimated $7.44M sold.
Based on aggregated 13F filings for Q4 2013.