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200 hedge funds and large institutions have $501M invested in WPP in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 76 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $3.99M | Put options by funds: $3.43M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.21% less ownership

Funds ownership: 0.94%0.74% (-0.21%)

14% less funds holding

Funds holding: 232200 (-32)

26% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 76

42% less capital invested

Capital invested by funds: $872M → $501M (-$370M)

44% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 70

Holders
200
Holders Change
-32
Holders Change %
-13.79%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
56
Reduced
76
Closed
70
Calls
$3.99M
Puts
$3.43M
Net Calls
+$556K
Net Calls Change
+$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
151
Lenox Wealth Management
Ohio
$19K -$641K -10,750 -97%
TIM
152
Tortoise Investment Management
New York
$17K
CC
153
Claybrook Capital
Massachusetts
$17K +$18.7K +314 New
WDL
154
Well Done LLC
Michigan
$17K +$18.7K +314 New
OIA
155
OneDigital Investment Advisors
Kansas
$17K +$18.8K +316 New
IA
156
IFP Advisors
Florida
$16K -$4.65K -78 -21%
GWM
157
Geneos Wealth Management
Colorado
$14K -$2.44K -41 -13%
NFG
158
Next Financial Group
Texas
$14K
Fidelity Investments
159
Fidelity Investments
Massachusetts
$13K -$1.2M -20,090 -99%
ZB
160
Zions Bancorporation
Utah
$13K -$1.19K -20 -8%
WT
161
Whittier Trust
California
$13K +$13.9K +234 New
PI
162
PEAK6 Investments
Illinois
$12K -$168K -2,813 -93%
PCP
163
Proficio Capital Partners
Massachusetts
$12K +$3.04K +51 +31%
BFC
164
Bedel Financial Consulting
Indiana
$11K
WAM
165
Wealthspire Advisors (Maryland)
Maryland
$11K +$3.7K +62 +42%
ER
166
Enlightenment Research
Florida
$11K +$11.9K +200 New
LNB
167
Ledyard National Bank
$10K
Bessemer Group
168
Bessemer Group
New Jersey
$9K +$8.64K +145 +1,450%
LFA
169
Legacy Financial Advisors
Kentucky
$8K +$1.25K +21 +16%
ASN
170
Advisory Services Network
Georgia
$8K +$3.04K +51 +51%
FDCDDQ
171
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.18K -$298 -5 -4%
WTC
172
WhitTier Trust Company
Nevada
$7K -$178K -2,993 -96%
RFC
173
Regions Financial Corp
Alabama
$7K -$96.2K -1,614 -92%
EFSCE
174
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$4.47K -75 -37%
DBT
175
Dubuque Bank & Trust
Iowa
$7K +$7.15K +120 New

WPP Hedge Fund Activity: Q4 2018 in Review

200 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WPP (WPP) for Q4 2018, worth a combined $501M — down 42% from $872M a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of WPP and 39 opened new positions — a net loss of 31 holders — while 76 trimmed existing stakes and 56 added.

The largest buyer was Invesco, adding an estimated $12.6M. The largest seller was Harding Loevner, exiting entirely with an estimated $89.5M sold.

  • 200 institutional investors held WPP (WPP) as of Q4 2018, down from 232 in Q3 2018.
  • Funds reported $501M of WPP stock for Q4 2018, down 42% quarter-over-quarter.
  • 39 funds opened new WPP positions in Q4 2018 and 70 closed out, a net change of -31 holders.
  • The largest WPP buyer in Q4 2018 was Invesco, an estimated $12.6M added.
  • The largest WPP seller in Q4 2018 was Harding Loevner, an estimated $89.5M sold.

Based on aggregated 13F filings for Q4 2018.