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204 hedge funds and large institutions have $564M invested in WPP in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 51 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 51

28% more call options, than puts

Call options by funds: $3.08M | Put options by funds: $2.41M

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

12% more capital invested

Capital invested by funds: $501M → $564M (+$62.2M)

2% more funds holding

Funds holding: 200204 (+4)

0.12% more ownership

Funds ownership: 0.74%0.86% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
204
Holders Change
+4
Holders Change %
+2%
% of All Funds
4.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
82
Reduced
51
Closed
30
Calls
$3.08M
Puts
$2.41M
Net Calls
+$670K
Net Calls Change
+$114K
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
151
Asset Dedication LLC
California
$37K +$39K +700 New
LC
152
Lindbrook Capital
California
$36K +$6.18K +111 +19%
Marshall Wace
153
Marshall Wace
United Kingdom
$33K -$1.41M -25,346 -98%
MGIA
154
Moneta Group Investment Advisors
Missouri
$31K +$32.7K +587 New
FPB
155
First PREMIER Bank
South Dakota
$29K
YWP
156
YorkBridge Wealth Partners
New York
$26K
JWA
157
JFS Wealth Advisors
Pennsylvania
$25K
GWM
158
Geneos Wealth Management
Colorado
$23K +$9.19K +165 +60%
LWM
159
Lenox Wealth Management
Ohio
$21K +$2.45K +44 +13%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$21K +$21.8K +391 New
SIAS
161
Shine Investment Advisory Services
Colorado
$20K
SEI Investments
162
SEI Investments
Pennsylvania
$20K +$21.5K +385 New
TIM
163
Tortoise Investment Management
New York
$16K
ZB
164
Zions Bancorporation
Utah
$16K +$3.9K +70 +30%
ST
165
Smithfield Trust
Pennsylvania
$14K -$7.63K -137 -35%
WAM
166
Wealthspire Advisors (Maryland)
Maryland
$13K +$1.62K +29 +14%
BFC
167
Bedel Financial Consulting
Indiana
$11K
VFA
168
Valeo Financial Advisors
Indiana
$11K +$11.4K +205 New
OIA
169
OneDigital Investment Advisors
Kansas
$10K -$7.08K -127 -40%
AF
170
Advisornet Financial
Minnesota
$9K +$9.3K +167 New
Fidelity Investments
171
Fidelity Investments
Massachusetts
$7K -$5.52K -99 -42%
LFA
172
Legacy Financial Advisors
Kentucky
$7K -$1K -18 -12%
WTC
173
WhitTier Trust Company
Nevada
$7K
AIA
174
Alera Investment Advisors
Illinois
$7K +$613 +11 +8%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$7K +$5.63K +101 New

WPP Hedge Fund Activity: Q1 2019 in Review

204 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WPP (WPP) for Q1 2019, worth a combined $564M — up 12% from $501M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new WPP positions and 30 closed out — a net gain of 6 holders — while 82 added to existing stakes and 51 trimmed.

The largest buyer was Bank of America, adding an estimated $14M. The largest seller was D.E. Shaw & Co, cutting an estimated $6.29M.

  • 204 institutional investors held WPP (WPP) as of Q1 2019, up from 200 in Q4 2018.
  • Funds reported $564M of WPP stock for Q1 2019, up 12% quarter-over-quarter.
  • 36 funds opened new WPP positions in Q1 2019 and 30 closed out, a net change of +6 holders.
  • The largest WPP buyer in Q1 2019 was Bank of America, an estimated $14M added.
  • The largest WPP seller in Q1 2019 was D.E. Shaw & Co, an estimated $6.29M sold.

Based on aggregated 13F filings for Q1 2019.