We are live on ! Find out more
WPP icon

WPP
WPP

168 hedge funds and large institutions have $582M invested in WPP in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

49% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 43

26% more capital invested

Capital invested by funds: $461M → $582M (+$121M)

10% more call options, than puts

Call options by funds: $1.85M | Put options by funds: $1.68M

4% more funds holding

Funds holding: 161 → 168 (+7)

0.05% more ownership

Funds ownership: 0.72% → 0.77% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
168
Holders Change
+7
Holders Change %
+4.35%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
64
Reduced
43
Closed
16
Calls
$1.85M
Puts
$1.68M
Net Calls
+$174K
Net Calls Change
-$501K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$21.1M
2
Invesco
Invesco
Georgia
+$16.1M
3
MIS
Morningstar Investment Services
Illinois
+$10.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.29M
5
UBS Group
UBS Group
Switzerland
+$4.67M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$7.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.66M
3
Renaissance Technologies
Renaissance Technologies
New York
-$5.48M
4
Jane Street
Jane Street
New York
-$4.76M
5
PPA
Parametric Portfolio Associates
Washington
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
151
Lumature Wealth Partners
Georgia
$3K +$3.17K +54 New
CFA
152
Carroll Financial Associates
North Carolina
$3K +$3.53K +60 New
CCA
153
Column Capital Advisors
Indiana
$2K – – –
SL
154
Savior LLC
Massachusetts
$2K – – –
IFAM
155
Institutional & Family Asset Management
Colorado
$2K +$1.47K +25 New
MA
156
MCF Advisors
Kentucky
$2K +$1.59K +27 New
CWA
157
Carolina Wealth Advisors
South Carolina
$2K +$1.65K +28 New
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.6K -$13.6K -232 -90%
BCWM
159
Bartlett & Co Wealth Management
Ohio
$1.28K – – –
BC
160
Bartlett & Co
Ohio
$1K – – –
LWM
161
Liberty Wealth Management
California
$1K – – –
SIC
162
Salem Investment Counselors
North Carolina
$1K – – –
SC
163
Sawyer & Company
Massachusetts
$1K – – –
SC
164
Sierra Capital
Florida
$1K +$1.18K +20 New
RWML
165
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$895 +$59 +1 +8%
FIA
166
FNY Investment Advisers
New York
– -$768K -14,202 Closed
CSS
167
Cubist Systematic Strategies
Connecticut
– -$461K -8,520 Closed
JF
168
Jump Financial
Illinois
– -$265K -4,900 Closed
MWNA
169
Marshall Wace North America
New York
– -$252K -4,652 Closed
Balyasny Asset Management
170
Balyasny Asset Management
Illinois
– -$247K -4,568 Closed
LA
171
Latitude Advisors
Florida
– -$207K -3,828 Closed
FCH
172
Freestone Capital Holdings
Washington
– -$139K -2,577 Closed
PWPS
173
Pinnacle Wealth Planning Services
Ohio
– -$31K -564 Closed
ASN
174
Advisory Services Network
Georgia
– -$14K -254 Closed
TPCW
175
TD Private Client Wealth
New York
– -$10.7K -198 Closed
4 5 6
7
8

WPP Hedge Fund Activity: Q1 2021 in Review

168 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in WPP (WPP) for Q1 2021, worth a combined $582M — up 26% from $461M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new WPP positions and 16 closed out — a net gain of 9 holders — while 64 added to existing stakes and 43 trimmed.

The largest buyer was BlackRock, adding an estimated $21.1M. The largest seller was Old Mission Capital, cutting an estimated $7.3M.

  • 168 institutional investors held WPP (WPP) as of Q1 2021, up from 161 in Q4 2020.
  • Funds reported $582M of WPP stock for Q1 2021, up 26% quarter-over-quarter.
  • 25 funds opened new WPP positions in Q1 2021 and 16 closed out, a net change of +9 holders.
  • The largest WPP buyer in Q1 2021 was BlackRock, an estimated $21.1M added.
  • The largest WPP seller in Q1 2021 was Old Mission Capital, an estimated $7.3M sold.

Based on aggregated 13F filings for Q1 2021.