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WPP
WPP

178 hedge funds and large institutions have $531M invested in WPP in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 71 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

51% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 47

33% more capital invested

Capital invested by funds: $400M → $531M (+$132M)

16% more call options, than puts

Call options by funds: $2.38M | Put options by funds: $2.05M

8% more funds holding

Funds holding: 165 → 178 (+13)

0.05% more ownership

Funds ownership: 0.78% → 0.83% (+0.05%)

Holders
178
Holders Change
+13
Holders Change %
+7.88%
% of All Funds
2.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
71
Reduced
47
Closed
14
Calls
$2.38M
Puts
$2.05M
Net Calls
+$323K
Net Calls Change
-$1.28M

Top Buyers

Rank Fund Capital Flow
1
BIP
Brandes Investment Partners
California
+$19.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$9.15M
3
Goldman Sachs
Goldman Sachs
New York
+$3.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.83M
5
UBS Group
UBS Group
Switzerland
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
Optiver Holding
Optiver Holding
Netherlands
-$6.5M
2
Jane Street
Jane Street
New York
-$4.28M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.05M
4
OMC
Old Mission Capital
Illinois
-$1.12M
5
Millennium Management
Millennium Management
New York
-$888K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
151
Endurance Wealth Management
Rhode Island
$4K – – –
SSC
152
Syverson Strege & Co
Iowa
$3.57K +$3.51K +60 New
AAS
153
Ameritas Advisory Services
Nebraska
$3.34K +$3.28K +56 New
CIA
154
Cape Investment Advisory
Georgia
$3.33K +$3.28K +56 New
RFG
155
RFP Financial Group
Georgia
$3.04K – – –
FMTCOCP
156
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
BIA
157
Bell Investment Advisors
California
$2.92K +$468 +8 +20%
CWP
158
Concord Wealth Partners
Virginia
$2.5K -$1.76K -30 -42%
HPC
159
HM Payson & Co
Maine
$2.38K +$2.34K +40 New
AWM
160
Avior Wealth Management
Nebraska
$2.38K – – –
SC
161
Schubert & Co
Texas
$2.26K +$117 +2 +6%
FMII
162
Farmers & Merchants Investments Inc
Nebraska
$2.26K +$2.23K +38 New
CCA
163
Column Capital Advisors
Indiana
$2.14K – – –
MA
164
MCF Advisors
Kentucky
$1.61K – – –
HWA
165
HHM Wealth Advisors
Tennessee
$1.55K – – –
Russell Investments Group
166
Russell Investments Group
United Kingdom
$1.37K +$1.35K +23 New
FHA
167
First Horizon Advisors
Tennessee
$1.33K – – –
TPCW
168
TD Private Client Wealth
New York
$1.01K – – –
BAAM
169
Baker Avenue Asset Management
California
$1.01K +$995 +17 New
AF
170
Allworth Financial
California
$834 +$820 +14 New
MCM
171
Manchester Capital Management
Vermont
$596 – – –
Kayne Anderson Rudnick Investment Management
172
Kayne Anderson Rudnick Investment Management
California
$595 +$585 +10 New
DWA
173
Delos Wealth Advisors
Texas
$477 – – –
TWD
174
True Wealth Design
Ohio
$358 – – –
Commonwealth Equity Services
175
Commonwealth Equity Services
Massachusetts
$341 -$12.2K -209 -4%
4 5 6
7
8

WPP Hedge Fund Activity: Q1 2023 in Review

178 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WPP (WPP) for Q1 2023, worth a combined $531M — up 33% from $400M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WPP positions and 14 closed out — a net gain of 16 holders — while 71 added to existing stakes and 47 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $19.6M. The largest seller was Optiver Holding, exiting entirely with an estimated $6.5M sold.

  • 178 institutional investors held WPP (WPP) as of Q1 2023, up from 165 in Q4 2022.
  • Funds reported $531M of WPP stock for Q1 2023, up 33% quarter-over-quarter.
  • 30 funds opened new WPP positions in Q1 2023 and 14 closed out, a net change of +16 holders.
  • The largest WPP buyer in Q1 2023 was Brandes Investment Partners, an estimated $19.6M added.
  • The largest WPP seller in Q1 2023 was Optiver Holding, an estimated $6.5M sold.

Based on aggregated 13F filings for Q1 2023.