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168 hedge funds and large institutions have $426M invested in WPP in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 58 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 58

0.01% more ownership

Funds ownership: 0.88%0.89% (+0.01%)

8% less funds holding

Funds holding: 183168 (-15)

14% less capital invested

Capital invested by funds: $495M → $426M (-$68.8M)

32% less call options, than puts

Call options by funds: $1.04M | Put options by funds: $1.53M

45% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 31

Holders
168
Holders Change
-15
Holders Change %
-8.2%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
59
Reduced
58
Closed
31
Calls
$1.04M
Puts
$1.53M
Net Calls
-$487K
Net Calls Change
-$183K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Avior Wealth Management
Nebraska
$1.78K
Russell Investments Group
152
Russell Investments Group
United Kingdom
$1.74K -$2.55K -51 -57%
CCA
153
Column Capital Advisors
Indiana
$1.6K
TFM
154
TFC Financial Management
Massachusetts
$1.25K +$1.4K +28 New
MA
155
MCF Advisors
Kentucky
$1.2K
IHWM
156
Iron Horse Wealth Management
Iowa
$1.07K +$1.2K +24 New
FHA
157
First Horizon Advisors
Tennessee
$1K
BTI
158
Blue Trust Inc
Georgia
$1K +$899 +18 New
SFG
159
Steward Financial Group
Texas
$1K +$1.7K +34 New
MIM
160
Macroview Investment Management
Maryland
$892 +$999 +20 New
TPCW
161
TD Private Client Wealth
New York
$758
PA
162
PSI Advisors
Florida
$758 +$849 +17 New
Kayne Anderson Rudnick Investment Management
163
Kayne Anderson Rudnick Investment Management
California
$713
MCM
164
Manchester Capital Management
Vermont
$446
DWA
165
Delos Wealth Advisors
Texas
$388
TWD
166
True Wealth Design
Ohio
$268
BCM
167
Bourgeon Capital Management
Connecticut
$268 +$300 +6 New
CPG
168
Cornerstone Planning Group
New Jersey
$134 +$150 +3 New
LG
169
Leuthold Group
Minnesota
-$3.46M -66,172 Closed
Citadel Advisors
170
Citadel Advisors
Florida
-$3.3M -66,091 Closed
Marshall Wace
171
Marshall Wace
United Kingdom
-$2.95M -56,521 Closed
ANTB
172
AMG National Trust Bank
Colorado
-$1.83M -35,024 Closed
CSS
173
Cubist Systematic Strategies
Connecticut
-$929K -17,765 Closed
SSA
174
Schonfeld Strategic Advisors
New York
-$774K -14,800 Closed
CFM
175
Capricorn Fund Managers
United Kingdom
-$557K -10,658 Closed

WPP Hedge Fund Activity: Q3 2023 in Review

168 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WPP (WPP) for Q3 2023, worth a combined $426M — down 14% from $495M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of WPP and 17 opened new positions — a net loss of 14 holders — while 58 trimmed existing stakes and 59 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $6.79M. The largest seller was Leuthold Group, exiting entirely with an estimated $3.46M sold.

  • 168 institutional investors held WPP (WPP) as of Q3 2023, down from 183 in Q2 2023.
  • Funds reported $426M of WPP stock for Q3 2023, down 14% quarter-over-quarter.
  • 17 funds opened new WPP positions in Q3 2023 and 31 closed out, a net change of -14 holders.
  • The largest WPP buyer in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $6.79M added.
  • The largest WPP seller in Q3 2023 was Leuthold Group, an estimated $3.46M sold.

Based on aggregated 13F filings for Q3 2023.