WPP
164 hedge funds and large institutions have $910M invested in WPP in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 17 closing their positions.
24% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 17
3% more funds holding
Funds holding: 160 → 164 (+4)
6% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 53
6% less capital invested
Capital invested by funds: $972M → $910M (-$61.8M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
55% less call options, than puts
Call options by funds: $814K | Put options by funds: $1.82M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$14.2M |
| 2 |
DM
Delphi Management
Brookline,
Massachusetts
|
+$9.28M |
| 3 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
+$8.57M |
| 4 |
SO
STRS Ohio
Columbus,
Ohio
|
+$7.77M |
| 5 |
Jane Street
New York
|
+$7.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$28.3M |
| 2 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
-$8.04M |
| 3 |
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
|
-$7.74M |
| 4 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$3.7M |
| 5 |
LG
Leuthold Group
Minneapolis,
Minnesota
|
-$3.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QT
176
Quantbot Technologies
New York
| – | -$141K | -1,300 | Closed |
|
|
RFS
177
Rockefeller Financial Services
New York
| – | -$53K | -483 | Closed |
|
|
BRWA
178
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$47.7K | -438 | Closed |
|
|
LWCFA
179
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$8K | -76 | Closed |
|
180
AllianceBernstein
Nashville,
Tennessee
| – | -$8K | -70 | Closed |
|
|
FMII
181
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$6K | -59 | Closed |
|
WPP Hedge Fund Activity: Q3 2014 in Review
164 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in WPP (WPP) for Q3 2014, worth a combined $910M — down 6.4% from $972M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new WPP positions and 17 closed out — a net gain of 4 holders — while 50 added to existing stakes and 53 trimmed.
The largest buyer was Invesco, adding an estimated $14.2M. The largest seller was Virtus Fund Advisers, cutting an estimated $28.3M.
- 164 institutional investors held WPP (WPP) as of Q3 2014, up from 160 in Q2 2014.
- Funds reported $910M of WPP stock for Q3 2014, down 6.4% quarter-over-quarter.
- 21 funds opened new WPP positions in Q3 2014 and 17 closed out, a net change of +4 holders.
- The largest WPP buyer in Q3 2014 was Invesco, an estimated $14.2M added.
- The largest WPP seller in Q3 2014 was Virtus Fund Advisers, an estimated $28.3M sold.
Based on aggregated 13F filings for Q3 2014.