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251 hedge funds and large institutions have $1.09B invested in WPP in 2017 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 76 increasing their positions, 68 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 31

18% more funds holding

Funds holding: 212251 (+39)

13% more capital invested

Capital invested by funds: $968M → $1.09B (+$122M)

12% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 68

0.95% more ownership

Funds ownership: 0%0.95% (+0.95%)

36% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.91M

Holders
251
Holders Change
+39
Holders Change %
+18.4%
% of All Funds
5.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
70
Increased
76
Reduced
68
Closed
31
Calls
$1.21M
Puts
$1.91M
Net Calls
-$697K
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
176
Capital Bank & Trust
California
$78K -$98.5K -1,112 -56%
PGA
177
Premia Global Advisors
Florida
$74K +$72.7K +820 New
FPFS
178
First Personal Financial Services
North Carolina
$73K
VCM
179
Virtue Capital Management
Tennessee
$73K +$71.1K +802 New
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$72K -$3.54K -40 -5%
CT
181
CPF Texas
Texas
$68K +$66.9K +755 New
PG
182
PEAK6 Group
Illinois
$64K -$169K -1,912 -73%
AC
183
Avestar Capital
New York
$51K +$62K +700 New
GWM
184
Geneos Wealth Management
Colorado
$47K +$46.7K +527 New
CMO
185
Covenant Multifamily Offices
Texas
$43K +$42.4K +479 New
SIAS
186
Shine Investment Advisory Services
Colorado
$37K +$266 +3 +0.7%
AssetMark Inc
187
AssetMark Inc
California
$37K +$31.9K +360 +735%
ST
188
Smithfield Trust
Pennsylvania
$36K -$14.2K -160 -29%
FGC
189
Financial Gravity Companies
Texas
$36K +$35.1K +396 New
LNB
190
Ledyard National Bank
$35K -$25.2K -284 -42%
WA
191
WealthTrust-Arizona
Arizona
$35K -$17.5K -198 -34%
PCP
192
Proficio Capital Partners
Massachusetts
$34K +$3.99K +45 +14%
BL
193
Balentine LLC
Georgia
$32K
FPB
194
First PREMIER Bank
South Dakota
$30K +$29.2K +330 New
PMFA
195
Plante Moran Financial Advisors
Michigan
$28K -$11.3K -127 -29%
OFS
196
Orrstown Financial Services
Pennsylvania
$27K
CPA
197
Clear Perspective Advisors
Illinois
$27K +$26.6K +300 New
LWA
198
Lenox Wealth Advisors
New York
$26K +$23.8K +269 +1,170%
STA
199
Summit Trail Advisors
New York
$26K +$25.3K +286 New
GT
200
Greenleaf Trust
Michigan
$25K -$419K -4,725 -94%

WPP Hedge Fund Activity: Q4 2017 in Review

251 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WPP (WPP) for Q4 2017, worth a combined $1.09B — up 13% from $968M a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new WPP positions and 31 closed out — a net gain of 39 holders — while 76 added to existing stakes and 68 trimmed.

The largest buyer was Morningstar Investment Services, opening a new position worth an estimated $66M. The largest seller was Harding Loevner, cutting an estimated $52M.

  • 251 institutional investors held WPP (WPP) as of Q4 2017, up from 212 in Q3 2017.
  • Funds reported $1.09B of WPP stock for Q4 2017, up 13% quarter-over-quarter.
  • 70 funds opened new WPP positions in Q4 2017 and 31 closed out, a net change of +39 holders.
  • The largest WPP buyer in Q4 2017 was Morningstar Investment Services, an estimated $66M added.
  • The largest WPP seller in Q4 2017 was Harding Loevner, an estimated $52M sold.

Based on aggregated 13F filings for Q4 2017.