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WPP
WPP

Overview Fund Activity

251 hedge funds and large institutions have $1.06B invested in WPP in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 74 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
–
Holders Change %
0%
% of All Funds
5.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
94
Reduced
74
Closed
39
Calls
$3.13M
Puts
$6.63M
Net Calls
-$3.5M
Net Calls Change
-$2.81M

Top Buyers

1
HL
Harding Loevner
New Jersey
$142M
2
Macquarie Group
Macquarie Group
Australia
$70.7M
3
MIP
Mondrian Investment Partners
United Kingdom
$43.1M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$16M
5
CEI
Clark Estates Inc
New York
$20.3M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
$0
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.3M
5
Bank of America
Bank of America
North Carolina
$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
176
Lenox Wealth Advisors
New York
$73K +$49.7K +624 +214%
CBT
177
Capital Bank & Trust
California
$69K – – –
VCM
178
Virtue Capital Management
Tennessee
$66K +$3.14K +40 +5%
WAS
179
WESPAC Advisors SoCal
California
$65K -$49.2K -625 -43%
PGA
180
Premia Global Advisors
Florida
$65K – – –
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$65K +$1.6K +20 +3%
FPFS
182
First Personal Financial Services
North Carolina
$64K – – –
AC
183
Avestar Capital
New York
$51K +$8.9K +148 +21%
FPB
184
First PREMIER Bank
South Dakota
$44K +$17.8K +225 +68%
SWP
185
Stratos Wealth Partners
Ohio
$43K +$43K +540 New
GWM
186
Geneos Wealth Management
Colorado
$41K – – –
S
187
SignatureFD
Georgia
$36K +$36K +453 New
FGC
188
Financial Gravity Companies
Texas
$35K +$1.28K +15 +4%
FGAM
189
Financial Gravity Asset Management
Texas
$35K +$35K +411 New
SIAS
190
Shine Investment Advisory Services
Colorado
$33K – – –
NIT
191
NumerixS Investment Technologies
British Columbia, Canada
$32K -$40K -500 -56%
WA
192
WealthTrust-Arizona
Arizona
$31K -$322 -4 -1%
ST
193
Smithfield Trust
Pennsylvania
$31K – – –
LNB
194
Ledyard National Bank
$31K – – –
PCP
195
Proficio Capital Partners
Massachusetts
$27K -$3.03K -38 -10%
IA
196
IFP Advisors
Florida
$25K – – –
OFS
197
Orrstown Financial Services
Pennsylvania
$24K – – –
OIA
198
OneDigital Investment Advisors
Kansas
$24K +$10.3K +130 +75%
PMFA
199
Plante Moran Financial Advisors
Michigan
$22K -$2.38K -30 -10%
JWA
200
JFS Wealth Advisors
Pennsylvania
$22K +$3.13K +40 +17%
6 7
8
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