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232 hedge funds and large institutions have $872M invested in WPP in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 97 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% less ownership

Funds ownership: 1.03%0.94% (-0.09%)

9% less call options, than puts

Call options by funds: $25M | Put options by funds: $27.4M

6% less funds holding

Funds holding: 248232 (-16)

13% less capital invested

Capital invested by funds: $1B → $872M (-$132M)

37% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 97

45% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 33

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
232
Holders Change
-16
Holders Change %
-6.45%
% of All Funds
5.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
61
Reduced
97
Closed
33
Calls
$25M
Puts
$27.4M
Net Calls
-$2.35M
Net Calls Change
+$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
176
Financial Gravity Asset Management
Texas
$29K -$156 -2 -0.4%
ST
177
Smithfield Trust
Pennsylvania
$29K
BFEC
178
Benjamin F. Edwards & Company
Missouri
$29K +$7.88K +101 +34%
JWA
179
JFS Wealth Advisors
Pennsylvania
$28K +$2.34K +30 +9%
IA
180
IFP Advisors
Florida
$28K +$8.35K +107 +39%
WA
181
WealthTrust-Arizona
Arizona
$25K +$1.17K +15 +5%
GWM
182
Geneos Wealth Management
Colorado
$23K -$7.88K -101 -24%
TIM
183
Tortoise Investment Management
New York
$23K
CAL
184
Capital Advisors Ltd
Ohio
$23K +$24.8K +318 New
ZB
185
Zions Bancorporation
Utah
$19K +$625 +8 +3%
NFG
186
Next Financial Group
Texas
$18K +$19.6K +251 New
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$1.17K +15 +8%
FHA
188
Flagship Harbor Advisors
Massachusetts
$14K
LNB
189
Ledyard National Bank
$13K -$16.9K -217 -55%
BFC
190
Bedel Financial Consulting
Indiana
$13K
RCAG
191
Rehmann Capital Advisory Group
Michigan
$12.8K
PCP
192
Proficio Capital Partners
Massachusetts
$12K -$8.51K -109 -40%
TPWA
193
TRUE Private Wealth Advisors
Oregon
$11.6K +$12.3K +158 New
BWP
194
Baldwin Wealth Partners
Massachusetts
$11K
VFA
195
Valeo Financial Advisors
Indiana
$11K +$1.56K +20 +11%
WAM
196
Wealthspire Advisors (Maryland)
Maryland
$11K +$7.96K +102 +232%
FDCDDQ
197
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.96K
LFA
198
Legacy Financial Advisors
Kentucky
$9K
LIA
199
LS Investment Advisors
Michigan
$9K
CFGS
200
Concourse Financial Group Securities
Alabama
$9K +$9.45K +121 New

WPP Hedge Fund Activity: Q3 2018 in Review

232 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WPP (WPP) for Q3 2018, worth a combined $872M — down 13% from $1B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of WPP and 18 opened new positions — a net loss of 15 holders — while 97 trimmed existing stakes and 61 added.

The largest buyer was Goldman Sachs, adding an estimated $16.7M. The largest seller was Clark Estates Inc, cutting an estimated $29M.

  • 232 institutional investors held WPP (WPP) as of Q3 2018, down from 248 in Q2 2018.
  • Funds reported $872M of WPP stock for Q3 2018, down 13% quarter-over-quarter.
  • 18 funds opened new WPP positions in Q3 2018 and 33 closed out, a net change of -15 holders.
  • The largest WPP buyer in Q3 2018 was Goldman Sachs, an estimated $16.7M added.
  • The largest WPP seller in Q3 2018 was Clark Estates Inc, an estimated $29M sold.

Based on aggregated 13F filings for Q3 2018.