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WPP
WPP

186 hedge funds and large institutions have $671M invested in WPP in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $647M → $671M (+$23.9M)

0.03% more ownership

Funds ownership: 0.84% → 0.87% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 193 → 186 (-7)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

24% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 72

46% less call options, than puts

Call options by funds: $3.37M | Put options by funds: $6.25M

Holders
186
Holders Change
-7
Holders Change %
-3.63%
% of All Funds
4.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
55
Reduced
72
Closed
29
Calls
$3.37M
Puts
$6.25M
Net Calls
-$2.88M
Net Calls Change
-$1.75M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.67M
2
UBS Group
UBS Group
Switzerland
+$7.27M
3
First Trust Advisors
First Trust Advisors
Illinois
+$6.42M
4
PMG
ProVise Management Group
Florida
+$5.89M
5
Renaissance Technologies
Renaissance Technologies
New York
+$5.02M

Top Sellers

1
BIP
Brandes Investment Partners
California
-$7.75M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$3.72M
3
Two Sigma Investments
Two Sigma Investments
New York
-$3.57M
4
FCH
Freestone Capital Holdings
Washington
-$2.05M
5
Macquarie Group
Macquarie Group
Australia
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
176
AssetMark Inc
California
$3K +$2.87K +48 New
CTC
177
Central Trust Company
Missouri
$2K -$359 -6 -17%
LWA
178
Lenox Wealth Advisors
New York
$2K – – –
WA
179
WestEnd Advisors
North Carolina
$1.56K +$1.5K +25 New
EW
180
Evoke Wealth
California
$1.3K +$1.2K +20 New
FHA
181
First Horizon Advisors
Tennessee
$1K -$1.61K -27 -59%
SIC
182
Salem Investment Counselors
North Carolina
$1K – – –
SC
183
Sawyer & Company
Massachusetts
$1K – – –
TL
184
TrueWealth LLC
Georgia
$1K – – –
IA
185
IFP Advisors
Florida
$1K +$1.61K +27 New
Two Sigma Investments
186
Two Sigma Investments
New York
– -$3.57M -56,814 Closed
SIS
187
Susquehanna International Securities
Ireland
– -$1.38M -21,900 Closed
PP
188
Paloma Partners
Connecticut
– -$518K -8,231 Closed
HR
189
Howe & Rusling
New York
– -$450K -7,150 Closed
Squarepoint
190
Squarepoint
New York
– -$402K -6,392 Closed
FA
191
FDx Advisors
Illinois
– -$338K -5,368 Closed
EIC
192
Equity Investment Corp
Georgia
– -$319K -5,075 Closed
ARTA
193
A.R.T. Advisors
New York
– -$306K -4,871 Closed
UCFA
194
United Capital Financial Advisors
Texas
– -$285K -4,534 Closed
AIM
195
Axiom Investment Management
New York
– -$256K -4,040 Closed
MYIA
196
Mount Yale Investment Advisors
Colorado
– -$210K -3,762 Closed
JG
197
Jefferies Group
New York
– -$235K -3,732 Closed
WAM
198
World Asset Management
Michigan
– -$230K -3,650 Closed
VCAM
199
Van Cleef Asset Management
Ohio
– -$219K -3,485 Closed
CSS
200
Cubist Systematic Strategies
Connecticut
– -$202K -3,212 Closed
5 6 7
8
9

WPP Hedge Fund Activity: Q3 2019 in Review

186 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WPP (WPP) for Q3 2019, worth a combined $671M — up 3.7% from $647M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of WPP and 23 opened new positions — a net loss of 6 holders — while 72 trimmed existing stakes and 55 added.

The largest buyer was Morgan Stanley, adding an estimated $9.67M. The largest seller was Brandes Investment Partners, cutting an estimated $7.75M.

  • 186 institutional investors held WPP (WPP) as of Q3 2019, down from 193 in Q2 2019.
  • Funds reported $671M of WPP stock for Q3 2019, up 3.7% quarter-over-quarter.
  • 23 funds opened new WPP positions in Q3 2019 and 29 closed out, a net change of -6 holders.
  • The largest WPP buyer in Q3 2019 was Morgan Stanley, an estimated $9.67M added.
  • The largest WPP seller in Q3 2019 was Brandes Investment Partners, an estimated $7.75M sold.

Based on aggregated 13F filings for Q3 2019.