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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
IA
201
IFP Advisors
Florida
$25K -$61.8K -697 -72%
JWA
202
JFS Wealth Advisors
Pennsylvania
$22K +$3.9K +44 +22%
AAP
203
Arax Advisory Partners
Colorado
$22K +$15.6K +176 +259%
Manulife (Manufacturers Life Insurance)
204
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K +$13.4K +151 +232%
EA
205
Edge Advisors
Georgia
$19K +$17.2K +194 +970%
BlackRock
206
BlackRock
New York
$18K +$8.77K +99 +94%
EFSCE
207
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
OIA
208
OneDigital Investment Advisors
Kansas
$16K -$1.42K -16 -8%
CHP
209
Cable Hill Partners
Oregon
$16K +$177 +2 +1%
ASN
210
Advisory Services Network
Georgia
$16K +$12.7K +143 +433%
SPIA
211
Steward Partners Investment Advisory
New York
$14K
TRCT
212
Tower Research Capital (TRC)
New York
$13K -$226K -2,553 -95%
WAM
213
Wealthspire Advisors (Maryland)
Maryland
$13K -$7.44K -84 -37%
TIM
214
Tortoise Investment Management
New York
$13K
VFA
215
Valeo Financial Advisors
Indiana
$11K -$709 -8 -6%
LIA
216
LS Investment Advisors
Michigan
$11K
LFA
217
Legacy Financial Advisors
Kentucky
$11K +$10.9K +123 New
AFNAS
218
American Financial Network Advisory Services
California
$10K
AF
219
Advisornet Financial
Minnesota
$10K +$10K +113 New
WA
220
Winfield Associates
Ohio
$9K +$3.54K +40 +80%
GRP
221
Global Retirement Partners
California
$9K +$3.99K +45 +80%
POIA
222
Pin Oak Investment Advisors
Texas
$9K +$8.42K +95 New
AWM
223
Aevitas Wealth Management
Massachusetts
$9K +$9.22K +104 New
CFA
224
Carroll Financial Associates
North Carolina
$8K
FANJ
225
Financial Architects (New Jersey)
New Jersey
$8K

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.