We are live on ! Find out more

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
AF
201
Advisornet Financial
Minnesota
$8K -$468 -6 -5%
SPIA
202
Steward Partners Investment Advisory
New York
$8K
AWM
203
Aevitas Wealth Management
Massachusetts
$8K +$234 +3 +3%
ASN
204
Advisory Services Network
Georgia
$7K -$3.44K -44 -31%
POIA
205
Pin Oak Investment Advisors
Texas
$7K
CFA
206
Carroll Financial Associates
North Carolina
$6K
FANJ
207
Financial Architects (New Jersey)
New Jersey
$6K
UBS AM
208
UBS AM
Illinois
$5.42K -$1.01K -13 -15%
KL
209
KWMG LLC
Kansas
$5K
PFBT
210
Parkside Financial Bank & Trust
Missouri
$5K
RWA
211
River Wealth Advisors
Pennsylvania
$5K
TFS
212
TrustCore Financial Services
Tennessee
$5K +$2.34K +30 +91%
CHP
213
Cable Hill Partners
Oregon
$4K -$8.28K -106 -69%
CB
214
Community Bank
New York
$4K
GRP
215
Global Retirement Partners
California
$4K
PCG
216
Private Capital Group
Connecticut
$3K -$546 -7 -14%
PGWM
217
Parisi Gray Wealth Management
New Jersey
$3K
LWA
218
Lenox Wealth Advisors
New York
$2K -$25.1K -322 -91%
DAM
219
Delta Asset Management
Tennessee
$2K
SC
220
Sawyer & Company
Massachusetts
$2K
WEC
221
Winslow Evans & Crocker
Massachusetts
$2K
WSTAM
222
Wilbanks Smith & Thomas Asset Management
Virginia
$2K +$2.26K +29 New
TWA
223
TCI Wealth Advisors
Arizona
$1K -$1.56K -20 -71%
CTC
224
Central Trust Company
Missouri
$1K
MSA
225
Marino Stram & Associates
Massachusetts
$1K

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.