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164 hedge funds and large institutions have $910M invested in WPP in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

3% more funds holding

Funds holding: 160164 (+4)

6% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 53

6% less capital invested

Capital invested by funds: $972M → $910M (-$61.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

55% less call options, than puts

Call options by funds: $814K | Put options by funds: $1.82M

Holders
164
Holders Change
+4
Holders Change %
+2.5%
% of All Funds
4.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
50
Reduced
53
Closed
17
Calls
$814K
Puts
$1.82M
Net Calls
-$1M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HL
1
Harding Loevner
New Jersey
$150M +$690K +6,659 +0.4%
Invesco
2
Invesco
Georgia
$114M +$14.2M +137,294 +14%
MAA
3
Managed Account Advisors
New Jersey
$67.2M +$4.05M +39,082 +6%
VFA
4
Virtus Fund Advisers
Connecticut
$66.4M -$28.3M -272,801 -29%
Fisher Asset Management
5
Fisher Asset Management
Washington
$50.7M -$164K -1,579 -0.3%
CI
6
Cambiar Investors
Colorado
$40.5M +$4.52M +43,586 +12%
Northern Trust
7
Northern Trust
Illinois
$34.9M +$1.11M +10,740 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$21.8M -$507K -4,897 -2%
JP Morgan Chase
9
JP Morgan Chase
New York
$19.3M +$671K +6,477 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$17.2M +$3.29M +31,777 +23%
GPCM
11
Greenbrier Partners Capital Management
Texas
$17.1M -$2.79M -26,897 -14%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$16.2M +$1.58M +15,204 +10%
US Bancorp
13
US Bancorp
Minnesota
$14.1M -$392K -3,785 -3%
Wells Fargo
14
Wells Fargo
California
$13.1M +$412K +3,975 +3%
FM
15
Forward Management
California
$11M +$235K +2,271 +2%
PI
16
Placemark Investments
Illinois
$10.4M +$148K +1,428 +1%
SOMRS
17
State of Michigan Retirement System
Michigan
$9.74M +$3.94M +38,000 +64%
AG
18
Aperio Group
California
$9.53M +$51.9K +501 +0.5%
DM
19
Delphi Management
Massachusetts
$8.99M +$9.28M +89,557 New
PPA
20
Parametric Portfolio Associates
Washington
$8.81M +$200K +1,926 +2%
ClearBridge Investments
21
ClearBridge Investments
New York
$8.57M -$136K -1,316 -2%
NC
22
Nicholas Company
Wisconsin
$8.31M +$8.57M +82,745 New
Morgan Stanley
23
Morgan Stanley
New York
$8.26M +$1.8M +17,353 +27%
NCM
24
Northroad Capital Management
New York
$7.58M -$54.1K -522 -0.7%
SO
25
STRS Ohio
Ohio
$7.53M +$7.77M +75,000 New

WPP Hedge Fund Activity: Q3 2014 in Review

164 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in WPP (WPP) for Q3 2014, worth a combined $910M — down 6.4% from $972M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WPP positions and 17 closed out — a net gain of 4 holders — while 50 added to existing stakes and 53 trimmed.

The largest buyer was Invesco, adding an estimated $14.2M. The largest seller was Virtus Fund Advisers, cutting an estimated $28.3M.

  • 164 institutional investors held WPP (WPP) as of Q3 2014, up from 160 in Q2 2014.
  • Funds reported $910M of WPP stock for Q3 2014, down 6.4% quarter-over-quarter.
  • 21 funds opened new WPP positions in Q3 2014 and 17 closed out, a net change of +4 holders.
  • The largest WPP buyer in Q3 2014 was Invesco, an estimated $14.2M added.
  • The largest WPP seller in Q3 2014 was Virtus Fund Advisers, an estimated $28.3M sold.

Based on aggregated 13F filings for Q3 2014.