W.P. Carey
308 hedge funds and large institutions have $2.93B invested in W.P. Carey in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 123 increasing their positions, 70 reducing their positions, and 18 closing their positions.
139% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 18
76% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 70
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
11% more capital invested
Capital invested by funds: $2.63B → $2.93B (+$300M)
8% more funds holding
Funds holding: 284 → 308 (+24)
3.43% more ownership
Funds ownership: 41.91% → 45.34% (+3.4%)
4% less call options, than puts
Call options by funds: $7.95M | Put options by funds: $8.28M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$49.6M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$37.2M |
| 3 |
Morgan Stanley
New York
|
+$30.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$25.6M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$25.5M |
Top Sellers
| 1 |
Norges Bank
Oslo,
Norway
|
-$46.2M |
| 2 |
AAMU
APG Asset Management US
New York
|
-$7.88M |
| 3 |
CC
Cannell & Co
New York
|
-$7.13M |
| 4 |
KBC Group
Brussels,
Belgium
|
-$3.96M |
| 5 |
JP Morgan Chase
New York
|
-$3.01M |
WPC Hedge Fund Activity: Q3 2014 in Review
308 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q3 2014, worth a combined $2.93B — up 11% from $2.63B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new WPC positions and 18 closed out — a net gain of 25 holders — while 123 added to existing stakes and 70 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $49.6M. The largest seller was Norges Bank, cutting an estimated $46.2M.
- 308 institutional investors held W.P. Carey (WPC) as of Q3 2014, up from 284 in Q2 2014.
- Funds reported $2.93B of W.P. Carey stock for Q3 2014, up 11% quarter-over-quarter.
- 43 funds opened new W.P. Carey positions in Q3 2014 and 18 closed out, a net change of +25 holders.
- The largest W.P. Carey buyer in Q3 2014 was Fidelity Investments, an estimated $49.6M added.
- The largest W.P. Carey seller in Q3 2014 was Norges Bank, an estimated $46.2M sold.
Based on aggregated 13F filings for Q3 2014.