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W.P. Carey

697 hedge funds and large institutions have $8.09B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 284 increasing their positions, 193 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 193

12% more capital invested

Capital invested by funds: $7.25B → $8.09B (+$840M)

7% more funds holding

Funds holding: 652697 (+45)

2.06% more ownership

Funds ownership: 59.6%61.66% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less call options, than puts

Call options by funds: $93.6M | Put options by funds: $113M

Holders
697
Holders Change
+45
Holders Change %
+6.9%
% of All Funds
12.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
284
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M
Name Holding Trade Value Shares
Change
Change in
Stake
ABC
226
Associated Banc-Corp
Wisconsin
$1.85M -$149K -2,042 -7%
CCM
227
Community Capital Management
Florida
$1.83M +$74.7K +1,021 +4%
SOAMC
228
Spirit of America Management Corp
New York
$1.81M
SMDAM
229
Sumitomo Mitsui DS Asset Management
Japan
$1.81M +$150K +2,045 +9%
MC
230
Moors & Cabot
Massachusetts
$1.8M +$61.6K +842 +4%
WBC
231
Westpac Banking Corp
Australia
$1.78M
KFS
232
Kelly Financial Services
Massachusetts
$1.78M +$9.81M +134,083 +7,363%
HCA
233
Horan Capital Advisors
Ohio
$1.77M +$51.7K +707 +3%
PS
234
Pensionfund Sabic
Netherlands
$1.77M +$97.2K +1,328 +6%
MIAN
235
Mariner Independent Advisor Network
Kansas
$1.71M +$88.3K +1,206 +5%
CRC
236
Curi RMB Capital
Illinois
$1.71M
Allianz Asset Management
237
Allianz Asset Management
Germany
$1.66M +$1.66M +22,684 New
CSS
238
Cubist Systematic Strategies
Connecticut
$1.61M -$5.21M -71,130 -76%
Public Employees Retirement Association of Colorado
239
Public Employees Retirement Association of Colorado
Colorado
$1.58M
RIM
240
Redpoint Investment Management
Australia
$1.52M
TC
241
Truvestments Capital
Florida
$1.52M +$382K +5,214 +33%
AB
242
Amalgamated Bank
New York
$1.52M +$971K +13,266 +176%
VWA
243
V Wealth Advisors
Kansas
$1.52M +$61.7K +843 +4%
WAP
244
Wealthcare Advisory Partners
Pennsylvania
$1.51M +$51.7K +706 +4%
BCI
245
Brinker Capital Investments
Pennsylvania
$1.5M +$198K +2,702 +15%
CF
246
Centaurus Financial
California
$1.47M +$349K +4,763 +31%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$1.46M
Fuller & Thaler Asset Management
248
Fuller & Thaler Asset Management
California
$1.44M +$600K +8,198 +72%
GAM
249
Griffin Asset Management
New York
$1.44M +$3.44K +47 +0.2%
BA
250
Bennicas & Associates
California
$1.43M

WPC Hedge Fund Activity: Q2 2021 in Review

697 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2021, worth a combined $8.09B — up 12% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WPC positions and 39 closed out — a net gain of 51 holders — while 284 added to existing stakes and 193 trimmed.

The largest buyer was Ranger Global Real Estate Advisors, opening a new position worth an estimated $76.5M. The largest seller was Renaissance Technologies, cutting an estimated $32.2M.

  • 697 institutional investors held W.P. Carey (WPC) as of Q2 2021, up from 652 in Q1 2021.
  • Funds reported $8.09B of W.P. Carey stock for Q2 2021, up 12% quarter-over-quarter.
  • 90 funds opened new W.P. Carey positions in Q2 2021 and 39 closed out, a net change of +51 holders.
  • The largest W.P. Carey buyer in Q2 2021 was Ranger Global Real Estate Advisors, an estimated $76.5M added.
  • The largest W.P. Carey seller in Q2 2021 was Renaissance Technologies, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2021.