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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
Jane Street
276
Jane Street
New York
$1.18M -$15.5M -211,224 -93%
M&T Bank
277
M&T Bank
New York
$1.17M +$127K +1,735 +12%
RCM
278
RB Capital Management
Nevada
$1.16M +$126K +1,715 +12%
RB
279
Rodgers Brothers
Pennsylvania
$1.12M -$336K -4,595 -23%
SSG
280
Summit Securities Group
New York
$1.12M -$187K -2,553 -14%
New York State Teachers Retirement System (NYSTRS)
281
New York State Teachers Retirement System (NYSTRS)
New York
$1.12M +$14.9K +204 +1%
MLICM
282
Metropolitan Life Insurance Company (MetLife)
New York
$1.12M -$487K -6,657 -30%
BWA
283
Beam Wealth Advisors
Louisiana
$1.11M -$27K -369 -2%
National Pension Service
284
National Pension Service
South Korea
$1.11M +$133K +1,817 +14%
WSTAM
285
Wilbanks Smith & Thomas Asset Management
Virginia
$1.11M +$171K +2,333 +18%
S
286
Seeyond
France
$1.11M +$5.05K +69 +0.5%
PCM
287
Prelude Capital Management
New York
$1.11M +$1.09M +14,932 New
RPSA
288
Richard P. Slaughter Associates
Texas
$1.11M +$30.3K +414 +3%
Lazard Asset Management
289
Lazard Asset Management
New York
$1.1M +$524K +7,163 +90%
SI
290
Stephens Inc
Arkansas
$1.09M +$22.5K +308 +2%
MCIA
291
Mountain Capital Investment Advisors
Colorado
$1.08M -$163K -2,230 -13%
BMA
292
Brooks Moore & Associates
Tennessee
$1.07M +$1.07M +14,677 New
SPIA
293
Steward Partners Investment Advisory
New York
$1.07M +$16.5K +225 +2%
WG
294
Winton Group
United Kingdom
$1.06M +$62.9K +859 +6%
VI
295
Versor Investments
New York
$1.06M +$361K +4,937 +51%
Schroder Investment Management Group
296
Schroder Investment Management Group
United Kingdom
$1.06M +$419K +5,722 +65%
AC
297
Allstate Corporation
Illinois
$1.05M -$53.7K -734 -5%
Rafferty Asset Management
298
Rafferty Asset Management
New York
$1.05M +$359K +4,906 +52%
MWM
299
Madison Wealth Management
Ohio
$1.04M +$1.05M +14,294 New
SPC
300
Sigma Planning Corp
Michigan
$1.04M +$29.1K +398 +3%

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.