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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
EH
326
Equitable Holdings
New York
$915K +$3.07K +42 +0.3%
WA
327
Wambolt & Associates
Colorado
$912K -$104K -1,417 -10%
II
328
Inspire Investing
Idaho
$909K +$74.6K +1,019 +9%
Comerica Bank
329
Comerica Bank
Texas
$907K -$20.1K -274 -2%
C1AG
330
Client 1st Advisory Group
Florida
$904K -$25.5K -348 -3%
AWM
331
Adams Wealth Management
Utah
$904K -$15.8K -216 -2%
Prudential Financial
332
Prudential Financial
New Jersey
$885K -$2.49M -34,065 -74%
QIM
333
Quantitative Investment Management
Virginia
$882K +$152K +2,071 +21%
QC
334
Quadrature Capital
United Kingdom
$881K -$965K -13,184 -52%
OPA
335
Old Port Advisors
Maine
$870K -$122K -1,672 -13%
HKAM
336
Horizon Kinetics Asset Management
New York
$869K -$71K -970 -8%
DADC
337
D.A. Davidson & Co
Montana
$850K -$48.7K -666 -5%
PFPT
338
Pinnacle Financial Partners (Tennessee)
Tennessee
$839K +$120K +1,633 +17%
PWA
339
Pinnacle Wealth Advisors
Tennessee
$839K +$841K +11,486 New
TCWM
340
Total Clarity Wealth Management
Illinois
$838K +$277K +3,781 +49%
HPM
341
Hudson Portfolio Management
New York
$819K -$11.2K -153 -1%
FCCM
342
First City Capital Management
Georgia
$819K +$33.6K +459 +4%
VIM
343
Vista Investment Management
Pennsylvania
$807K +$20.2K +276 +3%
OC
344
Oppenheimer & Co
New York
$777K -$4.9K -67 -0.6%
FNBOMD
345
First National Bank of Mount Dora
Florida
$776K
PAMG
346
Patton Albertson Miller Group
Tennessee
$774K -$57.5K -786 -7%
AA
347
ALPS Advisors
Colorado
$759K -$14.3K -195 -2%
SC
348
Sawyer & Company
Massachusetts
$757K
EIA
349
Eldridge Investment Advisors
New Hampshire
$754K
NEIRG
350
New England Investment & Retirement Group
Massachusetts
$751K -$6.88K -94 -0.9%

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.