W.P. Carey
414 hedge funds and large institutions have $3.72B invested in W.P. Carey in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 138 increasing their positions, 99 reducing their positions, and 20 closing their positions.
285% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 20
93% more call options, than puts
Call options by funds: $9.78M | Put options by funds: $5.08M
39% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 99
16% more funds holding
Funds holding: 358 → 414 (+56)
4% more capital invested
Capital invested by funds: $3.59B → $3.72B (+$135M)
0.77% more ownership
Funds ownership: 50.86% → 51.63% (+0.77%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$24.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.7M |
| 3 |
BlackRock
New York
|
+$11.5M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$5.71M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$4.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$32.6M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$26.9M |
| 3 |
JP Morgan Chase
New York
|
-$5.55M |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
-$3.87M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.36M |
WPC Hedge Fund Activity: Q4 2017 in Review
414 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q4 2017, worth a combined $3.72B — up 3.8% from $3.59B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new WPC positions and 20 closed out — a net gain of 57 holders — while 138 added to existing stakes and 99 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $24.5M. The largest seller was Fidelity Investments, cutting an estimated $32.6M.
- 414 institutional investors held W.P. Carey (WPC) as of Q4 2017, up from 358 in Q3 2017.
- Funds reported $3.72B of W.P. Carey stock for Q4 2017, up 3.8% quarter-over-quarter.
- 77 funds opened new W.P. Carey positions in Q4 2017 and 20 closed out, a net change of +57 holders.
- The largest W.P. Carey buyer in Q4 2017 was Goldman Sachs, an estimated $24.5M added.
- The largest W.P. Carey seller in Q4 2017 was Fidelity Investments, an estimated $32.6M sold.
Based on aggregated 13F filings for Q4 2017.