W.P. Carey
356 hedge funds and large institutions have $3.51B invested in W.P. Carey in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 144 increasing their positions, 96 reducing their positions, and 25 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
52% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 25
50% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 96
7% more capital invested
Capital invested by funds: $3.28B → $3.51B (+$237M)
2% more funds holding
Funds holding: 349 → 356 (+7)
0.42% more ownership
Funds ownership: 50.62% → 51.04% (+0.42%)
12% less call options, than puts
Call options by funds: $7.1M | Put options by funds: $8.06M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$31.2M |
| 2 |
BlackRock
New York
|
+$23M |
| 3 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$12.9M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$8.12M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$8.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$7.72M |
| 3 |
Two Sigma Advisers
New York
|
-$7.28M |
| 4 |
KBC Group
Brussels,
Belgium
|
-$6.98M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$5.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSS
376
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$267K | -4,389 | Closed |
|
|
GC
377
Globeflex Capital
San Diego,
California
| – | -$248K | -4,074 | Closed |
|
|
CAM
378
Concorde Asset Management
Ann Arbor,
Michigan
| – | -$236K | -3,866 | Closed |
|
|
SCM
379
Schnieders Capital Management
Pasadena,
California
| – | -$212K | -3,485 | Closed |
|
|
CWA
380
Cypress Wealth Advisors
San Francisco,
California
| – | -$210K | -3,451 | Closed |
|
|
SF
381
Synovus Financial
Columbus,
Georgia
| – | -$159K | -2,582 | Closed |
|
382
Parallax Volatility Advisers
San Francisco,
California
| – | -$64K | -1,057 | Closed |
|
|
MAS
383
Madden Advisory Services
Jacksonville,
Florida
| – | -$47K | -787 | Closed |
|
|
IR
384
Invictus RG
Hamilton,
Bermuda
| – | -$31K | -506 | Closed |
|
|
WCM
385
Wealthcare Capital Management
Richmond,
Virginia
| – | -$13K | -210 | Closed |
|
|
PHK
386
Point72 Hong Kong
Hong Kong
| – | -$10K | -171 | Closed |
|
WPC Hedge Fund Activity: Q2 2017 in Review
356 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2017, worth a combined $3.51B — up 7.2% from $3.28B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new WPC positions and 25 closed out — a net gain of 13 holders — while 144 added to existing stakes and 96 trimmed.
The largest buyer was Vanguard Group, adding an estimated $31.2M. The largest seller was Fidelity Investments, cutting an estimated $26.2M.
- 356 institutional investors held W.P. Carey (WPC) as of Q2 2017, up from 349 in Q1 2017.
- Funds reported $3.51B of W.P. Carey stock for Q2 2017, up 7.2% quarter-over-quarter.
- 38 funds opened new W.P. Carey positions in Q2 2017 and 25 closed out, a net change of +13 holders.
- The largest W.P. Carey buyer in Q2 2017 was Vanguard Group, an estimated $31.2M added.
- The largest W.P. Carey seller in Q2 2017 was Fidelity Investments, an estimated $26.2M sold.
Based on aggregated 13F filings for Q2 2017.