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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
ACM
376
Ayrshire Capital Management
Connecticut
$571K +$13.8K +188 +2%
SWP
377
Stratos Wealth Partners
Ohio
$571K +$37.8K +516 +7%
Fifth Third Bancorp
378
Fifth Third Bancorp
Ohio
$568K -$50.7K -692 -8%
AssetMark Inc
379
AssetMark Inc
California
$566K +$44.9K +614 +9%
OIA
380
Optimum Investment Advisors
Illinois
$560K +$175K +2,386 +45%
BFEC
381
Benjamin F. Edwards & Company
Missouri
$548K
B
382
BP
United Kingdom
$537K -$358K -4,892 -40%
LWP
383
Lumature Wealth Partners
Georgia
$537K
MS
384
Madden Securities
Texas
$530K
ASN
385
Advisory Services Network
Georgia
$527K +$16.8K +230 +3%
HCM
386
Highlander Capital Management
New Jersey
$524K +$458K +6,254 +681%
PTC
387
Philadelphia Trust Company
Pennsylvania
$522K
I2I
388
Insight 2811 Inc
Illinois
$516K +$14.9K +204 +3%
CCM
389
Cullen Capital Management
New York
$514K
BAS
390
Brown Advisory Securities
Maryland
$507K -$194K -2,651 -28%
MCP
391
Mirador Capital Partners
California
$505K +$147K +2,002 +41%
RA
392
RFG Advisory
Alabama
$500K -$153K -2,095 -23%
PTC
393
Private Trust Company
Ohio
$496K
CIBC Asset Management
394
CIBC Asset Management
Ontario, Canada
$496K +$878 +12 +0.2%
ACG
395
Allen Capital Group
Nebraska
$495K -$20.9K -286 -4%
AIP
396
Ahrens Investment Partners
Louisiana
$494K +$38.6K +527 +8%
BA
397
Bridgewater Associates
Connecticut
$493K -$135K -1,847 -21%
CWG
398
Cornerstone Wealth Group
North Carolina
$487K
CIA
399
Capital Investment Advisors
Georgia
$486K +$487K +6,651 New
AIM
400
Achmea Investment Management
Netherlands
$484K

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.