W.P. Carey
267 hedge funds and large institutions have $2.33B invested in W.P. Carey in 2014 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 36 reducing their positions, and 24 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 36
117% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 24
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
49% more capital invested
Capital invested by funds: $1.57B → $2.33B (+$765M)
48% more call options, than puts
Call options by funds: $12.5M | Put options by funds: $8.45M
10% more funds holding
Funds holding: 243 → 267 (+24)
1.83% more ownership
Funds ownership: 38.24% → 40.07% (+1.8%)
Top Buyers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$400M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$92.8M |
| 3 |
Millennium Management
New York
|
+$55.2M |
| 4 |
AAMU
APG Asset Management US
New York
|
+$28M |
| 5 |
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
|
+$26.4M |
Top Sellers
| 1 |
Cohen & Steers
New York
|
-$83.3M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
-$10M |
| 3 |
REMS
Real Estate Management Services
|
-$6.8M |
| 4 |
PG
PEAK6 Group
Chicago,
Illinois
|
-$4.87M |
| 5 |
IG
ING Group
Amsterdam,
Netherlands
|
-$2.47M |
WPC Hedge Fund Activity: Q1 2014 in Review
267 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q1 2014, worth a combined $2.33B — up 49% from $1.57B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new WPC positions and 24 closed out — a net gain of 28 holders — while 132 added to existing stakes and 36 trimmed.
The largest buyer was Vanguard Group, adding an estimated $400M. The largest seller was Cohen & Steers, exiting entirely with an estimated $83.3M sold.
- 267 institutional investors held W.P. Carey (WPC) as of Q1 2014, up from 243 in Q4 2013.
- Funds reported $2.33B of W.P. Carey stock for Q1 2014, up 49% quarter-over-quarter.
- 52 funds opened new W.P. Carey positions in Q1 2014 and 24 closed out, a net change of +28 holders.
- The largest W.P. Carey buyer in Q1 2014 was Vanguard Group, an estimated $400M added.
- The largest W.P. Carey seller in Q1 2014 was Cohen & Steers, an estimated $83.3M sold.
Based on aggregated 13F filings for Q1 2014.