W.P. Carey
284 hedge funds and large institutions have $2.63B invested in W.P. Carey in 2014 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 66 reducing their positions, and 21 closing their positions.
90% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 21
81% more call options, than puts
Call options by funds: $8.82M | Put options by funds: $4.87M
65% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 66
13% more capital invested
Capital invested by funds: $2.33B → $2.63B (+$294M)
6% more funds holding
Funds holding: 267 → 284 (+17)
1.84% more ownership
Funds ownership: 40.07% → 41.91% (+1.8%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$52.6M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$44.6M |
| 3 |
State Street
Boston,
Massachusetts
|
+$26.8M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$19.3M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$16.7M |
Top Sellers
| 1 |
Millennium Management
New York
|
-$63.1M |
| 2 |
CCM
Clovis Capital Management
New York
|
-$15.3M |
| 3 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$12.9M |
| 4 |
PP
PDT Partners
New York
|
-$12.1M |
| 5 |
CC
Cannell & Co
New York
|
-$10.9M |
WPC Hedge Fund Activity: Q2 2014 in Review
284 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2014, worth a combined $2.63B — up 13% from $2.33B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new WPC positions and 21 closed out — a net gain of 19 holders — while 109 added to existing stakes and 66 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $52.6M. The largest seller was Millennium Management, cutting an estimated $63.1M.
- 284 institutional investors held W.P. Carey (WPC) as of Q2 2014, up from 267 in Q1 2014.
- Funds reported $2.63B of W.P. Carey stock for Q2 2014, up 13% quarter-over-quarter.
- 40 funds opened new W.P. Carey positions in Q2 2014 and 21 closed out, a net change of +19 holders.
- The largest W.P. Carey buyer in Q2 2014 was Fidelity Investments, an estimated $52.6M added.
- The largest W.P. Carey seller in Q2 2014 was Millennium Management, an estimated $63.1M sold.
Based on aggregated 13F filings for Q2 2014.