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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
AIA
501
Arrow Investment Advisors
Maryland
$282K +$282K +3,859 New
SWM
502
Spire Wealth Management
Virginia
$280K
PL
503
Plancorp LLC
Missouri
$279K
SFA
504
Sequoia Financial Advisors
Ohio
$274K +$293 +4 +0.1%
FFA
505
First Foundation Advisors
California
$274K +$62.4K +853 +29%
AP
506
Advisor Partners
California
$273K
PA
507
PFG Advisors
Arizona
$272K +$366 +5 +0.1%
CPA
508
Capital Planning Advisors
California
$271K -$108K -1,470 -28%
CFD
509
Creative Financial Designs
Indiana
$270K +$6.15K +84 +2%
BCV
510
Banque Cantonale Vaudoise
Switzerland
$268K
WFI
511
West Family Investments
California
$267K +$267K +3,647 New
GWS
512
Glassman Wealth Services
Virginia
$266K
KWM
513
Kingsview Wealth Management
Oregon
$265K +$5.2K +71 +2%
CF
514
Clarity Financial
Texas
$263K -$347K -4,736 -57%
MPW
515
MA Private Wealth
California
$259K +$1.39K +19 +0.5%
VHAM
516
Van Hulzen Asset Management
California
$258K
MSS
517
Mitchell Sinkler & Starr
Pennsylvania
$256K
WS
518
Wedbush Securities
California
$256K +$257K +3,505 New
Manulife (Manufacturers Life Insurance)
519
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254K -$11.5K -157 -4%
ACI
520
Alpha Cubed Investments
California
$254K +$1.1K +15 +0.4%
TC
521
TownSquare Capital
Utah
$254K +$11.8K +161 +5%
LIM
522
Longfellow Investment Management
Massachusetts
$253K -$167K -2,275 -40%
MCM
523
Maple Capital Management
Vermont
$252K +$239K +3,267 New
Axa
524
Axa
France
$252K +$253K +3,452 New
BCM
525
BTC Capital Management
Iowa
$248K -$182K -2,486 -42%

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.