W.P. Carey
560 hedge funds and large institutions have $7.38B invested in W.P. Carey in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 191 increasing their positions, 174 reducing their positions, and 47 closing their positions.
146% more call options, than puts
Call options by funds: $14.7M | Put options by funds: $5.99M
85% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 47
33% more capital invested
Capital invested by funds: $5.57B → $7.38B (+$1.81B)
6% more funds holding
Funds holding: 527 → 560 (+33)
3.71% more ownership
Funds ownership: 54.16% → 57.86% (+3.7%)
10% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 174
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$148M |
| 2 |
State Street
Boston,
Massachusetts
|
+$122M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$102M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
+$58.6M |
| 5 |
Legal & General Group
London,
United Kingdom
|
+$54.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$32.6M |
| 2 |
Two Sigma Investments
New York
|
-$27.8M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$27.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$17M |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
-$16.2M |
WPC Hedge Fund Activity: Q1 2019 in Review
560 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q1 2019, worth a combined $7.38B — up 33% from $5.57B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new WPC positions and 47 closed out — a net gain of 40 holders — while 191 added to existing stakes and 174 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $148M. The largest seller was Fidelity Investments, cutting an estimated $32.6M.
- 560 institutional investors held W.P. Carey (WPC) as of Q1 2019, up from 527 in Q4 2018.
- Funds reported $7.38B of W.P. Carey stock for Q1 2019, up 33% quarter-over-quarter.
- 87 funds opened new W.P. Carey positions in Q1 2019 and 47 closed out, a net change of +40 holders.
- The largest W.P. Carey buyer in Q1 2019 was JP Morgan Chase, an estimated $148M added.
- The largest W.P. Carey seller in Q1 2019 was Fidelity Investments, an estimated $32.6M sold.
Based on aggregated 13F filings for Q1 2019.