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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
CFN
676
Cordasco Financial Network
Florida
$7K
ONST
677
Old North State Trust
North Carolina
$7K
PO
678
Private Ocean
California
$7K
Nisa Investment Advisors
679
Nisa Investment Advisors
Missouri
$6.78K -$115K -1,577 -2%
BCA
680
Berman Capital Advisors
Georgia
$6K
ZB
681
Zions Bancorporation
Utah
$6K
FA
682
Financial Avengers
California
$5K +$73 +1 +1%
FCA
683
FinTrust Capital Advisors
South Carolina
$5K +$4.54K +62 New
PI
684
PEAK6 Investments
Illinois
$5K +$4.98K +68 New
BWA
685
BDO Wealth Advisors
Florida
$4K
CFO
686
CVA Family Office
Colorado
$4K +$2.56K +35 +135%
DAM
687
Delta Asset Management
Tennessee
$4K +$4.46K +61 New
H
688
HoyleCohen
California
$3.25K +$19.6K +268 +0.6%
CHC
689
City Holding Co
West Virginia
$3K
EAM
690
Eukles Asset Management
Ohio
$2K
DWA
691
Delos Wealth Advisors
Texas
$2K +$1.9K +26 New
VNA
692
Valley National Advisers
Pennsylvania
$1K
NICM
693
Neo Ivy Capital Management
New York
$1K +$1.02K +14 New
PCTC
694
Perkins Coie Trust Company
Washington
$1K +$1.46K +20 New
AIG
695
American International Group
New York
$165 -$109K -1,491 -40%
BBHC
696
Brown Brothers Harriman & Co
New York
$75
FP
697
Foundry Partners
Minnesota
-$21.2M -306,310 Closed
PP
698
Paloma Partners
Connecticut
-$2.52M -36,412 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
699
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$1.99M -28,691 Closed
Squarepoint
700
Squarepoint
New York
-$1.91M -27,505 Closed

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.