W.P. Carey
612 hedge funds and large institutions have $6.02B invested in W.P. Carey in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 230 increasing their positions, 203 reducing their positions, and 100 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
30% more call options, than puts
Call options by funds: $15.8M | Put options by funds: $12.2M
13% more repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 203
1.27% more ownership
Funds ownership: 60.1% → 61.37% (+1.3%)
5% less funds holding
Funds holding: 641 → 612 (-29)
21% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 100
26% less capital invested
Capital invested by funds: $8.12B → $6.02B (-$2.1B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$119M |
| 2 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$36.7M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$32.2M |
| 4 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
+$22.8M |
| 5 |
Goldman Sachs
New York
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$85.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$35.1M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$33.2M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$21.4M |
| 5 |
BlackRock
New York
|
-$20.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MF
701
Manchester Financial
Westlake Village,
California
| – | -$32K | -408 | Closed |
|
|
VFA
702
Valeo Financial Advisors
Carmel,
Indiana
| – | -$24K | -306 | Closed |
|
|
SFSIG
703
San Francisco Sentry Investment Group
San Francisco,
California
| – | -$21K | -271 | Closed |
|
|
CHAM
704
Clear Harbor Asset Management
Stamford,
Connecticut
| – | -$18.4K | -235 | Closed |
|
|
TWP
705
TFO Wealth Partners
Maumee,
Ohio
| – | -$14K | -179 | Closed |
|
|
ADL
706
Asset Dedication LLC
San Francisco,
California
| – | -$13K | -163 | Closed |
|
707
Chevy Chase Trust
Bethesda,
Maryland
| – | -$12K | -153 | Closed |
|
|
CFN
708
Cordasco Financial Network
Naples,
Florida
| – | -$8K | -97 | Closed |
|
|
ONST
709
Old North State Trust
Greensboro,
North Carolina
| – | -$7K | -92 | Closed |
|
|
EFSCE
710
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$7K | -88 | Closed |
|
|
SCA
711
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$5K | -69 | Closed |
|
|
WCM
712
Wealthcare Capital Management
Richmond,
Virginia
| – | -$2K | -28 | Closed |
|
WPC Hedge Fund Activity: Q1 2020 in Review
612 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q1 2020, worth a combined $6.02B — down 26% from $8.12B a quarter earlier.
Sellers outnumbered buyers: 100 funds closed out of WPC and 79 opened new positions — a net loss of 21 holders — while 203 trimmed existing stakes and 230 added.
The largest buyer was PGGM Investments, adding an estimated $119M. The largest seller was Royal Bank of Canada, cutting an estimated $85.9M.
- 612 institutional investors held W.P. Carey (WPC) as of Q1 2020, down from 641 in Q4 2019.
- Funds reported $6.02B of W.P. Carey stock for Q1 2020, down 26% quarter-over-quarter.
- 79 funds opened new W.P. Carey positions in Q1 2020 and 100 closed out, a net change of -21 holders.
- The largest W.P. Carey buyer in Q1 2020 was PGGM Investments, an estimated $119M added.
- The largest W.P. Carey seller in Q1 2020 was Royal Bank of Canada, an estimated $85.9M sold.
Based on aggregated 13F filings for Q1 2020.