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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
Wolverine Trading
701
Wolverine Trading
Illinois
-$1.56M -21,253 Closed
APW
702
Aurora Private Wealth
New Jersey
-$1.06M -15,281 Closed
AMI
703
Amica Mutual Insurance
Rhode Island
-$931K -13,439 Closed
CAM
704
Columbia Asset Management
Michigan
-$831K -11,987 Closed
SFS
705
Sowell Financial Services
Arkansas
-$811K -11,195 Closed
VFA
706
Voya Financial Advisors
Connecticut
-$678K -9,795 Closed
YIH
707
Y-Intercept (HK)
Hong Kong
-$593K -8,567 Closed
QT
708
Quantbot Technologies
New York
-$515K -7,433 Closed
GCP
709
GSA Capital Partners
United Kingdom
-$460K -6,642 Closed
LHC
710
Little House Capital
Massachusetts
-$455K -6,565 Closed
WAM
711
Weiss Asset Management
Massachusetts
-$448K -6,465 Closed
MSL
712
Mackay Shields LLC
New York
-$346K -5,002 Closed
TSS
713
Two Sigma Securities
New York
-$325K -4,435 Closed
EOJOAM
714
E. Ohman J:or Asset Management
Sweden
-$283K -4,084 Closed
TFA
715
TPG Financial Advisors
Oregon
-$276K -3,989 Closed
CWM
716
Campbell Wealth Management
Virginia
-$259K -3,731 Closed
RBCM
717
Raub Brock Capital Management
California
-$258K -3,716 Closed
PCM
718
Poehling Capital Management
Wisconsin
-$232K -3,354 Closed
LFAS
719
Level Four Advisory Services
Texas
-$226K -3,261 Closed
MGIM
720
M&G Investment Management
United Kingdom
-$218 -3,139 Closed
BWM
721
BCS Wealth Management
Tennessee
-$215K -3,104 Closed
VA
722
Valmark Advisers
Ohio
-$208K -3,004 Closed
ARMT
723
Amica Retiree Medical Trust
Rhode Island
-$193K -2,783 Closed
Acadian Asset Management
724
Acadian Asset Management
Massachusetts
-$149K -2,150 Closed
CCA
725
Column Capital Advisors
Indiana
-$79K -1,141 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.