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W.P. Carey
WPC

228 hedge funds and large institutions have $8.86B invested in W.P. Carey in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more capital invested

Capital invested by funds: $1.96B → $8.86B (+$6.89B)

104% more call options, than puts

Call options by funds: $19.3M | Put options by funds: $9.48M

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

5% more funds holding

Funds holding: 218 → 228 (+10)

1.7% more ownership

Funds ownership: 38.02% → 39.73% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

9% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 75

Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
7.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
33
Increased
68
Reduced
75
Closed
20
Calls
$19.3M
Puts
$9.48M
Net Calls
+$9.82M
Net Calls Change
+$6.69M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$61.9M
2
TA
Teachers Advisors
New York
+$16.7M
3
BG
BlackRock Group
United Kingdom
+$16.5M
4
TCIM
TIAA CREF Investment Management
New York
+$13.4M
5
CC
Cannell & Co
New York
+$13M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$22.2M
2
Renaissance Technologies
Renaissance Technologies
New York
-$15.5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$12.9M
4
BC
BHR Capital
New York
-$8.82M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
PRCM
51
Pine River Capital Management
Minnesota
$4.31M +$4.48M +67,992 New
AllianceBernstein
52
AllianceBernstein
Tennessee
$4.08M +$866K +13,154 +26%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$4.04M +$2.08M +31,609 +99%
ACA
54
Anchor Capital Advisors
Massachusetts
$3.99M -$155K -2,356 -4%
Deutsche Bank
55
Deutsche Bank
Germany
$3.81M -$4.44M -67,474 -53%
SSWM
56
Sheets Smith Wealth Management
North Carolina
$3.66M +$59K +897 +2%
MAA
57
Managed Account Advisors
New Jersey
$3.53M -$778K -11,828 -18%
LPL Financial
58
LPL Financial
California
$3.39M +$244K +3,706 +8%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$2.89M +$667K +10,129 +29%
SONJCPFA
60
State of New Jersey Common Pension Fund A
New Jersey
$2.85M – – –
NTCOC
61
Northern Trust Company of Connecticut
Connecticut
$2.85M – – –
Dimensional Fund Advisors
62
Dimensional Fund Advisors
Texas
$2.79M +$2.9M +44,066 New
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$2.73M -$220K -3,338 -7%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$2.72M -$12.8K -194 -0.5%
IG
65
ING Group
Netherlands
$2.59M – – –
SONJCPFE
66
State of New Jersey Common Pension Fund E
New Jersey
$2.59M – – –
Sumitomo Mitsui Trust Group
67
Sumitomo Mitsui Trust Group
Japan
$2.39M -$55.9K -850 -2%
JHIU
68
Janus Henderson Investors US
Colorado
$2.37M +$2.47M +37,471 New
ProShare Advisors
69
ProShare Advisors
Maryland
$2.32M -$138K -2,102 -5%
SOADOR
70
State of Alaska Department of Revenue
Alaska
$2.25M +$367K +5,575 +19%
BlackRock
71
BlackRock
New York
$2.25M +$74.6K +1,134 +3%
Capital Fund Management (CFM)
72
Capital Fund Management (CFM)
France
$2.17M +$2.26M +34,286 New
Credit Agricole
73
Credit Agricole
France
$2.14M +$2.22M +33,769 New
GC
74
Guggenheim Capital
Illinois
$2.08M -$1.12M -17,003 -34%
BT
75
Beacon Trust
New Jersey
$2.03M +$2.11M +32,050 New
1 2
3
4 5

WPC Hedge Fund Activity: Q3 2013 in Review

228 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q3 2013, worth a combined $8.86B — up 351% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new WPC positions and 20 closed out — a net gain of 13 holders — while 68 added to existing stakes and 75 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $61.9M. The largest seller was Cohen & Steers, cutting an estimated $22.2M.

  • 228 institutional investors held W.P. Carey (WPC) as of Q3 2013, up from 218 in Q2 2013.
  • Funds reported $8.86B of W.P. Carey stock for Q3 2013, up 351% quarter-over-quarter.
  • 33 funds opened new W.P. Carey positions in Q3 2013 and 20 closed out, a net change of +13 holders.
  • The largest W.P. Carey buyer in Q3 2013 was Fidelity Investments, an estimated $61.9M added.
  • The largest W.P. Carey seller in Q3 2013 was Cohen & Steers, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2013.