W.P. Carey
363 hedge funds and large institutions have $3.58B invested in W.P. Carey in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 93 reducing their positions, and 20 closing their positions.
150% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 20
47% more call options, than puts
Call options by funds: $14.3M | Put options by funds: $9.74M
44% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 93
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
16% more capital invested
Capital invested by funds: $3.08B → $3.58B (+$500M)
8% more funds holding
Funds holding: 337 → 363 (+26)
1.28% more ownership
Funds ownership: 48.91% → 50.19% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$54.8M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$22.1M |
| 3 |
Two Sigma Investments
New York
|
+$9.23M |
| 4 |
Goldman Sachs
New York
|
+$8.74M |
| 5 |
Two Sigma Advisers
New York
|
+$7.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$66.7M |
| 2 |
Renaissance Technologies
New York
|
-$12.8M |
| 3 |
LPL Financial
San Diego,
California
|
-$6.09M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.72M |
| 5 |
BAM
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
-$5.03M |
WPC Hedge Fund Activity: Q2 2016 in Review
363 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2016, worth a combined $3.58B — up 16% from $3.08B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new WPC positions and 20 closed out — a net gain of 30 holders — while 134 added to existing stakes and 93 trimmed.
The largest buyer was Vanguard Group, adding an estimated $54.8M. The largest seller was Fidelity Investments, cutting an estimated $66.7M.
- 363 institutional investors held W.P. Carey (WPC) as of Q2 2016, up from 337 in Q1 2016.
- Funds reported $3.58B of W.P. Carey stock for Q2 2016, up 16% quarter-over-quarter.
- 50 funds opened new W.P. Carey positions in Q2 2016 and 20 closed out, a net change of +30 holders.
- The largest W.P. Carey buyer in Q2 2016 was Vanguard Group, an estimated $54.8M added.
- The largest W.P. Carey seller in Q2 2016 was Fidelity Investments, an estimated $66.7M sold.
Based on aggregated 13F filings for Q2 2016.