W.P. Carey
WPC
527 hedge funds and large institutions have $5.57B invested in W.P. Carey in 2018 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 242 increasing their positions, 61 reducing their positions, and 42 closing their positions.
1,000% more funds holding in top 10
Funds holding in top 10: 1 → 11 (+10)
297% more repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 61
276% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 42
126% more call options, than puts
Call options by funds: $18.7M | Put options by funds: $8.28M
54% more capital invested
Capital invested by funds: $3.61B → $5.57B (+$1.96B)
27% more funds holding
Funds holding: 414 → 527 (+113)
3.42% more ownership
Funds ownership: 50.74% → 54.16% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$522M |
| 2 |
BlackRock
New York
|
+$359M |
| 3 |
State Street
Boston,
Massachusetts
|
+$157M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$138M |
| 5 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$120M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$27.8M |
| 2 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$17.9M |
| 3 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
-$7.33M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$6M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$5.2M |
WPC Hedge Fund Activity: Q4 2018 in Review
527 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q4 2018, worth a combined $5.57B — up 54% from $3.61B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new WPC positions and 42 closed out — a net gain of 116 holders — while 242 added to existing stakes and 61 trimmed.
The largest buyer was Vanguard Group, adding an estimated $522M. The largest seller was Fidelity Investments, cutting an estimated $27.8M.
- 527 institutional investors held W.P. Carey (WPC) as of Q4 2018, up from 414 in Q3 2018.
- Funds reported $5.57B of W.P. Carey stock for Q4 2018, up 54% quarter-over-quarter.
- 158 funds opened new W.P. Carey positions in Q4 2018 and 42 closed out, a net change of +116 holders.
- The largest W.P. Carey buyer in Q4 2018 was Vanguard Group, an estimated $522M added.
- The largest W.P. Carey seller in Q4 2018 was Fidelity Investments, an estimated $27.8M sold.
Based on aggregated 13F filings for Q4 2018.