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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
Ohio Public Employees Retirement System (OPERS)
51
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.3M -$733K -10,015 -3%
1832 Asset Management
52
1832 Asset Management
Ontario, Canada
$21.2M +$7.94M +108,527 +60%
BAM
53
Berkshire Asset Management
Pennsylvania
$20.6M +$1.31M +17,919 +7%
GCM
54
Ghisallo Capital Management
Massachusetts
$19.2M +$19.3M +263,178 New
Invesco
55
Invesco
Georgia
$18.9M +$7.69M +105,106 +68%
PPA
56
Parametric Portfolio Associates
Washington
$18.6M +$1.08M +14,735 +6%
HighTower Advisors
57
HighTower Advisors
Illinois
$18M +$2.75M +37,606 +18%
Mirae Asset Global Investments
58
Mirae Asset Global Investments
South Korea
$17.7M +$17.7M +242,448 New
CIC
59
Crawford Investment Counsel
Georgia
$17.1M +$1.71M +23,407 +11%
CIM
60
Centersquare Investment Management
Pennsylvania
$16.5M +$211K +2,886 +1%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$16.1M +$5.29M +72,286 +49%
Swedbank
62
Swedbank
Sweden
$15.4M +$1.5M +20,435 +11%
NIPH
63
NN Investment Partners Holdings
Netherlands
$15.4M +$120K +1,633 +0.8%
Amundi
64
Amundi
France
$15.2M +$15.2M +207,512 New
HF
65
HRT Financial
New York
$15.1M +$211K +2,879 +1%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$15.1M +$313K +4,280 +2%
SO
67
STRS Ohio
Ohio
$15M -$581K -7,943 -4%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$15M +$2.09M +28,520 +16%
Nomura Asset Management
69
Nomura Asset Management
Japan
$14.7M +$1M +13,692 +7%
WP
70
WealthPLAN Partners
Nebraska
$14.6M +$1.42M +19,456 +11%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$14.6M +$77K +1,052 +0.5%
AllianceBernstein
72
AllianceBernstein
Tennessee
$14.2M +$2.21M +30,131 +18%
Deutsche Bank
73
Deutsche Bank
Germany
$14.2M +$571K +7,802 +4%
Canada Life
74
Canada Life
Manitoba, Canada
$14.1M -$383K -5,234 -3%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$14M +$3.65M +49,908 +35%

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.