We are live on ! Find out more
WPC icon

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
PHIMC
76
Private Harbour Investment Management & Counsel
Ohio
$1.81M -$84K -1,276 -4%
Swiss National Bank
77
Swiss National Bank
Switzerland
$1.77M -$80.7K -1,226 -4%
PG
78
PEAK6 Group
Illinois
$1.75M +$1.12M +17,070 +45%
WSCM
79
Wellington Shields Capital Management
New York
$1.69M -$99.3K -1,509 -5%
ERSOT
80
Employees Retirement System of Texas
Texas
$1.68M – – –
Invesco
81
Invesco
Georgia
$1.67M +$51.7K +785 +3%
BIM
82
BlackRock Investment Management
Delaware
$1.67M -$120K -1,830 -7%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$1.66M +$61.5K +934 +4%
NPC
84
National Planning Corporation
California
$1.57M +$334K +5,069 +26%
RFC
85
Russell Frank Company
Washington
$1.51M -$2.67M -40,582 -63%
HighTower Advisors
86
HighTower Advisors
Illinois
$1.51M +$104K +1,576 +7%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$1.5M +$259K +3,941 +20%
IRF
88
IBM Retirement Fund
New York
$1.5M -$207K -3,152 -12%
SNC
89
Stifel Nicolaus & Co
Missouri
$1.49M -$426K -6,472 -22%
T
90
Thomaspartners
Massachusetts
$1.49M -$129K -1,962 -8%
First Trust Advisors
91
First Trust Advisors
Illinois
$1.47M -$1.33M -20,154 -47%
Ameriprise
92
Ameriprise
Minnesota
$1.46M +$315K +4,782 +26%
CCMH
93
Cornerstone Capital Management Holdings
New York
$1.45M -$108K -1,635 -7%
Citadel Advisors
94
Citadel Advisors
Florida
$1.4M +$1.45M +22,100 New
Comerica Bank
95
Comerica Bank
Texas
$1.29M +$1.34M +20,377 New
ACI
96
AMP Capital Investors
Australia
$1.21M +$208K +3,165 +20%
ST
97
Semper Trust
Pennsylvania
$1.2M +$134K +2,042 +12%
Ohio Public Employees Retirement System (OPERS)
98
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.2M +$254K +3,865 +26%
Nomura Asset Management
99
Nomura Asset Management
Japan
$1.16M -$19.5K -296 -2%
FAAS
100
First Allied Advisory Services
California
$1.14M +$987 +15 +0.1%
2 3
4
5 6

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.