W.P. Carey
610 hedge funds and large institutions have $7.5B invested in W.P. Carey in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 193 increasing their positions, 234 reducing their positions, and 70 closing their positions.
25% more capital invested
Capital invested by funds: $6.02B → $7.5B (+$1.48B)
13% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 70
2.18% more ownership
Funds ownership: 61.37% → 63.55% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0% less funds holding
Funds holding: 612 → 610 (-2)
18% less repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 234
36% less call options, than puts
Call options by funds: $33M | Put options by funds: $51.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$306M |
| 2 |
JP Morgan Chase
New York
|
+$110M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$108M |
| 4 |
State Street
Boston,
Massachusetts
|
+$63.4M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$45.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$131M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$63.6M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$28.2M |
| 4 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$24M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$23.3M |
WPC Hedge Fund Activity: Q2 2020 in Review
610 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2020, worth a combined $7.5B — up 25% from $6.02B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new WPC positions and 70 closed out — a net gain of 9 holders — while 193 added to existing stakes and 234 trimmed.
The largest buyer was Cohen & Steers, opening a new position worth an estimated $306M. The largest seller was BlackRock, cutting an estimated $131M.
- 610 institutional investors held W.P. Carey (WPC) as of Q2 2020, down from 612 in Q1 2020.
- Funds reported $7.5B of W.P. Carey stock for Q2 2020, up 25% quarter-over-quarter.
- 79 funds opened new W.P. Carey positions in Q2 2020 and 70 closed out, a net change of +9 holders.
- The largest W.P. Carey buyer in Q2 2020 was Cohen & Steers, an estimated $306M added.
- The largest W.P. Carey seller in Q2 2020 was BlackRock, an estimated $131M sold.
Based on aggregated 13F filings for Q2 2020.