W.P. Carey
317 hedge funds and large institutions have $16.9B invested in W.P. Carey in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 82 reducing their positions, and 34 closing their positions.
478% more capital invested
Capital invested by funds: $2.93B → $16.9B (+$14B)
44% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 82
38% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 34
3% more funds holding
Funds holding: 308 → 317 (+9)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.07% less ownership
Funds ownership: 45.34% → 45.27% (-0.07%)
60% less call options, than puts
Call options by funds: $2.2M | Put options by funds: $5.57M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$98.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$39.6M |
| 3 |
CC
Carlson Capital
Dallas,
Texas
|
+$38M |
| 4 |
D.E. Shaw & Co
New York
|
+$17.3M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Teachers Advisors
New York
|
-$41.9M |
| 2 |
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
|
-$40.7M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$35.5M |
| 4 |
FM
Forward Management
San Francisco,
California
|
-$31M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$24.3M |
WPC Hedge Fund Activity: Q4 2014 in Review
317 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q4 2014, worth a combined $16.9B — up 478% from $2.93B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new WPC positions and 34 closed out — a net gain of 13 holders — while 118 added to existing stakes and 82 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $98.9M. The largest seller was Teachers Advisors, cutting an estimated $41.9M.
- 317 institutional investors held W.P. Carey (WPC) as of Q4 2014, up from 308 in Q3 2014.
- Funds reported $16.9B of W.P. Carey stock for Q4 2014, up 478% quarter-over-quarter.
- 47 funds opened new W.P. Carey positions in Q4 2014 and 34 closed out, a net change of +13 holders.
- The largest W.P. Carey buyer in Q4 2014 was Deutsche Bank, an estimated $98.9M added.
- The largest W.P. Carey seller in Q4 2014 was Teachers Advisors, an estimated $41.9M sold.
Based on aggregated 13F filings for Q4 2014.