W.P. Carey
585 hedge funds and large institutions have $7.98B invested in W.P. Carey in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 204 increasing their positions, 173 reducing their positions, and 41 closing their positions.
197% more call options, than puts
Call options by funds: $21.5M | Put options by funds: $7.22M
80% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 41
18% more repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 173
8% more capital invested
Capital invested by funds: $7.38B → $7.98B (+$597M)
4% more funds holding
Funds holding: 560 → 585 (+25)
0.98% more ownership
Funds ownership: 57.86% → 58.84% (+0.98%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$77M |
| 2 |
State Street
Boston,
Massachusetts
|
+$66.6M |
| 3 |
JP Morgan Chase
New York
|
+$65.8M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$27.9M |
| 5 |
BlackRock
New York
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$71.5M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$14.6M |
| 3 |
Two Sigma Advisers
New York
|
-$12.7M |
| 4 |
Two Sigma Investments
New York
|
-$12.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.6M |
WPC Hedge Fund Activity: Q2 2019 in Review
585 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2019, worth a combined $7.98B — up 8.1% from $7.38B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new WPC positions and 41 closed out — a net gain of 33 holders — while 204 added to existing stakes and 173 trimmed.
The largest buyer was Vanguard Group, adding an estimated $77M. The largest seller was Brookfield Corp, cutting an estimated $71.5M.
- 585 institutional investors held W.P. Carey (WPC) as of Q2 2019, up from 560 in Q1 2019.
- Funds reported $7.98B of W.P. Carey stock for Q2 2019, up 8.1% quarter-over-quarter.
- 74 funds opened new W.P. Carey positions in Q2 2019 and 41 closed out, a net change of +33 holders.
- The largest W.P. Carey buyer in Q2 2019 was Vanguard Group, an estimated $77M added.
- The largest W.P. Carey seller in Q2 2019 was Brookfield Corp, an estimated $71.5M sold.
Based on aggregated 13F filings for Q2 2019.