W.P. Carey
WPC
228 hedge funds and large institutions have $1.72B invested in W.P. Carey in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 76 reducing their positions, and 20 closing their positions.
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)
1.66% more ownership
Funds ownership: 38.02% → 39.69% (+1.7%)
3% more capital invested
Capital invested by funds: $1.68B → $1.72B (+$43.6M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
12% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$61.9M |
| 2 |
TA
Teachers Advisors
New York
|
+$16.7M |
| 3 |
BG
BlackRock Group
London,
United Kingdom
|
+$16.5M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
+$13.4M |
| 5 |
CC
Cannell & Co
New York
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$22.2M |
| 2 |
Renaissance Technologies
New York
|
-$15.5M |
| 3 |
JP Morgan Chase
New York
|
-$12.9M |
| 4 |
BC
BHR Capital
New York
|
-$8.82M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$7.25M |
WPC Hedge Fund Activity: Q3 2013 in Review
228 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q3 2013, worth a combined $1.72B — up 2.6% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new WPC positions and 20 closed out — a net gain of 13 holders — while 67 added to existing stakes and 76 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 $1.72B of W.P. Carey stock for Q3 2013, up 2.6% 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.