W.P. Carey
WPC
243 hedge funds and large institutions have $1.57B invested in W.P. Carey in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 17 closing their positions.
185% more call options, than puts
Call options by funds: $15.5M | Put options by funds: $5.44M
100% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 17
7% more funds holding
Funds holding: 228 → 243 (+15)
4% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 74
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.46% less ownership
Funds ownership: 39.69% → 38.23% (-1.5%)
9% less capital invested
Capital invested by funds: $1.72B → $1.57B (-$155M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$16M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$11.5M |
| 3 |
MWNA
Marshall Wace North America
New York
|
+$10M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.96M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Paulson & Co
New York
|
-$99.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$20.5M |
| 3 |
CC
Cannell & Co
New York
|
-$13M |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$12.9M |
| 5 |
Cohen & Steers
New York
|
-$9.33M |
WPC Hedge Fund Activity: Q4 2013 in Review
243 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q4 2013, worth a combined $1.57B — down 9% from $1.72B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new WPC positions and 17 closed out — a net gain of 17 holders — while 77 added to existing stakes and 74 trimmed.
The largest buyer was BlackRock Institutional Trust, adding an estimated $16M. The largest seller was Paulson & Co, exiting entirely with an estimated $99.3M sold.
- 243 institutional investors held W.P. Carey (WPC) as of Q4 2013, up from 228 in Q3 2013.
- Funds reported $1.57B of W.P. Carey stock for Q4 2013, down 9% quarter-over-quarter.
- 34 funds opened new W.P. Carey positions in Q4 2013 and 17 closed out, a net change of +17 holders.
- The largest W.P. Carey buyer in Q4 2013 was BlackRock Institutional Trust, an estimated $16M added.
- The largest W.P. Carey seller in Q4 2013 was Paulson & Co, an estimated $99.3M sold.
Based on aggregated 13F filings for Q4 2013.