W.P. Carey
328 hedge funds and large institutions have $3.22B invested in W.P. Carey in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 29 closing their positions.
128% more call options, than puts
Call options by funds: $21.2M | Put options by funds: $9.3M
48% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 29
46% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 83
3% more funds holding
Funds holding: 317 → 328 (+11)
0.73% more ownership
Funds ownership: 45.27% → 45.99% (+0.73%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
81% less capital invested
Capital invested by funds: $16.9B → $3.22B (-$13.7B)
Top Buyers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$56.7M |
| 2 |
CGI
CI Global Investments
Oakland,
California
|
+$43M |
| 3 |
CC
Cannell & Co
New York
|
+$19.8M |
| 4 |
Millennium Management
New York
|
+$19.8M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$17.5M |
Top Sellers
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$83.9M |
| 2 |
CC
Carlson Capital
Dallas,
Texas
|
-$39.5M |
| 3 |
Morgan Stanley
New York
|
-$27.6M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$14.2M |
| 5 |
AAMU
APG Asset Management US
New York
|
-$13.5M |
WPC Hedge Fund Activity: Q1 2015 in Review
328 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q1 2015, worth a combined $3.22B — down 81% from $16.9B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new WPC positions and 29 closed out — a net gain of 14 holders — while 121 added to existing stakes and 83 trimmed.
The largest buyer was Vanguard Group, adding an estimated $56.7M. The largest seller was Deutsche Bank, cutting an estimated $83.9M.
- 328 institutional investors held W.P. Carey (WPC) as of Q1 2015, up from 317 in Q4 2014.
- Funds reported $3.22B of W.P. Carey stock for Q1 2015, down 81% quarter-over-quarter.
- 43 funds opened new W.P. Carey positions in Q1 2015 and 29 closed out, a net change of +14 holders.
- The largest W.P. Carey buyer in Q1 2015 was Vanguard Group, an estimated $56.7M added.
- The largest W.P. Carey seller in Q1 2015 was Deutsche Bank, an estimated $83.9M sold.
Based on aggregated 13F filings for Q1 2015.