W.P. Carey
338 hedge funds and large institutions have $2.88B invested in W.P. Carey in 2015 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 93 reducing their positions, and 23 closing their positions.
113% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 23
20% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 93
7% more funds holding
Funds holding: 316 → 338 (+22)
1.37% more ownership
Funds ownership: 46.47% → 47.84% (+1.4%)
5% more capital invested
Capital invested by funds: $2.75B → $2.88B (+$136M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
25% less call options, than puts
Call options by funds: $7.07M | Put options by funds: $9.45M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$24.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$24.2M |
| 3 |
JP Morgan Chase
New York
|
+$19.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18.9M |
| 5 |
Goldman Sachs
New York
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FM
Forward Management
San Francisco,
California
|
-$14.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$11.6M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$9.9M |
| 4 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$7.47M |
| 5 |
TIAAOA
Teachers Insurance & Annuity Association of America
New York
|
-$5.97M |
WPC Hedge Fund Activity: Q4 2015 in Review
338 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q4 2015, worth a combined $2.88B — up 4.9% from $2.75B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new WPC positions and 23 closed out — a net gain of 26 holders — while 112 added to existing stakes and 93 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $24.3M. The largest seller was Forward Management, cutting an estimated $14.4M.
- 338 institutional investors held W.P. Carey (WPC) as of Q4 2015, up from 316 in Q3 2015.
- Funds reported $2.88B of W.P. Carey stock for Q4 2015, up 4.9% quarter-over-quarter.
- 49 funds opened new W.P. Carey positions in Q4 2015 and 23 closed out, a net change of +26 holders.
- The largest W.P. Carey buyer in Q4 2015 was Fidelity Investments, an estimated $24.3M added.
- The largest W.P. Carey seller in Q4 2015 was Forward Management, an estimated $14.4M sold.
Based on aggregated 13F filings for Q4 2015.