W.P. Carey
337 hedge funds and large institutions have $3.08B invested in W.P. Carey in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 87 reducing their positions, and 37 closing their positions.
81% more call options, than puts
Call options by funds: $14.5M | Put options by funds: $8.04M
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
41% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 87
14% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 37
1.06% more ownership
Funds ownership: 47.84% → 48.91% (+1.1%)
0% less funds holding
Funds holding: 338 → 337 (-1)
11% less capital invested
Capital invested by funds: $3.45B → $3.08B (-$369M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$25.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$20.1M |
| 4 |
Renaissance Technologies
New York
|
+$15M |
| 5 |
Goldman Sachs
New York
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cannell & Co
New York
|
-$17.1M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$6.45M |
| 3 |
FM
Forward Management
San Francisco,
California
|
-$5.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5.38M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.81M |
WPC Hedge Fund Activity: Q1 2016 in Review
337 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q1 2016, worth a combined $3.08B — down 11% from $3.45B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new WPC positions and 37 closed out — a net gain of 5 holders — while 123 added to existing stakes and 87 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $25.7M. The largest seller was Cannell & Co, cutting an estimated $17.1M.
- 337 institutional investors held W.P. Carey (WPC) as of Q1 2016, down from 338 in Q4 2015.
- Funds reported $3.08B of W.P. Carey stock for Q1 2016, down 11% quarter-over-quarter.
- 42 funds opened new W.P. Carey positions in Q1 2016 and 37 closed out, a net change of +5 holders.
- The largest W.P. Carey buyer in Q1 2016 was Fidelity Investments, an estimated $25.7M added.
- The largest W.P. Carey seller in Q1 2016 was Cannell & Co, an estimated $17.1M sold.
Based on aggregated 13F filings for Q1 2016.