W.P. Carey
355 hedge funds and large institutions have $3.11B invested in W.P. Carey in 2016 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 137 increasing their positions, 88 reducing their positions, and 36 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 88
39% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 36
2% more funds holding
Funds holding: 349 → 355 (+6)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.05% less ownership
Funds ownership: 50.6% → 50.55% (-0.05%)
6% less call options, than puts
Call options by funds: $6.93M | Put options by funds: $7.37M
8% less capital invested
Capital invested by funds: $3.38B → $3.11B (-$269M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$20.5M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$13M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.4M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$8.17M |
| 5 |
Bank of New York Mellon
New York
|
+$7.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$62.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$30.9M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$8.01M |
| 4 |
JP Morgan Chase
New York
|
-$6.89M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$6.44M |
WPC Hedge Fund Activity: Q4 2016 in Review
355 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q4 2016, worth a combined $3.11B — down 8% from $3.38B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new WPC positions and 36 closed out — a net gain of 14 holders — while 137 added to existing stakes and 88 trimmed.
The largest buyer was Prudential Financial, adding an estimated $20.5M. The largest seller was Goldman Sachs, cutting an estimated $62.6M.
- 355 institutional investors held W.P. Carey (WPC) as of Q4 2016, up from 349 in Q3 2016.
- Funds reported $3.11B of W.P. Carey stock for Q4 2016, down 8% quarter-over-quarter.
- 50 funds opened new W.P. Carey positions in Q4 2016 and 36 closed out, a net change of +14 holders.
- The largest W.P. Carey buyer in Q4 2016 was Prudential Financial, an estimated $20.5M added.
- The largest W.P. Carey seller in Q4 2016 was Goldman Sachs, an estimated $62.6M sold.
Based on aggregated 13F filings for Q4 2016.