W.P. Carey
WPC
349 hedge funds and large institutions have $3.28B invested in W.P. Carey in 2017 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 127 increasing their positions, 101 reducing their positions, and 35 closing their positions.
73% more call options, than puts
Call options by funds: $15.1M | Put options by funds: $8.76M
26% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 101
11% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 35
5% more capital invested
Capital invested by funds: $3.11B → $3.28B (+$167M)
0.07% more ownership
Funds ownership: 50.55% → 50.62% (+0.07%)
2% less funds holding
Funds holding: 355 → 349 (-6)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$394M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.6M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$23.4M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.74M |
| 5 |
State Street
Boston,
Massachusetts
|
+$5.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.1M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$20.8M |
| 3 |
Millennium Management
New York
|
-$14.1M |
| 4 |
Morgan Stanley
New York
|
-$12.4M |
| 5 |
Renaissance Technologies
New York
|
-$7.71M |
WPC Hedge Fund Activity: Q1 2017 in Review
349 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q1 2017, worth a combined $3.28B — up 5.4% from $3.11B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new WPC positions and 35 closed out — a net gain of 4 holders — while 127 added to existing stakes and 101 trimmed.
The largest buyer was BlackRock, adding an estimated $394M. The largest seller was Fidelity Investments, cutting an estimated $28.1M.
- 349 institutional investors held W.P. Carey (WPC) as of Q1 2017, down from 355 in Q4 2016.
- Funds reported $3.28B of W.P. Carey stock for Q1 2017, up 5.4% quarter-over-quarter.
- 39 funds opened new W.P. Carey positions in Q1 2017 and 35 closed out, a net change of +4 holders.
- The largest W.P. Carey buyer in Q1 2017 was BlackRock, an estimated $394M added.
- The largest W.P. Carey seller in Q1 2017 was Fidelity Investments, an estimated $28.1M sold.
Based on aggregated 13F filings for Q1 2017.