W.P. Carey
358 hedge funds and large institutions have $3.59B invested in W.P. Carey in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 106 reducing their positions, and 33 closing their positions.
33% more call options, than puts
Call options by funds: $10.8M | Put options by funds: $8.15M
24% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 106
15% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 33
2% more capital invested
Capital invested by funds: $3.51B → $3.59B (+$74.9M)
1% more funds holding
Funds holding: 356 → 358 (+2)
0.19% less ownership
Funds ownership: 51.04% → 50.86% (-0.19%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16M |
| 2 |
BlackRock
New York
|
+$8.1M |
| 3 |
JP Morgan Chase
New York
|
+$7.23M |
| 4 |
BIAS
Beacon Investment Advisory Services
Morristown,
New Jersey
|
+$4.64M |
| 5 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$4.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.9M |
| 2 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$19.8M |
| 3 |
Two Sigma Investments
New York
|
-$9.98M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.64M |
| 5 |
Two Sigma Advisers
New York
|
-$6.5M |
WPC Hedge Fund Activity: Q3 2017 in Review
358 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q3 2017, worth a combined $3.59B — up 2.1% from $3.51B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new WPC positions and 33 closed out — a net gain of 5 holders — while 131 added to existing stakes and 106 trimmed.
The largest buyer was Vanguard Group, adding an estimated $16M. The largest seller was Fidelity Investments, cutting an estimated $19.9M.
- 358 institutional investors held W.P. Carey (WPC) as of Q3 2017, up from 356 in Q2 2017.
- Funds reported $3.59B of W.P. Carey stock for Q3 2017, up 2.1% quarter-over-quarter.
- 38 funds opened new W.P. Carey positions in Q3 2017 and 33 closed out, a net change of +5 holders.
- The largest W.P. Carey buyer in Q3 2017 was Vanguard Group, an estimated $16M added.
- The largest W.P. Carey seller in Q3 2017 was Fidelity Investments, an estimated $19.9M sold.
Based on aggregated 13F filings for Q3 2017.