W.P. Carey
WPC
423 hedge funds and large institutions have $3.36B invested in W.P. Carey in 2018 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 175 increasing their positions, 112 reducing their positions, and 43 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 112
26% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 43
2% more funds holding
Funds holding: 414 → 423 (+9)
8% more call options, than puts
Call options by funds: $8.23M | Put options by funds: $7.63M
0.09% more ownership
Funds ownership: 51.63% → 51.72% (+0.09%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less capital invested
Capital invested by funds: $3.72B → $3.36B (-$366M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$11M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$7.03M |
| 3 |
MSL
Mackay Shields LLC
New York
|
+$6.38M |
| 4 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
+$6.33M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$55.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.8M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$13.5M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$9.6M |
| 5 |
Goldman Sachs
New York
|
-$6.21M |
WPC Hedge Fund Activity: Q1 2018 in Review
423 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q1 2018, worth a combined $3.36B — down 9.8% from $3.72B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new WPC positions and 43 closed out — a net gain of 11 holders — while 175 added to existing stakes and 112 trimmed.
The largest buyer was Prudential Financial, adding an estimated $11M. The largest seller was Vanguard Group, cutting an estimated $55.3M.
- 423 institutional investors held W.P. Carey (WPC) as of Q1 2018, up from 414 in Q4 2017.
- Funds reported $3.36B of W.P. Carey stock for Q1 2018, down 9.8% quarter-over-quarter.
- 54 funds opened new W.P. Carey positions in Q1 2018 and 43 closed out, a net change of +11 holders.
- The largest W.P. Carey buyer in Q1 2018 was Prudential Financial, an estimated $11M added.
- The largest W.P. Carey seller in Q1 2018 was Vanguard Group, an estimated $55.3M sold.
Based on aggregated 13F filings for Q1 2018.