W.P. Carey
425 hedge funds and large institutions have $3.55B invested in W.P. Carey in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 140 increasing their positions, 141 reducing their positions, and 34 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
32% more call options, than puts
Call options by funds: $11M | Put options by funds: $8.32M
15% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 34
6% more capital invested
Capital invested by funds: $3.36B → $3.55B (+$194M)
0% more funds holding
Funds holding: 423 → 425 (+2)
1% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 141
0.74% less ownership
Funds ownership: 51.72% → 50.98% (-0.74%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$67.1M |
| 2 |
JP Morgan Chase
New York
|
+$10.8M |
| 3 |
BlackRock
New York
|
+$8.04M |
| 4 |
Two Sigma Investments
New York
|
+$6.48M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
+$6.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$48.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.1M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$25.2M |
| 4 |
MG
Markel Group
Glen Allen,
Virginia
|
-$16.2M |
| 5 |
Morgan Stanley
New York
|
-$10.3M |
WPC Hedge Fund Activity: Q2 2018 in Review
425 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2018, worth a combined $3.55B — up 5.8% from $3.36B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new WPC positions and 34 closed out — a net gain of 5 holders — while 140 added to existing stakes and 141 trimmed.
The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $67.1M. The largest seller was Vanguard Group, cutting an estimated $48.8M.
- 425 institutional investors held W.P. Carey (WPC) as of Q2 2018, up from 423 in Q1 2018.
- Funds reported $3.55B of W.P. Carey stock for Q2 2018, up 5.8% quarter-over-quarter.
- 39 funds opened new W.P. Carey positions in Q2 2018 and 34 closed out, a net change of +5 holders.
- The largest W.P. Carey buyer in Q2 2018 was Massachusetts Financial Services, an estimated $67.1M added.
- The largest W.P. Carey seller in Q2 2018 was Vanguard Group, an estimated $48.8M sold.
Based on aggregated 13F filings for Q2 2018.