W.P. Carey
414 hedge funds and large institutions have $3.61B invested in W.P. Carey in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 146 increasing their positions, 128 reducing their positions, and 49 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 128
2% more capital invested
Capital invested by funds: $3.55B → $3.61B (+$58.8M)
0.28% less ownership
Funds ownership: 50.98% → 50.69% (-0.28%)
4% less call options, than puts
Call options by funds: $11.2M | Put options by funds: $11.6M
3% less funds holding
Funds holding: 425 → 414 (-11)
18% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 49
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$31.2M |
| 2 |
Goldman Sachs
New York
|
+$9.81M |
| 3 |
BlackRock
New York
|
+$7.86M |
| 4 |
JP Morgan Chase
New York
|
+$7.25M |
| 5 |
State Street
Boston,
Massachusetts
|
+$5.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Markel Group
Glen Allen,
Virginia
|
-$46.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$7.32M |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$6.07M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$5.63M |
WPC Hedge Fund Activity: Q3 2018 in Review
414 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q3 2018, worth a combined $3.61B — up 1.7% from $3.55B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of WPC and 40 opened new positions — a net loss of 9 holders — while 128 trimmed existing stakes and 146 added.
The largest buyer was Massachusetts Financial Services, adding an estimated $31.2M. The largest seller was Markel Group, exiting entirely with an estimated $46.5M sold.
- 414 institutional investors held W.P. Carey (WPC) as of Q3 2018, down from 425 in Q2 2018.
- Funds reported $3.61B of W.P. Carey stock for Q3 2018, up 1.7% quarter-over-quarter.
- 40 funds opened new W.P. Carey positions in Q3 2018 and 49 closed out, a net change of -9 holders.
- The largest W.P. Carey buyer in Q3 2018 was Massachusetts Financial Services, an estimated $31.2M added.
- The largest W.P. Carey seller in Q3 2018 was Markel Group, an estimated $46.5M sold.
Based on aggregated 13F filings for Q3 2018.