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W.P. Carey

585 hedge funds and large institutions have $7.98B invested in W.P. Carey in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 203 increasing their positions, 174 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $7.22M

76% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 42

17% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 174

8% more capital invested

Capital invested by funds: $7.38B → $7.98B (+$600M)

4% more funds holding

Funds holding: 561585 (+24)

0.98% more ownership

Funds ownership: 57.88%58.86% (+0.98%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
585
Holders Change
+24
Holders Change %
+4.28%
% of All Funds
12.65%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
74
Increased
203
Reduced
174
Closed
42
Calls
$21.5M
Puts
$7.22M
Net Calls
+$14.2M
Net Calls Change
+$5.49M

WPC Hedge Fund Activity: Q2 2019 in Review

585 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2019, worth a combined $7.98B — up 8.1% from $7.38B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new WPC positions and 42 closed out — a net gain of 32 holders — while 203 added to existing stakes and 174 trimmed.

The largest buyer was Vanguard Group, adding an estimated $77M. The largest seller was Brookfield Corp, cutting an estimated $71.5M.

  • 585 institutional investors held W.P. Carey (WPC) as of Q2 2019, up from 561 in Q1 2019.
  • Funds reported $7.98B of W.P. Carey stock for Q2 2019, up 8.1% quarter-over-quarter.
  • 74 funds opened new W.P. Carey positions in Q2 2019 and 42 closed out, a net change of +32 holders.
  • The largest W.P. Carey buyer in Q2 2019 was Vanguard Group, an estimated $77M added.
  • The largest W.P. Carey seller in Q2 2019 was Brookfield Corp, an estimated $71.5M sold.

Based on aggregated 13F filings for Q2 2019.