W.P. Carey
641 hedge funds and large institutions have $8.12B invested in W.P. Carey in 2019 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 227 increasing their positions, 171 reducing their positions, and 59 closing their positions.
86% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 59
33% more repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 171
7% more funds holding
Funds holding: 597 → 641 (+44)
0.64% less ownership
Funds ownership: 60.74% → 60.1% (-0.64%)
11% less capital invested
Capital invested by funds: $9.09B → $8.12B (-$973M)
15% less call options, than puts
Call options by funds: $18.8M | Put options by funds: $22.2M
50% less funds holding in top 10
Funds holding in top 10: 12 → 6 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$137M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$55.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$36.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$23.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$214M |
| 2 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$126M |
| 3 |
JP Morgan Chase
New York
|
-$88.4M |
| 4 |
State Street
Boston,
Massachusetts
|
-$53.9M |
| 5 |
Bank of New York Mellon
New York
|
-$33.2M |
WPC Hedge Fund Activity: Q4 2019 in Review
641 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q4 2019, worth a combined $8.12B — down 11% from $9.09B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new WPC positions and 59 closed out — a net gain of 51 holders — while 227 added to existing stakes and 171 trimmed.
The largest buyer was BlackRock, adding an estimated $137M. The largest seller was PGGM Investments, cutting an estimated $214M.
- 641 institutional investors held W.P. Carey (WPC) as of Q4 2019, up from 597 in Q3 2019.
- Funds reported $8.12B of W.P. Carey stock for Q4 2019, down 11% quarter-over-quarter.
- 110 funds opened new W.P. Carey positions in Q4 2019 and 59 closed out, a net change of +51 holders.
- The largest W.P. Carey buyer in Q4 2019 was BlackRock, an estimated $137M added.
- The largest W.P. Carey seller in Q4 2019 was PGGM Investments, an estimated $214M sold.
Based on aggregated 13F filings for Q4 2019.