W.P. Carey
604 hedge funds and large institutions have $7.12B invested in W.P. Carey in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 223 increasing their positions, 200 reducing their positions, and 59 closing their positions.
24% more call options, than puts
Call options by funds: $51M | Put options by funds: $41.2M
12% more repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 200
2% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 59
0.99% more ownership
Funds ownership: 63.55% → 64.54% (+0.99%)
1% less funds holding
Funds holding: 610 → 604 (-6)
5% less capital invested
Capital invested by funds: $7.5B → $7.12B (-$373M)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
+$195M |
| 2 |
Cohen & Steers
New York
|
+$77.4M |
| 3 |
Two Sigma Investments
New York
|
+$24.7M |
| 4 |
Millennium Management
New York
|
+$17.1M |
| 5 |
Two Sigma Advisers
New York
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$82.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$58.9M |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
-$54.2M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$46.4M |
| 5 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$31.3M |
WPC Hedge Fund Activity: Q3 2020 in Review
604 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q3 2020, worth a combined $7.12B — down 5% from $7.5B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new WPC positions and 59 closed out — a net gain of 1 holder — while 223 added to existing stakes and 200 trimmed.
The largest buyer was Daiwa Securities Group, adding an estimated $195M. The largest seller was PGGM Investments, cutting an estimated $82.6M.
- 604 institutional investors held W.P. Carey (WPC) as of Q3 2020, down from 610 in Q2 2020.
- Funds reported $7.12B of W.P. Carey stock for Q3 2020, down 5% quarter-over-quarter.
- 60 funds opened new W.P. Carey positions in Q3 2020 and 59 closed out, a net change of +1 holder.
- The largest W.P. Carey buyer in Q3 2020 was Daiwa Securities Group, an estimated $195M added.
- The largest W.P. Carey seller in Q3 2020 was PGGM Investments, an estimated $82.6M sold.
Based on aggregated 13F filings for Q3 2020.