W.P. Carey
WPC
638 hedge funds and large institutions have $7.63B invested in W.P. Carey in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 225 increasing their positions, 194 reducing their positions, and 59 closing their positions.
75% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 59
53% more call options, than puts
Call options by funds: $74.5M | Put options by funds: $48.7M
16% more repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 194
6% more capital invested
Capital invested by funds: $7.17B → $7.63B (+$464M)
5% more funds holding
Funds holding: 605 → 638 (+33)
1.61% less ownership
Funds ownership: 64.53% → 62.92% (-1.6%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$60.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$59M |
| 3 |
JP Morgan Chase
New York
|
+$28.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$27.8M |
| 5 |
PS
Presima Securities
Montreal,
Quebec, Canada
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$88.9M |
| 2 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$66.9M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$50.3M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
-$30.6M |
| 5 |
Millennium Management
New York
|
-$29.9M |
WPC Hedge Fund Activity: Q4 2020 in Review
638 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q4 2020, worth a combined $7.63B — up 6.5% from $7.17B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new WPC positions and 59 closed out — a net gain of 44 holders — while 225 added to existing stakes and 194 trimmed.
The largest buyer was BlackRock, adding an estimated $60.8M. The largest seller was Cohen & Steers, cutting an estimated $88.9M.
- 638 institutional investors held W.P. Carey (WPC) as of Q4 2020, up from 605 in Q3 2020.
- Funds reported $7.63B of W.P. Carey stock for Q4 2020, up 6.5% quarter-over-quarter.
- 103 funds opened new W.P. Carey positions in Q4 2020 and 59 closed out, a net change of +44 holders.
- The largest W.P. Carey buyer in Q4 2020 was BlackRock, an estimated $60.8M added.
- The largest W.P. Carey seller in Q4 2020 was Cohen & Steers, an estimated $88.9M sold.
Based on aggregated 13F filings for Q4 2020.