W.P. Carey
653 hedge funds and large institutions have $7.25B invested in W.P. Carey in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 268 increasing their positions, 185 reducing their positions, and 51 closing their positions.
51% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 51
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
48% more call options, than puts
Call options by funds: $118M | Put options by funds: $79.8M
45% more repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 185
2% more funds holding
Funds holding: 638 → 653 (+15)
3.34% less ownership
Funds ownership: 62.92% → 59.58% (-3.3%)
5% less capital invested
Capital invested by funds: $7.63B → $7.25B (-$382M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
APG Asset Management US
New York
|
+$96.5M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$65.5M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$40.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$38.3M |
| 5 |
Renaissance Technologies
New York
|
+$33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$328M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$162M |
| 3 |
JP Morgan Chase
New York
|
-$125M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$69.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$66.5M |
WPC Hedge Fund Activity: Q1 2021 in Review
653 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q1 2021, worth a combined $7.25B — down 5% from $7.63B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new WPC positions and 51 closed out — a net gain of 26 holders — while 268 added to existing stakes and 185 trimmed.
The largest buyer was APG Asset Management US, opening a new position worth an estimated $96.5M. The largest seller was Cohen & Steers, exiting entirely with an estimated $328M sold.
- 653 institutional investors held W.P. Carey (WPC) as of Q1 2021, up from 638 in Q4 2020.
- Funds reported $7.25B of W.P. Carey stock for Q1 2021, down 5% quarter-over-quarter.
- 77 funds opened new W.P. Carey positions in Q1 2021 and 51 closed out, a net change of +26 holders.
- The largest W.P. Carey buyer in Q1 2021 was APG Asset Management US, an estimated $96.5M added.
- The largest W.P. Carey seller in Q1 2021 was Cohen & Steers, an estimated $328M sold.
Based on aggregated 13F filings for Q1 2021.