W.P. Carey
715 hedge funds and large institutions have $8.14B invested in W.P. Carey in 2021 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 325 increasing their positions, 168 reducing their positions, and 51 closing their positions.
93% more repeat investments, than reductions
Existing positions increased: 325 | Existing positions reduced: 168
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
55% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 51
43% more call options, than puts
Call options by funds: $139M | Put options by funds: $97.3M
3% more funds holding
Funds holding: 697 → 715 (+18)
1% more capital invested
Capital invested by funds: $8.09B → $8.14B (+$55.9M)
0.16% less ownership
Funds ownership: 61.66% → 61.5% (-0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$69.8M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$39.2M |
| 3 |
Blackstone Inc
New York
|
+$22.4M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$20.7M |
| 5 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$26.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$20M |
| 3 |
GCM
Ghisallo Capital Management
Boston,
Massachusetts
|
-$19.2M |
| 4 |
PS
Presima Securities
Montreal,
Quebec, Canada
|
-$15.9M |
| 5 |
HF
HRT Financial
New York
|
-$15.1M |
WPC Hedge Fund Activity: Q3 2021 in Review
715 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q3 2021, worth a combined $8.14B — up 0.69% from $8.09B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new WPC positions and 51 closed out — a net gain of 28 holders — while 325 added to existing stakes and 168 trimmed.
The largest buyer was Vanguard Group, adding an estimated $69.8M. The largest seller was Marshall Wace, cutting an estimated $26.8M.
- 715 institutional investors held W.P. Carey (WPC) as of Q3 2021, up from 697 in Q2 2021.
- Funds reported $8.14B of W.P. Carey stock for Q3 2021, up 0.69% quarter-over-quarter.
- 79 funds opened new W.P. Carey positions in Q3 2021 and 51 closed out, a net change of +28 holders.
- The largest W.P. Carey buyer in Q3 2021 was Vanguard Group, an estimated $69.8M added.
- The largest W.P. Carey seller in Q3 2021 was Marshall Wace, an estimated $26.8M sold.
Based on aggregated 13F filings for Q3 2021.