W.P. Carey
767 hedge funds and large institutions have $9.31B invested in W.P. Carey in 2021 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 286 increasing their positions, 197 reducing their positions, and 72 closing their positions.
101% more call options, than puts
Call options by funds: $95.6M | Put options by funds: $47.6M
89% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 72
52% more capital inflows, than outflows
Capital inflows: $498M | Capital outflows: $327M
45% more repeat investments, than reductions
Existing positions increased: 286 | Existing positions reduced: 197
7% more funds holding
Funds holding: 716 → 767 (+51)
0.62% more ownership
Funds ownership: 60.24% → 60.86% (+0.62%)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$59.7M |
| 2 |
BlackRock
New York
|
+$56.4M |
| 3 |
State Street
Boston,
Massachusetts
|
+$47.3M |
| 4 |
Renaissance Technologies
New York
|
+$24.6M |
| 5 |
Bank of New York Mellon
New York
|
+$23.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$45.5M |
| 2 |
RGREA
Ranger Global Real Estate Advisors
Denver,
Colorado
|
-$35.5M |
| 3 |
APG Asset Management US
New York
|
-$28M |
| 4 |
Blackstone Inc
New York
|
-$21M |
| 5 |
Weiss Multi-Strategy Advisers
New York
|
-$20.6M |
WPC Hedge Fund Activity: Q4 2021 in Review
767 of the 6,521 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q4 2021, worth a combined $9.31B — up 14% from $8.15B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new WPC positions and 72 closed out — a net gain of 64 holders — while 286 added to existing stakes and 197 trimmed.
The largest buyer was Ameriprise, adding an estimated $59.7M. The largest seller was Millennium Management, exiting entirely with an estimated $45.5M sold.
- 767 institutional investors held W.P. Carey (WPC) as of Q4 2021, up from 716 in Q3 2021.
- Funds reported $9.31B of W.P. Carey stock for Q4 2021, up 14% quarter-over-quarter.
- 136 funds opened new W.P. Carey positions in Q4 2021 and 72 closed out, a net change of +64 holders.
- The largest W.P. Carey buyer in Q4 2021 was Ameriprise, an estimated $59.7M added.
- The largest W.P. Carey seller in Q4 2021 was Millennium Management, an estimated $45.5M sold.
Based on aggregated 13F filings for Q4 2021.