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W.P. Carey
WPC

854 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 333 increasing their positions, 254 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $91.3M | Put options by funds: $37M

125% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 56

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

31% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 254

28% more capital invested

Capital invested by funds: $9.35B → $12B (+$2.64B)

7% more funds holding

Funds holding: 798 → 854 (+56)

4.01% less ownership

Funds ownership: 70.87% → 66.86% (-4%)

Holders
854
Holders Change
+56
Holders Change %
+7.02%
% of All Funds
13.73%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
126
Increased
333
Reduced
254
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$91.5M
2
BlackRock
BlackRock
New York
+$58M
3
ZIM
Zacks Investment Management
Illinois
+$51.9M
4
PI
PGGM Investments
Netherlands
+$42.5M
5
State Street
State Street
Massachusetts
+$40.5M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$210M
2
CIM
Centersquare Investment Management
Pennsylvania
-$28.4M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$23.9M
4
Goldman Sachs
Goldman Sachs
New York
-$18.6M
5
N
Natixis
France
-$18.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
226
Qube Research & Technologies (QRT)
United Kingdom
$2.26M -$23.9M -317,756 -91%
DnB Asset Management
227
DnB Asset Management
Norway
$2.25M -$59.9K -798 -3%
HA
228
Herold Advisors
New York
$2.23M +$1.13K +15 +0.1%
AG
229
Ascent Group
Virginia
$2.22M -$59.3K -790 -3%
EM
230
Excalibur Management
Massachusetts
$2.2M +$35.7K +475 +2%
US Bancorp
231
US Bancorp
Minnesota
$2.2M +$12.2K +163 +0.6%
Marshall Wace
232
Marshall Wace
United Kingdom
$2.18M +$1.28M +17,040 +149%
GWM
233
Geneos Wealth Management
Colorado
$2.18M +$64.4K +858 +3%
VOYA Investment Management
234
VOYA Investment Management
Georgia
$2.18M -$8.87M -118,097 -81%
GWA
235
Gibson Wealth Advisors
Texas
$2.14M +$2.11M +28,043 +6,204%
PFA
236
Pathway Financial Advisers
Indiana
$2.13M +$2.1M +27,897 New
MAM
237
Morse Asset Management
Connecticut
$2.13M +$24.9K +332 +1%
EPFB
238
Employees Provident Fund Board
Malaysia
$2.11M -$2.14M -28,533 -51%
RSWM
239
Robertson Stephens Wealth Management
California
$2.11M +$2.04M +27,171 New
II
240
Inspire Investing
Idaho
$2.1M +$124K +1,656 +6%
TC
241
Truvestments Capital
Florida
$2.08M -$50.5K -673 -2%
MC
242
Moors & Cabot
Massachusetts
$2.07M -$2.4K -32 -0.1%
ProShare Advisors
243
ProShare Advisors
Maryland
$2.07M +$99.7K +1,327 +5%
PC
244
Prairiewood Capital
North Dakota
$2.07M +$224K +2,978 +12%
SWA
245
Stratos Wealth Advisors
Ohio
$2.06M -$66K -879 -3%
QT
246
Quantbot Technologies
New York
$2.04M +$1.93M +25,656 +2,656%
WSTAM
247
Wilbanks Smith & Thomas Asset Management
Virginia
$2.01M +$78K +1,039 +4%
MCIA
248
Mountain Capital Investment Advisors
Colorado
$2.01M +$342K +4,550 +22%
Holocene Advisors
249
Holocene Advisors
New York
$1.99M +$169K +2,248 +9%
WA
250
Wealthstar Advisors
Texas
$1.98M -$27.3K -364 -1%
8 9
10
11 12

WPC Hedge Fund Activity: Q4 2022 in Review

854 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q4 2022, worth a combined $12B — up 28% from $9.35B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new WPC positions and 56 closed out — a net gain of 70 holders — while 333 added to existing stakes and 254 trimmed.

The largest buyer was Vanguard Group, adding an estimated $91.5M. The largest seller was JP Morgan Chase, cutting an estimated $210M.

  • 854 institutional investors held W.P. Carey (WPC) as of Q4 2022, up from 798 in Q3 2022.
  • Funds reported $12B of W.P. Carey stock for Q4 2022, up 28% quarter-over-quarter.
  • 126 funds opened new W.P. Carey positions in Q4 2022 and 56 closed out, a net change of +70 holders.
  • The largest W.P. Carey buyer in Q4 2022 was Vanguard Group, an estimated $91.5M added.
  • The largest W.P. Carey seller in Q4 2022 was JP Morgan Chase, an estimated $210M sold.

Based on aggregated 13F filings for Q4 2022.