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W.P. Carey
WPC

780 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2023 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 182 increasing their positions, 476 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more call options, than puts

Call options by funds: $169M | Put options by funds: $61.4M

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

57% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 76

39% more capital invested

Capital invested by funds: $7.59B → $10.6B (+$3B)

7.84% more ownership

Funds ownership: 66.76% → 74.6% (+7.8%)

5% more funds holding

Funds holding: 745 → 780 (+35)

62% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 476

Holders
780
Holders Change
+35
Holders Change %
+4.7%
% of All Funds
11.37%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
119
Increased
182
Reduced
476
Closed
76
Calls
$169M
Puts
$61.4M
Net Calls
+$108M
Net Calls Change
-$19M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$594M
2
Cohen & Steers
Cohen & Steers
New York
+$304M
3
State Street
State Street
Massachusetts
+$147M
4
Morgan Stanley
Morgan Stanley
New York
+$103M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$83.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$83.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$55.1M
3
Ameriprise
Ameriprise
Minnesota
-$45.4M
4
American Century Companies
American Century Companies
Missouri
-$24.1M
5
SSA
Schonfeld Strategic Advisors
New York
-$22.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ABC
251
Associated Banc-Corp
Wisconsin
$1.61M -$30K -521 -2%
GAM
252
Griffin Asset Management
New York
$1.6M +$290K +5,033 +26%
BCIM
253
British Columbia Investment Management
British Columbia, Canada
$1.6M +$284K +4,925 +25%
SDIC
254
South Dakota Investment Council
South Dakota
$1.57M -$29.3K -509 -2%
OTPPB
255
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.55M +$600K +10,420 +77%
VI
256
Versor Investments
New York
$1.55M +$624K +10,831 +83%
RPSA
257
Richard P. Slaughter Associates
Texas
$1.53M +$96.6K +1,676 +8%
VPIM
258
Vanguard Personalized Indexing Management
California
$1.53M +$493K +8,561 +57%
Federated Hermes
259
Federated Hermes
Pennsylvania
$1.52M +$1.35M +23,401 New
HCA
260
Horan Capital Advisors
Ohio
$1.52M -$83.4K -1,447 -6%
EI
261
Ethic Inc
New York
$1.49M +$648K +11,256 +96%
GI
262
GAMCO Investors
Connecticut
$1.46M -$27.4K -475 -2%
BA
263
Bridgewater Associates
Connecticut
$1.45M +$539K +9,358 +72%
AAA
264
Adams Asset Advisors
Texas
$1.44M -$2.02K -35 -0.2%
WA
265
Wealthstar Advisors
Texas
$1.41M -$215K -3,736 -15%
Citadel Advisors
266
Citadel Advisors
Florida
$1.38M -$13.1M -226,737 -91%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$1.38M -$252K -4,371 -17%
Public Employees Retirement Association of Colorado
268
Public Employees Retirement Association of Colorado
Colorado
$1.37M -$25.5K -443 -2%
TC
269
Truvestments Capital
Florida
$1.36M -$620K -10,766 -34%
Public Sector Pension Investment Board (PSP Investments)
270
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.35M -$14K -243 -1%
JWM
271
Jeppson Wealth Management
California
$1.35M -$40.8K -709 -3%
WWA
272
WCG Wealth Advisors
Nevada
$1.35M -$132K -2,298 -10%
AWA
273
Arete Wealth Advisors
Illinois
$1.35M -$95.1K -1,651 -7%
EAM
274
Erste Asset Management
Austria
$1.33M +$317K +5,498 +37%
RCM
275
RB Capital Management
Nevada
$1.31M -$115K -1,992 -9%
9 10
11
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WPC Hedge Fund Activity: Q4 2023 in Review

780 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q4 2023, worth a combined $10.6B — up 39% from $7.59B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new WPC positions and 76 closed out — a net gain of 43 holders — while 182 added to existing stakes and 476 trimmed.

The largest buyer was BlackRock, adding an estimated $594M. The largest seller was JP Morgan Chase, cutting an estimated $83.4M.

  • 780 institutional investors held W.P. Carey (WPC) as of Q4 2023, up from 745 in Q3 2023.
  • Funds reported $10.6B of W.P. Carey stock for Q4 2023, up 39% quarter-over-quarter.
  • 119 funds opened new W.P. Carey positions in Q4 2023 and 76 closed out, a net change of +43 holders.
  • The largest W.P. Carey buyer in Q4 2023 was BlackRock, an estimated $594M added.
  • The largest W.P. Carey seller in Q4 2023 was JP Morgan Chase, an estimated $83.4M sold.

Based on aggregated 13F filings for Q4 2023.