W.P. Carey
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$91.5M |
| 2 |
BlackRock
New York
|
+$58M |
| 3 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$51.9M |
| 4 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$42.5M |
| 5 |
State Street
Boston,
Massachusetts
|
+$40.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$210M |
| 2 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$28.4M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$23.9M |
| 4 |
Goldman Sachs
New York
|
-$18.6M |
| 5 |
N
Natixis
Paris,
France
|
-$18.1M |
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.