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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
American Century Companies
26
American Century Companies
Missouri
$74.6M +$5.19M +69,126 +8%
Barclays
27
Barclays
United Kingdom
$69.7M +$11.3M +149,845 +20%
AAMU
28
APG Asset Management US
New York
$64.8M -$5.3M -70,591 -8%
LPL Financial
29
LPL Financial
California
$63.8M +$967K +12,869 +2%
Swiss National Bank
30
Swiss National Bank
Switzerland
$61.3M -$3.98M -52,932 -6%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$56M -$1.77M -23,538 -3%
Brown Advisory
32
Brown Advisory
Maryland
$52.3M -$10.1M -134,796 -16%
Wells Fargo
33
Wells Fargo
California
$49M +$5.15M +68,585 +12%
VRS
34
Virginia Retirement Systems
Virginia
$48.1M -$7.06M -94,034 -13%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$44.3M +$15.9M +212,164 +58%
ZIM
36
Zacks Investment Management
Illinois
$42.7M +$51.9M +690,813 +129%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$40M +$1.58M +20,977 +4%
Bank of America
38
Bank of America
North Carolina
$39.6M +$474K +6,311 +1%
N
39
Nuveen
North Carolina
$38.8M +$303K +4,037 +0.8%
Allianz Asset Management
40
Allianz Asset Management
Germany
$36.5M -$849K -11,308 -2%
ACM
41
Advisors Capital Management
New Jersey
$36.1M -$13.9K -185 -0%
Asset Management One
42
Asset Management One
Japan
$36.1M +$2.63M +35,061 +8%
CS
43
Credit Suisse
Switzerland
$33.2M +$7.8M +103,801 +31%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$31.7M +$6.7M +89,243 +27%
Goldman Sachs
45
Goldman Sachs
New York
$30.4M -$18.6M -247,534 -38%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$30M -$14.7M -195,307 -33%
SSA
47
Schonfeld Strategic Advisors
New York
$29.5M +$26.3M +350,124 +984%
Osaic Holdings
48
Osaic Holdings
Arizona
$29.5M -$963K -12,818 -3%
Millennium Management
49
Millennium Management
New York
$28.2M +$23.1M +307,951 +511%
Ohio Public Employees Retirement System (OPERS)
50
Ohio Public Employees Retirement System (OPERS)
Ohio
$27.4M -$5.54M -73,736 -17%
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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.