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W.P. Carey
WPC

745 hedge funds and large institutions have $7.59B invested in W.P. Carey in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 285 increasing their positions, 280 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $185M | Put options by funds: $58.3M

1.64% more ownership

Funds ownership: 65.12% → 66.76% (+1.6%)

2% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 280

9% less funds holding

Funds holding: 818 → 745 (-73)

18% less capital invested

Capital invested by funds: $9.21B → $7.59B (-$1.62B)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

51% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 119

Holders
745
Holders Change
-73
Holders Change %
-8.92%
% of All Funds
11.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
58
Increased
285
Reduced
280
Closed
119
Calls
$185M
Puts
$58.3M
Net Calls
+$127M
Net Calls Change
-$32.6M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$288M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$93M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$51.4M
4
WCP
Waterfront Capital Partners
New York
+$44.2M
5
SSA
Schonfeld Strategic Advisors
New York
+$28.1M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$66.7M
2
EIP
Epoch Investment Partners
New York
-$60.9M
3
JP Morgan Chase
JP Morgan Chase
New York
-$55.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$45.3M
5
EWA
EP Wealth Advisors
California
-$39.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSS
801
Mitchell Sinkler & Starr
Pennsylvania
– -$312K -4,722 Closed
ECM
802
Evergreen Capital Management
Washington
– -$313K -4,714 Closed
DCM
803
Dupont Capital Management
Delaware
– -$311K -4,693 Closed
FHC
804
First Heartland Consultants
Missouri
– -$307K -4,641 Closed
PAMG
805
Patton Albertson Miller Group
Tennessee
– -$303K -4,586 Closed
RFC
806
Regions Financial Corp
Alabama
– -$301K -4,551 Closed
BAG
807
Bridgewealth Advisory Group
California
– -$286K -4,327 Closed
CIM
808
Cambria Investment Management
California
– -$279K -4,210 Closed
TWM
809
Thrive Wealth Management
Pennsylvania
– -$263K -3,975 Closed
VHAM
810
Van Hulzen Asset Management
California
– -$260K -3,930 Closed
SCA
811
Snowden Capital Advisors
New York
– -$257K -3,889 Closed
USCWA
812
U.S. Capital Wealth Advisors
Texas
– -$251K -3,792 Closed
SIM
813
Stratos Investment Management
Ohio
– -$250K -3,779 Closed
AWA
814
Arkadios Wealth Advisors
Georgia
– -$250K -3,776 Closed
TI
815
TTP Investments
California
– -$248K -3,755 Closed
SWM
816
Silverlake Wealth Management
Vermont
– -$247K -3,737 Closed
BBWP
817
Beacon Bridge Wealth Partners
Pennsylvania
– -$244K -3,689 Closed
NYLIM
818
New York Life Investment Management
New York
– -$243K -3,679 Closed
RWM
819
Ritholtz Wealth Management
New York
– -$241K -3,640 Closed
ESB
820
Essex Savings Bank
Connecticut
– -$241K -3,639 Closed
FAG
821
Fortitude Advisory Group
Washington
– -$241K -3,635 Closed
CM
822
Churchill Management
California
– -$240K -3,632 Closed
WSTAM
823
Wilbanks Smith & Thomas Asset Management
Virginia
– -$239K -3,618 Closed
LFAS
824
Level Four Advisory Services
Texas
– -$233K -3,522 Closed
MGIA
825
Moneta Group Investment Advisors
Missouri
– -$231K -3,489 Closed
31 32
33
34 35

WPC Hedge Fund Activity: Q3 2023 in Review

745 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q3 2023, worth a combined $7.59B — down 18% from $9.21B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of WPC and 58 opened new positions — a net loss of 61 holders — while 280 trimmed existing stakes and 285 added.

The largest buyer was Cohen & Steers, adding an estimated $288M. The largest seller was Deutsche Bank, cutting an estimated $66.7M.

  • 745 institutional investors held W.P. Carey (WPC) as of Q3 2023, down from 818 in Q2 2023.
  • Funds reported $7.59B of W.P. Carey stock for Q3 2023, down 18% quarter-over-quarter.
  • 58 funds opened new W.P. Carey positions in Q3 2023 and 119 closed out, a net change of -61 holders.
  • The largest W.P. Carey buyer in Q3 2023 was Cohen & Steers, an estimated $288M added.
  • The largest W.P. Carey seller in Q3 2023 was Deutsche Bank, an estimated $66.7M sold.

Based on aggregated 13F filings for Q3 2023.