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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$288M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
+$93M |
| 3 |
Balyasny Asset Management
Chicago,
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
Frankfurt Am Main Ge,
Germany
|
-$66.7M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$60.9M |
| 3 |
JP Morgan Chase
New York
|
-$55.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$45.3M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$39.8M |
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.