W.P. Carey
WPC
837 hedge funds and large institutions have $10.5B invested in W.P. Carey in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 347 increasing their positions, 272 reducing their positions, and 62 closing their positions.
269% more call options, than puts
Call options by funds: $106M | Put options by funds: $28.7M
28% more repeat investments, than reductions
Existing positions increased: 347 | Existing positions reduced: 272
3% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 62
0.46% more ownership
Funds ownership: 66.86% → 67.32% (+0.46%)
2% less funds holding
Funds holding: 854 → 837 (-17)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
12% less capital invested
Capital invested by funds: $12B → $10.5B (-$1.49B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$168M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$103M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$91.9M |
| 4 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$30.8M |
| 5 |
BlackRock
New York
|
+$30M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$78.5M |
| 2 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$52M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$46.4M |
| 4 |
Barclays
London,
United Kingdom
|
-$39.3M |
| 5 |
Millennium Management
New York
|
-$28.2M |
WPC Hedge Fund Activity: Q1 2023 in Review
837 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q1 2023, worth a combined $10.5B — down 12% from $12B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new WPC positions and 62 closed out — a net gain of 2 holders — while 347 added to existing stakes and 272 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $168M. The largest seller was Resolution Capital, cutting an estimated $78.5M.
- 837 institutional investors held W.P. Carey (WPC) as of Q1 2023, down from 854 in Q4 2022.
- Funds reported $10.5B of W.P. Carey stock for Q1 2023, down 12% quarter-over-quarter.
- 64 funds opened new W.P. Carey positions in Q1 2023 and 62 closed out, a net change of +2 holders.
- The largest W.P. Carey buyer in Q1 2023 was JP Morgan Chase, an estimated $168M added.
- The largest W.P. Carey seller in Q1 2023 was Resolution Capital, an estimated $78.5M sold.
Based on aggregated 13F filings for Q1 2023.