W.P. Carey
780 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2023 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 182 increasing their positions, 476 reducing their positions, and 76 closing their positions.
176% more call options, than puts
Call options by funds: $169M | Put options by funds: $61.4M
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
57% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 76
39% more capital invested
Capital invested by funds: $7.59B → $10.6B (+$3B)
7.84% more ownership
Funds ownership: 66.76% → 74.6% (+7.8%)
5% more funds holding
Funds holding: 745 → 780 (+35)
62% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 476
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$594M |
| 2 |
Cohen & Steers
New York
|
+$304M |
| 3 |
State Street
Boston,
Massachusetts
|
+$147M |
| 4 |
Morgan Stanley
New York
|
+$103M |
| 5 |
Bank of New York Mellon
New York
|
+$83.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$83.4M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$55.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$45.4M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$24.1M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$22.8M |
WPC Hedge Fund Activity: Q4 2023 in Review
780 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q4 2023, worth a combined $10.6B — up 39% from $7.59B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new WPC positions and 76 closed out — a net gain of 43 holders — while 182 added to existing stakes and 476 trimmed.
The largest buyer was BlackRock, adding an estimated $594M. The largest seller was JP Morgan Chase, cutting an estimated $83.4M.
- 780 institutional investors held W.P. Carey (WPC) as of Q4 2023, up from 745 in Q3 2023.
- Funds reported $10.6B of W.P. Carey stock for Q4 2023, up 39% quarter-over-quarter.
- 119 funds opened new W.P. Carey positions in Q4 2023 and 76 closed out, a net change of +43 holders.
- The largest W.P. Carey buyer in Q4 2023 was BlackRock, an estimated $594M added.
- The largest W.P. Carey seller in Q4 2023 was JP Morgan Chase, an estimated $83.4M sold.
Based on aggregated 13F filings for Q4 2023.