W.P. Carey
812 hedge funds and large institutions have $10.4B invested in W.P. Carey in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 360 increasing their positions, 197 reducing their positions, and 55 closing their positions.
226% more call options, than puts
Call options by funds: $143M | Put options by funds: $44M
83% more repeat investments, than reductions
Existing positions increased: 360 | Existing positions reduced: 197
75% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 55
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
11% more capital invested
Capital invested by funds: $9.36B → $10.4B (+$1.07B)
4.85% more ownership
Funds ownership: 61.78% → 66.63% (+4.8%)
3% more funds holding
Funds holding: 785 → 812 (+27)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$261M |
| 2 |
JP Morgan Chase
New York
|
+$154M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$126M |
| 4 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$101M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$92.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
-$51.1M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$42.5M |
| 3 |
AAMU
APG Asset Management US
New York
|
-$22.1M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$18.3M |
| 5 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
-$17.8M |
WPC Hedge Fund Activity: Q2 2022 in Review
812 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2022, worth a combined $10.4B — up 11% from $9.36B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new WPC positions and 55 closed out — a net gain of 41 holders — while 360 added to existing stakes and 197 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $261M. The largest seller was Nordea Investment Management, cutting an estimated $51.1M.
- 812 institutional investors held W.P. Carey (WPC) as of Q2 2022, up from 785 in Q1 2022.
- Funds reported $10.4B of W.P. Carey stock for Q2 2022, up 11% quarter-over-quarter.
- 96 funds opened new W.P. Carey positions in Q2 2022 and 55 closed out, a net change of +41 holders.
- The largest W.P. Carey buyer in Q2 2022 was Capital World Investors, an estimated $261M added.
- The largest W.P. Carey seller in Q2 2022 was Nordea Investment Management, an estimated $51.1M sold.
Based on aggregated 13F filings for Q2 2022.