W.P. Carey
798 hedge funds and large institutions have $9.35B invested in W.P. Carey in 2022 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 384 increasing their positions, 205 reducing their positions, and 87 closing their positions.
87% more repeat investments, than reductions
Existing positions increased: 384 | Existing positions reduced: 205
84% more call options, than puts
Call options by funds: $73.5M | Put options by funds: $39.9M
4.24% more ownership
Funds ownership: 66.63% → 70.87% (+4.2%)
6% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 87
2% less funds holding
Funds holding: 812 → 798 (-14)
10% less capital invested
Capital invested by funds: $10.4B → $9.35B (-$1.08B)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$72.8M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$44.9M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$36.5M |
| 4 |
JP Morgan Chase
New York
|
+$36.2M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
+$35.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ORIO
Old Republic International (ORI)
Chicago,
Illinois
|
-$43.3M |
| 2 |
PS
Presima Securities
Montreal,
Quebec, Canada
|
-$15M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$14M |
| 4 |
Goldman Sachs
New York
|
-$10.7M |
| 5 |
AAMU
APG Asset Management US
New York
|
-$10.6M |
WPC Hedge Fund Activity: Q3 2022 in Review
798 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q3 2022, worth a combined $9.35B — down 10% from $10.4B a quarter earlier.
Sellers outnumbered buyers: 87 funds closed out of WPC and 82 opened new positions — a net loss of 5 holders — while 205 trimmed existing stakes and 384 added.
The largest buyer was American Century Companies, adding an estimated $72.8M. The largest seller was Old Republic International (ORI), exiting entirely with an estimated $43.3M sold.
- 798 institutional investors held W.P. Carey (WPC) as of Q3 2022, down from 812 in Q2 2022.
- Funds reported $9.35B of W.P. Carey stock for Q3 2022, down 10% quarter-over-quarter.
- 82 funds opened new W.P. Carey positions in Q3 2022 and 87 closed out, a net change of -5 holders.
- The largest W.P. Carey buyer in Q3 2022 was American Century Companies, an estimated $72.8M added.
- The largest W.P. Carey seller in Q3 2022 was Old Republic International (ORI), an estimated $43.3M sold.
Based on aggregated 13F filings for Q3 2022.