W.P. Carey
WPC
819 hedge funds and large institutions have $9.21B invested in W.P. Carey in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 314 increasing their positions, 294 reducing their positions, and 87 closing their positions.
288% more call options, than puts
Call options by funds: $215M | Put options by funds: $55.3M
7% more repeat investments, than reductions
Existing positions increased: 314 | Existing positions reduced: 294
2.01% less ownership
Funds ownership: 67.13% → 65.12% (-2%)
2% less funds holding
Funds holding: 837 → 819 (-18)
13% less capital invested
Capital invested by funds: $10.6B → $9.21B (-$1.43B)
14% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 87
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$105M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
+$72M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$59.8M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$41.9M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$38.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$202M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$87.3M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$85.1M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$64.9M |
| 5 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$31.8M |
WPC Hedge Fund Activity: Q2 2023 in Review
819 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2023, worth a combined $9.21B — down 13% from $10.6B a quarter earlier.
Sellers outnumbered buyers: 87 funds closed out of WPC and 75 opened new positions — a net loss of 12 holders — while 294 trimmed existing stakes and 314 added.
The largest buyer was Cohen & Steers, opening a new position worth an estimated $105M. The largest seller was Capital World Investors, exiting entirely with an estimated $202M sold.
- 819 institutional investors held W.P. Carey (WPC) as of Q2 2023, down from 837 in Q1 2023.
- Funds reported $9.21B of W.P. Carey stock for Q2 2023, down 13% quarter-over-quarter.
- 75 funds opened new W.P. Carey positions in Q2 2023 and 87 closed out, a net change of -12 holders.
- The largest W.P. Carey buyer in Q2 2023 was Cohen & Steers, an estimated $105M added.
- The largest W.P. Carey seller in Q2 2023 was Capital World Investors, an estimated $202M sold.
Based on aggregated 13F filings for Q2 2023.