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W.P. Carey
WPC

Overview Fund Activity

740 hedge funds and large institutions have $7.58B invested in W.P. Carey in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 282 increasing their positions, 280 reducing their positions, and 119 closing their positions.

Holders
740
Holders Change
-73
Holders Change %
-8.98%
% of All Funds
11.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
58
Increased
282
Reduced
280
Closed
119
Calls
$185M
Puts
$58.3M
Net Calls
+$127M
Net Calls Change
-$32.6M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$318M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$136M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$70.3M
4
WCP
4
Waterfront Capital Partners
New York
$36.6M
5
SSA
5
Schonfeld Strategic Advisors
New York
$29.9M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$13.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$289M
4
Citadel Advisors
4
Citadel Advisors
Florida
$13.1M
5
EWA
5
EP Wealth Advisors
California
$307K
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
226
M&T Bank
New York
$1.65M 30,366 -1,081 -3%
Axa
227
Axa
France
$1.65M 31,075 +16,958 +120%
HP
228
Hilltop Partners
Indiana
$1.64M 30,351 -1,360 -4%
EM
229
Excalibur Management
Massachusetts
$1.63M 30,142 +2,524 +9%
P
230
Paradiem
Louisiana
$1.61M 29,717 – –
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$1.6M 29,510 +1,008 +4%
MA
232
Mutual Advisors
Nebraska
$1.58M 29,235 -38,347 -57%
II
233
Inspire Investing
Idaho
$1.58M 29,175 -826 -3%
Baird Financial Group
234
Baird Financial Group
Wisconsin
$1.57M 29,112 -2,180 -7%
SOAMC
235
Spirit of America Management Corp
New York
$1.57M 28,950 -1,000 -3%
IWC
236
Integrated Wealth Concepts
Massachusetts
$1.56M 28,795 +368 +1%
TD Asset Management
237
TD Asset Management
Ontario, Canada
$1.55M 28,613 -74,217 -72%
1832 Asset Management
238
1832 Asset Management
Ontario, Canada
$1.53M 28,296 -18,796 -40%
HA
239
Herold Advisors
New York
$1.53M 28,237 +1,473 +6%
OAM
240
Ostrum Asset Management
France
$1.52M 28,130 +14,243 +103%
MPM
241
Meritage Portfolio Management
Kansas
$1.51M 27,864 -30,328 -52%
MC
242
Moors & Cabot
Massachusetts
$1.5M 27,760 +1,194 +4%
PI
243
PEAK6 Investments
Illinois
$1.46M 27,025 +21,688 +406%
BW
244
Bison Wealth
Georgia
$1.43M 26,534 -2,980 -10%
MCCP
245
Mission Creek Capital Partners
California
$1.4M 25,871 +795 +3%
APF
246
Alaska Permanent Fund
Alaska
$1.36M 25,194 -377 -1%
Jane Street
247
Jane Street
New York
$1.36M 25,132 -23,901 -49%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$1.36M 25,064 +2,649 +12%
WA
249
Wealthstar Advisors
Texas
$1.35M 25,042 -327 -1%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$1.35M 24,953 -4,008 -14%
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10
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