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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
GWM
251
Geneos Wealth Management
Colorado
$1.35M -$307K -5,805 -19%
ABC
252
Associated Banc-Corp
Wisconsin
$1.34M – – –
HCA
253
Horan Capital Advisors
Ohio
$1.32M -$19.1K -360 -1%
SDIC
254
South Dakota Investment Council
South Dakota
$1.31M – – –
AI
255
Atria Investments
North Carolina
$1.29M +$9.69K +183 +0.8%
Thrivent Financial for Lutherans
256
Thrivent Financial for Lutherans
Minnesota
$1.27M -$886K -16,627 -41%
WWA
257
WCG Wealth Advisors
Nevada
$1.22M +$1.22M +23,096 New
GI
258
GAMCO Investors
Connecticut
$1.22M +$162K +3,063 +15%
CT
259
Colonial Trust
South Carolina
$1.2M +$27.4K +517 +2%
ATC
260
Argent Trust Co
Tennessee
$1.2M +$227K +4,293 +23%
AWA
261
Arete Wealth Advisors
Illinois
$1.19M -$40K -755 -3%
AAA
262
Adams Asset Advisors
Texas
$1.18M +$909K +17,157 +333%
RCM
263
RB Capital Management
Nevada
$1.17M -$16.8K -318 -1%
RPSA
264
Richard P. Slaughter Associates
Texas
$1.16M +$207K +3,908 +22%
WorldQuant Millennium Advisors
265
WorldQuant Millennium Advisors
New York
$1.15M -$3.66M -69,029 -76%
Public Employees Retirement Association of Colorado
266
Public Employees Retirement Association of Colorado
Colorado
$1.14M – – –
JWM
267
Jeppson Wealth Management
California
$1.14M +$285K +5,376 +33%
Public Sector Pension Investment Board (PSP Investments)
268
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.11M – – –
AB
269
Amalgamated Bank
New York
$1.1M +$1.17K +22 +0.1%
MHS
270
M Holdings Securities
Oregon
$1.09M +$752K +14,204 +223%
HIA
271
Harbor Investment Advisory
Maryland
$1.08M +$180K +3,403 +20%
GIBU
272
Gulf International Bank (UK)
United Kingdom
$1.07M -$90.5K -1,709 -8%
CB
273
Commerce Bank
Missouri
$1.07M -$6.1M -115,111 -85%
DAS
274
Dynamic Advisor Solutions
Arizona
$1.06M +$39.1K +739 +4%
DBRC
275
D.B. Root & Company
Pennsylvania
$1.06M -$41.1K -776 -4%
9 10
11
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