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W.P. Carey
WPC

Overview Fund Activity

773 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 182 increasing their positions, 471 reducing their positions, and 76 closing their positions.

Holders
773
Holders Change
+33
Holders Change %
+4.46%
% of All Funds
11.33%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
117
Increased
182
Reduced
471
Closed
76
Calls
$169M
Puts
$61.4M
Net Calls
+$108M
Net Calls Change
-$19M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.71B
2
Cohen & Steers
2
Cohen & Steers
New York
$732M
3
State Street
3
State Street
Massachusetts
$848M
4
Morgan Stanley
4
Morgan Stanley
New York
$246M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$166M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$260M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.27M
3
Ameriprise
3
Ameriprise
Minnesota
$52.3M
4
American Century Companies
4
American Century Companies
Missouri
$48.6M
5
SSA
5
Schonfeld Strategic Advisors
New York
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
251
Griffin Asset Management
New York
$1.6M +$326K +5,033 +26%
BCIM
252
British Columbia Investment Management
British Columbia, Canada
$1.6M +$319K +4,925 +25%
SDIC
253
South Dakota Investment Council
South Dakota
$1.57M -$33K -509 -2%
OTPPB
254
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.55M +$675K +10,420 +77%
VI
255
Versor Investments
New York
$1.55M +$702K +10,831 +83%
RPSA
256
Richard P. Slaughter Associates
Texas
$1.53M +$109K +1,676 +8%
VPIM
257
Vanguard Personalized Indexing Management
California
$1.53M +$555K +8,561 +57%
Federated Hermes
258
Federated Hermes
Pennsylvania
$1.52M +$1.52M +23,401 New
HCA
259
Horan Capital Advisors
Ohio
$1.52M -$93.8K -1,447 -6%
EI
260
Ethic Inc
New York
$1.49M +$729K +11,256 +96%
GI
261
GAMCO Investors
Connecticut
$1.46M -$30.8K -475 -2%
BA
262
Bridgewater Associates
Connecticut
$1.45M +$606K +9,358 +72%
AAA
263
Adams Asset Advisors
Texas
$1.44M -$2.27K -35 -0.2%
WA
264
Wealthstar Advisors
Texas
$1.41M -$242K -3,736 -15%
Citadel Advisors
265
Citadel Advisors
Florida
$1.38M -$14.7M -226,737 -91%
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$1.38M -$283K -4,371 -17%
Public Employees Retirement Association of Colorado
267
Public Employees Retirement Association of Colorado
Colorado
$1.37M -$28.7K -443 -2%
TC
268
Truvestments Capital
Florida
$1.36M -$698K -10,766 -34%
Public Sector Pension Investment Board (PSP Investments)
269
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.35M -$15.7K -243 -1%
JWM
270
Jeppson Wealth Management
California
$1.35M -$46K -709 -3%
WWA
271
WCG Wealth Advisors
Nevada
$1.35M -$149K -2,298 -10%
AWA
272
Arete Wealth Advisors
Illinois
$1.35M -$107K -1,651 -7%
EAM
273
Erste Asset Management
Austria
$1.33M +$361K +5,498 +37%
RCM
274
RB Capital Management
Nevada
$1.31M -$129K -1,992 -9%
KBC Group
275
KBC Group
Belgium
$1.31M +$411K +6,344 +46%
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