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W.P. Carey
WPC

Overview Fund Activity

813 hedge funds and large institutions have $9.19B invested in W.P. Carey in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 312 increasing their positions, 294 reducing their positions, and 87 closing their positions.

Holders
813
Holders Change
-19
Holders Change %
-2.28%
% of All Funds
12.82%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
74
Increased
312
Reduced
294
Closed
87
Calls
$215M
Puts
$55.3M
Net Calls
+$160M
Net Calls Change
+$82.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$100M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$73.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$63.2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$41.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$34.7M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$37.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$85.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.45M
5
RC
5
Resolution Capital
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DBRC
276
D.B. Root & Company
Pennsylvania
$1.37M 20,340 -1,358 -6%
AB
277
Amalgamated Bank
New York
$1.37M 20,341 -816 -4%
EH
278
Equitable Holdings
New York
$1.37M 20,316 -601 -3%
MCIA
279
Mountain Capital Investment Advisors
Colorado
$1.36M 18,650 -5,653 -23%
AWM
280
Apollon Wealth Management
South Carolina
$1.35M 19,993 +3,422 +21%
Parallax Volatility Advisers
281
Parallax Volatility Advisers
California
$1.35M 19,960 +19,960 New
GI
282
GAMCO Investors
Connecticut
$1.32M 19,600 – –
TRCT
283
Tower Research Capital (TRC)
New York
$1.32M 19,558 +6,662 +52%
BCIM
284
British Columbia Investment Management
British Columbia, Canada
$1.3M 19,277 +753 +4%
JCM
285
Jag Capital Management
Missouri
$1.3M 19,246 -2,500 -11%
TBC
286
Ted Buchan & Co
California
$1.29M 19,089 +5,602 +42%
GRP
287
Global Retirement Partners
California
$1.29M 19,039 +2,201 +13%
DAS
288
Dynamic Advisor Solutions
Arizona
$1.27M 18,868 -277 -1%
EAM
289
Erste Asset Management
Austria
$1.26M 18,600 +2,300 +14%
HAS
290
HBW Advisory Services
California
$1.26M 18,651 +1,107 +6%
National Bank of Canada
291
National Bank of Canada
Quebec, Canada
$1.25M 18,296 +17,409 +1,963%
IAA
292
Independent Advisor Alliance
North Carolina
$1.25M 18,512 -603 -3%
CCM
293
Community Capital Management
Florida
$1.24M 18,400 -6,250 -25%
ATC
294
Argent Trust Co
Tennessee
$1.21M 17,948 +1,110 +7%
BIAS
295
Beacon Investment Advisory Services
New Jersey
$1.21M 17,883 +1,816 +11%
RPSA
296
Richard P. Slaughter Associates
Texas
$1.2M 17,711 +1,544 +10%
TPA
297
Trivium Point Advisory
Connecticut
$1.19M 17,681 -1,097 -6%
EMPI
298
Elo Mutual Pension Insurance
Finland
$1.19M 17,660 +973 +6%
Schroder Investment Management Group
299
Schroder Investment Management Group
United Kingdom
$1.19M 17,639 -1,443 -8%
Cerity Partners
300
Cerity Partners
New York
$1.16M 17,143 +4,675 +37%
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