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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 %
Janus Henderson Group
276
Janus Henderson Group
United Kingdom
$1.05M -$1.89M -35,658 -64%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
277
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.04M +$1.04M +19,705 New
BCIM
278
British Columbia Investment Management
British Columbia, Canada
$1.04M +$1.11K +21 +0.1%
GAM
279
Griffin Asset Management
New York
$1.04M -$434K -8,197 -29%
RSWM
280
Robertson Stephens Wealth Management
California
$1.02M -$210K -3,888 -17%
Mackenzie Financial
281
Mackenzie Financial
Ontario, Canada
$1.02M -$289K -5,631 -22%
SWP
282
Stratos Wealth Partners
Ohio
$1.01M +$220K +4,153 +28%
JCM
283
Jag Capital Management
Missouri
$998K -$42.4K -800 -4%
LMIM
284
Lockheed Martin Investment Management
Maryland
$985K – – –
WA
285
Waverly Advisors
Alabama
$970K +$970K +18,311 New
EMPI
286
Elo Mutual Pension Insurance
Finland
$969K +$14.1K +266 +1%
BIAS
287
Beacon Investment Advisory Services
New Jersey
$961K -$6.14K -116 -0.6%
SPIA
288
Steward Partners Investment Advisory
New York
$955K +$126K +2,383 +15%
Schroder Investment Management Group
289
Schroder Investment Management Group
United Kingdom
$942K -$11.4K -216 -1%
AWM
290
Apollon Wealth Management
South Carolina
$933K -$148K -2,802 -14%
TPA
291
Trivium Point Advisory
Connecticut
$927K +$564 +11 +0.1%
TRCT
292
Tower Research Capital (TRC)
New York
$926K -$132K -2,494 -12%
FFA
293
Founders Financial Alliance
North Carolina
$910K -$8.32K -157 -0.9%
IWM
294
IHT Wealth Management
Illinois
$909K +$76.2K +1,439 +9%
AAP
295
Arax Advisory Partners
Colorado
$905K +$8K +151 +0.9%
Principal Financial Group
296
Principal Financial Group
Iowa
$901K +$46.8K +884 +5%
MGP
297
Metis Global Partners
California
$893K +$34.6K +653 +4%
BRWA
298
B. Riley Wealth Advisors
Florida
$888K -$833K -15,416 -48%
AAS
299
Ameritas Advisory Services
Nebraska
$885K +$666K +12,591 +304%
PAM
300
Panagora Asset Management
Massachusetts
$880K – – –
10 11
12
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