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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 Holding Trade Value Shares
Change 		Shares
Change %
AOWM
301
Alpha Omega Wealth Management
Virginia
$1.15M -$15.3K -231 -1%
FFA
302
Founders Financial Alliance
North Carolina
$1.15M +$47.8K +723 +4%
HIA
303
Harbor Investment Advisory
Maryland
$1.13M -$12K -182 -1%
AAP
304
Arax Advisory Partners
Colorado
$1.12M -$83.7K -1,265 -7%
PAM
305
Panagora Asset Management
Massachusetts
$1.1M – – –
MSRPS
306
Maryland State Retirement & Pension System
Maryland
$1.1M – – –
MGP
307
Metis Global Partners
California
$1.07M +$824K +12,453 +331%
JWM
308
Jeppson Wealth Management
California
$1.07M +$193K +2,919 +22%
Principal Financial Group
309
Principal Financial Group
Iowa
$1.07M -$343K -5,188 -24%
IWM
310
IHT Wealth Management
Illinois
$1.04M -$50.4K -762 -5%
SPIA
311
Steward Partners Investment Advisory
New York
$1.04M +$13.8K +208 +1%
TYCC
312
Texas Yale Capital Corp
Florida
$1.03M -$13.6K -205 -1%
LMIM
313
Lockheed Martin Investment Management
Maryland
$1.02M +$108K +1,634 +12%
CWM
314
C2C Wealth Management
Arizona
$1.02M – – –
SPC
315
Sigma Planning Corp
Michigan
$1.01M -$224K -3,378 -18%
PA
316
PFG Advisors
Arizona
$1.01M -$10.7K -161 -1%
SWP
317
Stratos Wealth Partners
Ohio
$987K +$106K +1,606 +12%
LFA
318
LGT Financial Advisors
Texas
$987K +$6.09K +92 +0.6%
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$973K +$836K +12,634 +612%
CRC
320
Curi RMB Capital
Illinois
$970K – – –
CWM
321
Cornerstone Wealth Management
Missouri
$963K +$80.5K +1,217 +9%
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
$961K -$25.7K -388 -3%
Axa
323
Axa
France
$954K -$15.2K -230 -2%
Nordea Investment Management
324
Nordea Investment Management
Sweden
$953K +$135K +2,033 +17%
MWM
325
Madison Wealth Management
Ohio
$946K – – –
11 12
13
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