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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 %
MSRPS
301
Maryland State Retirement & Pension System
Maryland
$877K – – –
AOWM
302
Alpha Omega Wealth Management
Virginia
$871K -$48.3K -911 -5%
BAM
303
Belpointe Asset Management
Nevada
$861K +$192K +3,621 +29%
HKAM
304
Horizon Kinetics Asset Management
New York
$854K +$133K +2,502 +18%
QCM
305
Quantinno Capital Management
New York
$842K +$842K +15,894 New
TYCC
306
Texas Yale Capital Corp
Florida
$827K +$265 +5 +0%
IAA
307
Independent Advisor Alliance
North Carolina
$824K -$177K -3,350 -18%
LFA
308
LGT Financial Advisors
Texas
$822K +$32.3K +609 +4%
CWM
309
C2C Wealth Management
Arizona
$802K +$23.9K +459 +3%
AI
310
AXS Investments
New York
$799K +$799K +15,081 New
FC
311
FORA Capital
Florida
$798K -$813K -15,344 -50%
VPIM
312
Vanguard Personalized Indexing Management
California
$795K +$272K +5,130 +52%
BL
313
BFSG LLC
California
$789K +$301K +5,691 +62%
EAM
314
Erste Asset Management
Austria
$787K -$230K -4,289 -23%
Rockefeller Capital Management
315
Rockefeller Capital Management
New York
$778K +$8.85K +167 +1%
CRC
316
Curi RMB Capital
Illinois
$777K – – –
CWM
317
Cornerstone Wealth Management
Missouri
$769K -$2.33K -44 -0.3%
FRM
318
Fox Run Management
Connecticut
$766K +$217K +4,102 +40%
Nordea Investment Management
319
Nordea Investment Management
Sweden
$765K – – –
ASN
320
Advisory Services Network
Georgia
$764K +$45K +850 +6%
C1AG
321
Client 1st Advisory Group
Florida
$758K +$111K +2,093 +17%
NW
322
Naviter Wealth
Arkansas
$754K +$194K +3,589 +35%
SPC
323
Sigma Planning Corp
Michigan
$752K -$58.5K -1,104 -7%
GCP
324
Garda Capital Partners
Minnesota
$751K +$751K +14,181 New
KA
325
Kovack Advisors
Florida
$751K +$297K +5,598 +65%
11 12
13
14 15