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W.P. Carey
WPC

Overview Fund Activity

832 hedge funds and large institutions have $10.5B invested in W.P. Carey in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 345 increasing their positions, 271 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
-15
Holders Change %
-1.77%
% of All Funds
13.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
64
Increased
345
Reduced
271
Closed
60
Calls
$106M
Puts
$28.7M
Net Calls
+$77.3M
Net Calls Change
+$23.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$160M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$87.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.3M
4
BlackRock
BlackRock
New York
+$28.5M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$21M

Top Sellers

1
RC
Resolution Capital
Australia
-$74.8M
2
ZIM
Zacks Investment Management
Illinois
-$49.5M
3
Capital World Investors
Capital World Investors
California
-$44.2M
4
Barclays
Barclays
United Kingdom
-$37.4M
5
Millennium Management
Millennium Management
New York
-$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
326
Perigon Wealth Management
California
$1.1M -$21.6K -285 -2%
PTC
327
Private Trust Company
Ohio
$1.1M -$115K -1,512 -9%
SAM
328
Shell Asset Management
Netherlands
$1.1M +$134K +1,764 +14%
CW
329
CIC Wealth
Maryland
$1.09M -$20.8K -274 -2%
PI
330
PEAK6 Investments
Illinois
$1.09M +$1.09M +14,376 New
MWM
331
Madison Wealth Management
Ohio
$1.08M – – –
XT
332
XTX Topco
Cayman Islands
$1.08M +$707K +9,322 +190%
RJT
333
Raymond James Trust
Florida
$1.07M +$98.4K +1,296 +10%
OAM
334
Ostrum Asset Management
France
$1.07M +$1.07M +14,153 New
LFA
335
Laraway Financial Advisors
Minnesota
$1.06M +$1.21K +16 +0.1%
CWM
336
C2C Wealth Management
Arizona
$1.06M – – –
TBC
337
Ted Buchan & Co
California
$1.04M +$24K +316 +2%
LMIM
338
Lockheed Martin Investment Management
Maryland
$1.04M – – –
NWM
339
NEIRG Wealth Management
Massachusetts
$1.04M – – –
NA
340
NewEdge Advisors
Louisiana
$1.03M -$64.2K -858 -6%
APW
341
Aurora Private Wealth
New Jersey
$1.03M -$118K -1,551 -10%
HKAM
342
Horizon Kinetics Asset Management
New York
$1.02M – – –
ASN
343
Advisory Services Network
Georgia
$1.02M -$92K -1,213 -8%
JWCA
344
J.W. Cole Advisors
Florida
$1.02M -$10.9K -144 -1%
CWM
345
Cornerstone Wealth Management
Missouri
$1.01M +$1.01M +13,339 New
SWP
346
Stratos Wealth Partners
Ohio
$1.01M -$215K -2,831 -18%
QCM
347
Quantinno Capital Management
New York
$1.01M +$557K +7,351 +124%
JWM
348
Jeppson Wealth Management
California
$1M +$117K +1,538 +13%
TRCT
349
Tower Research Capital (TRC)
New York
$999K +$389K +5,126 +64%
DILIC
350
Dai-ichi Life Insurance Company
Japan
$996K +$12.1K +160 +1%
12 13
14
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