WPC icon

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 %
Cerity Partners
326
Cerity Partners
New York
$750K -$177K -3,347 -19%
D.E. Shaw & Co
327
D.E. Shaw & Co
New York
$749K -$3.37M -63,688 -82%
Walleye Capital
328
Walleye Capital
New York
$748K +$124K +2,336 +20%
GRP
329
Global Retirement Partners
California
$740K -$254K -4,966 -26%
CW
330
Connectus Wealth
Ohio
$738K +$738K +13,932 New
KBC Group
331
KBC Group
Belgium
$731K -$728K -13,733 -50%
FCA
332
FLC Capital Advisors
California
$726K – – –
PTC
333
Private Trust Company
Ohio
$725K -$12.3K -233 -2%
APW
334
Aurora Private Wealth
New Jersey
$721K -$1.96K -37 -0.3%
VIM
335
Vista Investment Management
Pennsylvania
$721K -$20.1K -380 -3%
SI
336
Stephens Inc
Arkansas
$720K -$25.7K -485 -3%
OTPPB
337
Ontario Teachers' Pension Plan Board
Ontario, Canada
$717K +$717K +13,541 New
DILIC
338
Dai-ichi Life Insurance Company
Japan
$717K -$7.01M -132,333 -91%
RJT
339
Raymond James Trust
Florida
$715K -$35.5K -671 -5%
JWCA
340
J.W. Cole Advisors
Florida
$699K -$106 -2 -0%
Lazard Asset Management
341
Lazard Asset Management
New York
$695K +$272K +5,138 +64%
VI
342
Versor Investments
New York
$692K +$135K +2,553 +24%
Fiera Capital (Canada)
343
Fiera Capital (Canada)
Quebec, Canada
$687K +$9.75K +184 +1%
BA
344
Bridgewater Associates
Connecticut
$687K -$757K -14,301 -52%
PWM
345
Perigon Wealth Management
California
$686K -$1.38K -26 -0.2%
FDCDDQ
346
Federation des caisses Desjardins du Quebec
Quebec, Canada
$684K -$94.2K -1,778 -12%
HWM
347
Heirloom Wealth Management
Colorado
$680K -$4.03K -76 -0.6%
Mirae Asset Global Investments
348
Mirae Asset Global Investments
South Korea
$679K -$77.1K -1,456 -10%
GA
349
GoalVest Advisory
New York
$677K -$21.8K -411 -3%
RFM
350
Royal Fund Management
Florida
$650K +$31.6K +596 +5%
12 13
14
15 16