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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.

New
Increased
Maintained
Reduced
Closed
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
Cohen & Steers
New York
$100M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$73.9M
3
Citadel Advisors
Citadel Advisors
Florida
$63.2M
4
Marshall Wace
Marshall Wace
United Kingdom
$41.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$34.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$37.3M
3
Deutsche Bank
Deutsche Bank
Germany
$85.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.45M
5
RC
Resolution Capital
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
351
HAP Trading
New York
$840K +$840K +12,699 New
GCP
352
GSA Capital Partners
United Kingdom
$839K +$839K +12,685 New
BAM
353
Belpointe Asset Management
Nevada
$836K -$2.12M -32,027 -72%
DFCM
354
Dark Forest Capital Management
Puerto Rico
$831K +$831K +12,560 New
I
355
InceptionR
California
$822K +$822K +12,424 New
SAM
356
Shell Asset Management
Netherlands
$821K -$134K -2,030 -14%
C1AG
357
Client 1st Advisory Group
Florida
$809K -$2.25K -34 -0.3%
HR
358
Howe & Rusling
New York
$804K – – –
TC
359
TwinBeech Capital
New York
$799K +$799K +12,073 New
FFN
360
Focus Financial Network
Minnesota
$796K -$21.4K -319 -3%
VF
361
Virtu Financial
New York
$789K +$136K +2,056 +21%
TSS
362
Two Sigma Securities
New York
$784K -$904K -13,655 -54%
Walleye Capital
363
Walleye Capital
New York
$780K +$780K +11,794 New
GCM
364
Greenland Capital Management
New York
$777K +$777K +11,742 New
PCA
365
Peddock Capital Advisors
Massachusetts
$774K +$29.9K +452 +4%
AWM
366
Adams Wealth Management
Utah
$774K +$38.4K +580 +5%
RFM
367
Royal Fund Management
Florida
$773K -$30.3K -458 -4%
CFG
368
Cooper Financial Group
California
$763K -$10.9K -164 -1%
MA
369
MKT Advisors
California
$759K -$67.6K -1,013 -8%
WA
370
Wambolt & Associates
Colorado
$740K -$8.01K -121 -1%
YCM
371
Yousif Capital Management
Michigan
$720K +$12.5K +189 +2%
CCFM
372
Clear Creek Financial Management
Washington
$719K +$265 +4 +0%
HPM
373
Hudson Portfolio Management
New York
$717K – – –
VAS
374
Vestmark Advisory Solutions
Massachusetts
$709K +$18K +272 +3%
PMA
375
Prudent Man Advisors
Illinois
$705K -$5.83K -88 -0.8%
13 14
15
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