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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
Cohen & Steers
New York
$318M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$136M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$70.3M
4
WCP
Waterfront Capital Partners
New York
$36.6M
5
SSA
Schonfeld Strategic Advisors
New York
$29.9M

Top Sellers

1
EIP
Epoch Investment Partners
New York
$0
2
Deutsche Bank
Deutsche Bank
Germany
$13.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$289M
4
Citadel Advisors
Citadel Advisors
Florida
$13.1M
5
EWA
EP Wealth Advisors
California
$307K
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
351
Howe & Rusling
New York
$643K – – –
SAM
352
Shell Asset Management
Netherlands
$640K -$16.9K -319 -3%
AWM
353
Adams Wealth Management
Utah
$640K +$20.8K +392 +3%
FPW
354
Flagship Private Wealth
Massachusetts
$635K -$55.6K -1,049 -8%
DI
355
Diligent Investors
California
$627K +$368K +6,939 +142%
CFG
356
Cooper Financial Group
California
$626K +$14.7K +278 +2%
Bank of Nova Scotia
357
Bank of Nova Scotia
Ontario, Canada
$624K +$91.8K +1,733 +17%
EI
358
Ethic Inc
New York
$621K +$237K +4,479 +62%
OTL
359
Oak Thistle LLC
New York
$619K +$619K +11,691 New
PCA
360
Peddock Capital Advisors
Massachusetts
$618K -$2.23K -42 -0.4%
O
361
Ossiam
France
$617K +$379K +7,156 +160%
Envestnet Portfolio Solutions
362
Envestnet Portfolio Solutions
Illinois
$613K +$613K +11,564 New
MA
363
MKT Advisors
California
$594K -$1.68K -32 -0.3%
TC
364
TownSquare Capital
Utah
$589K -$138K -2,608 -19%
HCM
365
Highlander Capital Management
New Jersey
$585K +$222K +4,186 +61%
OPA
366
Old Port Advisors
Maine
$585K +$585K +11,037 New
NB
367
Norinchukin Bank
Japan
$583K +$36.3K +686 +7%
SIC
368
Samalin Investment Counsel
New York
$581K +$66.8K +1,261 +13%
CCFM
369
Clear Creek Financial Management
Washington
$576K +$159 +3 +0%
YCM
370
Yousif Capital Management
Michigan
$576K -$265 -5 -0%
HPM
371
Hudson Portfolio Management
New York
$574K – – –
EC
372
Elequin Capital
New York
$572K +$230K +4,341 +67%
WA
373
Wambolt & Associates
Colorado
$570K -$15.8K -302 -3%
LOIM
374
Liberty One Investment Management
Illinois
$569K +$6.41K +121 +1%
RWA
375
Rainsberger Wealth Advisors
Colorado
$567K +$23.5K +443 +4%
13 14
15
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