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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 %
LOIM
376
Liberty One Investment Management
Illinois
$703K -$5.69K -86 -0.8%
FNBOMD
377
First National Bank of Mount Dora
Florida
$703K – – –
Northwestern Mutual Wealth Management
378
Northwestern Mutual Wealth Management
Wisconsin
$702K -$70.4K -1,064 -9%
CS
379
Candriam SCA
Luxembourg
$700K -$994K -15,027 -59%
LWCFA
380
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$699K – – –
SBIA
381
Sheaff Brock Investment Advisors
Indiana
$697K +$31.5K +476 +5%
NW
382
Naviter Wealth
Arkansas
$697K +$63.4K +944 +10%
VI
383
Versor Investments
New York
$695K -$67.2K -1,016 -9%
FRM
384
Fox Run Management
Connecticut
$685K +$86.9K +1,313 +15%
NB
385
Norinchukin Bank
Japan
$683K -$794 -12 -0.1%
RWA
386
Rainsberger Wealth Advisors
Colorado
$679K +$3.9K +59 +0.6%
Twin Tree Management
387
Twin Tree Management
Texas
$676K +$676K +10,213 New
EST
388
EA Series Trust
Pennsylvania
$668K +$668K +10,100 New
EF
389
Empowered Funds
Pennsylvania
$668K +$668K +10,100 New
PFP
390
Pinnacle Financial Partners
Tennessee
$665K – – –
Bank of Nova Scotia
391
Bank of Nova Scotia
Ontario, Canada
$665K +$72.3K +1,093 +12%
HSA
392
HBK Sorce Advisory
Pennsylvania
$658K +$331K +5,003 +101%
ACMA
393
Arbor Capital Management (Alaska)
Alaska
$658K +$9.93K +148 +2%
SAG
394
SageView Advisory Group
California
$656K +$235K +3,553 +56%
VPIM
395
Vanguard Personalized Indexing Management
California
$654K -$3.97K -60 -0.6%
FNT
396
First National Trust
Pennsylvania
$650K – – –
FCCM
397
First City Capital Management
Georgia
$644K -$43.9K -664 -6%
SIC
398
Samalin Investment Counsel
New York
$642K +$242K +3,663 +61%
CF
399
Centaurus Financial
California
$641K -$370K -5,599 -37%
LNC
400
Lincoln National Corp
Pennsylvania
$638K -$193K -2,919 -23%
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