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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 %
FNBOMD
376
First National Bank of Mount Dora
Florida
$562K – – –
VCM
377
Virtue Capital Management
Tennessee
$562K – – –
LNC
378
Lincoln National Corp
Pennsylvania
$561K +$50.2K +947 +10%
LWCFA
379
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$554K -$19.4K -357 -3%
CS
380
Candriam SCA
Luxembourg
$549K – – –
ACMA
381
Arbor Capital Management (Alaska)
Alaska
$547K +$34.2K +654 +7%
IIM
382
INTECH Investment Management
Florida
$545K +$114K +2,154 +26%
EIA
383
Eldridge Investment Advisors
New Hampshire
$545K +$42K +792 +8%
Point72 Asset Management
384
Point72 Asset Management
Connecticut
$541K +$541K +10,210 New
UCFA
385
United Capital Financial Advisors
Texas
$541K -$185K -3,488 -25%
CCM
386
Coldstream Capital Management
Washington
$529K +$529K +9,993 New
WSC
387
Wellington Shields & Co
New York
$528K -$197K -3,716 -27%
AWM
388
Accel Wealth Management
Iowa
$527K +$527K +9,950 New
DADC
389
D.A. Davidson & Co
Montana
$527K -$167K -3,152 -24%
PCM
390
Penserra Capital Management
California
$523K +$60.1K +1,138 +13%
PFP
391
Pinnacle Financial Partners
Tennessee
$522K -$10.8K -204 -2%
FNT
392
First National Trust
Pennsylvania
$521K – – –
FFN
393
Focus Financial Network
Minnesota
$520K -$119K -2,209 -19%
SAG
394
SageView Advisory Group
California
$513K -$11.7K -221 -2%
FCCM
395
First City Capital Management
Georgia
$508K -$7.68K -145 -1%
SBIA
396
Sheaff Brock Investment Advisors
Indiana
$500K -$58.3K -1,101 -10%
IWP
397
Insight Wealth Partners
Texas
$500K – – –
OC
398
Oppenheimer & Co
New York
$500K +$158K +2,979 +46%
PP
399
Prudential plc
United Kingdom
$499K – – –
TCM
400
Triumph Capital Management
Colorado
$499K +$44K +814 +10%
14 15
16
17 18