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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
1
Cohen & Steers
New York
$100M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$73.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$63.2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$41.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$34.7M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$37.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$85.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.45M
5
RC
5
Resolution Capital
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
401
Campbell Wealth Management
Virginia
$637K +$106K +1,610 +20%
EIA
402
Eldridge Investment Advisors
New Hampshire
$628K -$33.8K -511 -5%
IWP
403
Insight Wealth Partners
Texas
$624K – – –
PP
404
Prudential plc
United Kingdom
$624K -$153K -2,314 -20%
APW
405
Austin Private Wealth
Texas
$611K -$367K -5,552 -38%
Manulife (Manufacturers Life Insurance)
406
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$611K -$13.2K -199 -2%
BL
407
BFSG LLC
California
$609K +$404K +6,104 +197%
CIAS
408
Capital Investment Advisory Services
North Carolina
$608K +$10.5K +159 +2%
EOJOAM
409
E. Ohman J:or Asset Management
Sweden
$608K – – –
BFM
410
Boston Financial Management
Massachusetts
$604K -$5.76K -87 -0.9%
DI
411
DFPG Investments
Utah
$602K -$968K -13,979 -62%
PSCM
412
Per Stirling Capital Management
Texas
$594K +$7.74K +117 +1%
ACM
413
Ayrshire Capital Management
Connecticut
$586K +$18.2K +266 +3%
MOS
414
MGO One Seven
Ohio
$585K +$71.1K +1,074 +14%
PCM
415
Penserra Capital Management
California
$578K +$73.4K +1,114 +15%
CWP
416
Concord Wealth Partners
Virginia
$577K +$101K +1,524 +21%
FLI
417
Family Legacy Inc
South Carolina
$574K +$10.9K +165 +2%
TFS
418
Thoroughbred Financial Services
Tennessee
$570K -$112K -1,699 -16%
KA
419
Kovack Advisors
Florida
$567K +$199 +3 +0%
TCM
420
Triumph Capital Management
Colorado
$566K +$566K +8,420 New
Empower Advisory Group
421
Empower Advisory Group
Colorado
$563K +$67.2K +1,016 +14%
VCM
422
Virtue Capital Management
Tennessee
$562K +$62.5K +930 +13%
LFA
423
Landmark Financial Advisors
Kentucky
$558K – – –
BC
424
Burney Company
Virginia
$557K +$557K +8,417 New
TPCW
425
TD Private Client Wealth
New York
$556K -$2.65K -40 -0.5%
15 16
17
18 19