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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 %
GT
426
Glenmede Trust
Pennsylvania
$552K – – –
GIA
427
Guyasuta Investment Advisors
Pennsylvania
$550K -$47.5K -718 -8%
PWA
428
Physician Wealth Advisors
Utah
$547K – – –
SC
429
Sawyer & Company
Massachusetts
$546K -$177K -2,680 -25%
MC
430
Machina Capital
France
$545K +$341K +5,149 +166%
AWM
431
Axxcess Wealth Management
California
$545K -$21.1K -319 -4%
MSWM
432
McGlone Suttner Wealth Management
Wisconsin
$544K -$64.2K -970 -11%
IIM
433
INTECH Investment Management
Florida
$539K -$625K -9,452 -54%
OIA
434
Optimum Investment Advisors
Illinois
$534K – – –
First Manhattan
435
First Manhattan
New York
$534K -$54.1K -817 -9%
3F
436
360 Financial
Minnesota
$534K -$1.85K -28 -0.3%
Lazard Asset Management
437
Lazard Asset Management
New York
$529K +$99.9K +1,513 +23%
CAM
438
Columbia Asset Management
Michigan
$527K +$10.1K +153 +2%
Fisher Asset Management
439
Fisher Asset Management
Washington
$521K +$83.1K +1,256 +19%
BFG
440
Berger Financial Group
Minnesota
$517K -$37.1K -561 -7%
OIA
441
OneDigital Investment Advisors
Kansas
$517K +$9.26K +140 +2%
BC
442
Bridgefront Capital
Texas
$513K +$62K +937 +14%
AssetMark Inc
443
AssetMark Inc
California
$507K -$54.7K -826 -10%
CWM
444
CarsonAllaria Wealth Management
Illinois
$503K +$794 +12 +0.2%
X
445
Xponance
Pennsylvania
$502K +$3.9K +59 +0.8%
SS
446
Simplicity Solutions
Minnesota
$500K -$6.88K -104 -1%
BFG
447
Bleakley Financial Group
New Jersey
$500K -$6.88K -104 -1%
DCM
448
Dudley Capital Management
Virginia
$498K -$82.8K -1,251 -14%
LNWWM
449
Laird Norton Wetherby Wealth Management
California
$496K -$8.47K -128 -2%
NA
450
NewEdge Advisors
Louisiana
$492K -$422K -6,385 -46%
16 17
18
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