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W.P. Carey

742 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, 283 increasing their positions, 280 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

18% less capital invested

Capital invested by funds: $9.19B → $7.58B (-$1.62B)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

51% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 119

Holders
742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$185M
Puts
$58.3M
Net Calls
Net Calls Change

Top Sellers

1 -$60.9M
2 -$55.1M
3 -$46.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$37.4M
5
EWA
EP Wealth Advisors
California
-$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
426
$414K
427
$410K
428
$409K
429
$407K
430
$406K
431
$404K
432
$403K
433
$403K
434
$400K
435
$395K
436
$394K
437
$392K
438
$387K
439
$385K
440
$385K
441
$382K
442
$369K
443
$367K
444
$367K
445
$365K
446
$364K
447
$362K
448
$357K
449
$357K
450
$355K