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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 %
LWP
451
Lumature Wealth Partners
Georgia
$486K – – –
Renaissance Technologies
452
Renaissance Technologies
New York
$486K -$13M -195,930 -96%
GCM
453
Gallacher Capital Management
Colorado
$484K +$43.3K +654 +10%
I2I
454
Insight 2811 Inc
Illinois
$483K -$37.5K -566 -7%
EI
455
Ethic Inc
New York
$479K +$29.8K +450 +7%
JF
456
Jump Financial
Illinois
$474K -$4.51M -68,138 -90%
PTC
457
Philadelphia Trust Company
Pennsylvania
$473K – – –
CAG
458
Crestwood Advisors Group
Massachusetts
$472K +$529 +8 +0.1%
BFEC
459
Benjamin F. Edwards & Company
Missouri
$468K -$2.25K -34 -0.5%
AIM
460
Achmea Investment Management
Netherlands
$466K – – –
WWM
461
Western Wealth Management
Colorado
$464K -$13.8K -209 -3%
SW
462
SVB Wealth
Massachusetts
$461K -$31.7K -479 -6%
KFS
463
Kaizen Financial Strategies
California
$460K +$18.7K +276 +4%
MS
464
Madden Securities
Texas
$459K -$14.2K -214 -3%
DWP
465
Daymark Wealth Partners
Ohio
$458K -$67.6K -1,021 -13%
SF
466
Symphony Financial
Texas
$457K -$18K -272 -4%
PA
467
Procyon Advisors
Connecticut
$457K +$9.99K +151 +2%
MCP
468
Mirador Capital Partners
California
$456K +$7.54K +114 +2%
GWSG
469
GPS Wealth Strategies Group
Colorado
$455K -$9.73K -147 -2%
EWA
470
EP Wealth Advisors
California
$454K +$436K +602,848 +2,439%
HCM
471
Highlander Capital Management
New Jersey
$454K – – –
SFG
472
Sovereign Financial Group
Connecticut
$453K – – –
Walleye Trading
473
Walleye Trading
New York
$450K +$79.7K +1,205 +22%
CIA
474
Capital Investment Advisors
Georgia
$449K -$7.61K -115 -2%
WP
475
Wealthspan Partners
Iowa
$446K -$110K -1,662 -20%
17 18
19
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