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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.

Holders
813
Holders Change
-19
Holders Change %
-2.28%
% of All Funds
12.83%
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 Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$56.1M 794,904 +406,809 +105%
Swiss National Bank
27
Swiss National Bank
Switzerland
$52.2M 772,451 -53,200 -6%
LPL Financial
28
LPL Financial
California
$52.1M 771,802 -10,736 -1%
AAMU
29
APG Asset Management US
New York
$51.9M 768,616 -207 -0%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$51.6M 763,216 +7,244 +1%
Brown Advisory
31
Brown Advisory
Maryland
$45.1M 667,795 -19,200 -3%
Marshall Wace
32
Marshall Wace
United Kingdom
$41.6M 615,393 +540,357 +720%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$39.3M 581,825 +143,951 +33%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$38.2M 565,229 – –
ZIM
35
Zacks Investment Management
Illinois
$37.9M 560,352 +968 +0.2%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$37.3M 551,882 -1,230,568 -69%
Wells Fargo
37
Wells Fargo
California
$36.1M 534,400 -42,181 -7%
VRS
38
Virginia Retirement Systems
Virginia
$36.1M 534,382 +29,700 +6%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$34.7M 514,137 +514,137 New
ACM
40
Advisors Capital Management
New Jersey
$34.5M 510,276 +29,013 +6%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$33.6M 497,477 -409,125 -45%
Asset Management One
42
Asset Management One
Japan
$32.9M 487,698 +12,871 +3%
CS
43
Credit Suisse
Switzerland
$32.8M 485,726 +17,507 +4%
Bank of America
44
Bank of America
North Carolina
$31.9M 471,747 -209,450 -31%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$31.4M 464,891 -20,615 -4%
Invesco
46
Invesco
Georgia
$27.8M 411,321 +45,564 +12%
National Pension Service
47
National Pension Service
South Korea
$27.3M 404,148 +93,387 +30%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$26.2M 387,862 +144,919 +60%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.7M 380,099 -8,561 -2%
Osaic Holdings
50
Osaic Holdings
Arizona
$25.7M 379,554 +3,240 +0.9%
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