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W.P. Carey
WPC

Overview Fund Activity

740 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, 282 increasing their positions, 280 reducing their positions, and 119 closing their positions.

Holders
740
Holders Change
-73
Holders Change %
-8.98%
% of All Funds
11.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
58
Increased
282
Reduced
280
Closed
119
Calls
$185M
Puts
$58.3M
Net Calls
+$127M
Net Calls Change
-$32.6M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$318M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$136M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$70.3M
4
WCP
4
Waterfront Capital Partners
New York
$36.6M
5
SSA
5
Schonfeld Strategic Advisors
New York
$29.9M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$13.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$289M
4
Citadel Advisors
4
Citadel Advisors
Florida
$13.1M
5
EWA
5
EP Wealth Advisors
California
$307K
Name Market Value Shares Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$40.6M 750,311 -12,905 -2%
AAMU
27
APG Asset Management US
New York
$37.6M 695,104 -73,512 -10%
Swiss National Bank
28
Swiss National Bank
Switzerland
$37.2M 688,051 -84,400 -11%
WCP
29
Waterfront Capital Partners
New York
$36.6M 676,003 +676,003 New
Brown Advisory
30
Brown Advisory
Maryland
$35.2M 650,415 -17,380 -3%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$34.3M 634,496 +82,614 +15%
Canada Pension Plan Investment Board
32
Canada Pension Plan Investment Board
Ontario, Canada
$32.2M 595,629 +30,400 +5%
Bank of America
33
Bank of America
North Carolina
$30.7M 568,494 +96,747 +21%
ZIM
34
Zacks Investment Management
Illinois
$30.1M 555,684 -4,668 -0.8%
SSA
35
Schonfeld Strategic Advisors
New York
$29.9M 552,933 +430,138 +350%
ACM
36
Advisors Capital Management
New Jersey
$29.2M 539,205 +28,929 +6%
Wells Fargo
37
Wells Fargo
California
$29.2M 539,149 +4,749 +0.9%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$27.5M 508,330 +120,468 +31%
Barclays
39
Barclays
United Kingdom
$27.2M 502,141 +220,868 +79%
Amundi
40
Amundi
France
$26.1M 482,458 +165,151 +52%
CS
41
Credit Suisse
Switzerland
$25.7M 474,822 -10,904 -2%
VRS
42
Virginia Retirement Systems
Virginia
$25.6M 473,382 -61,000 -11%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$24.8M 458,619 -123,206 -21%
Asset Management One
44
Asset Management One
Japan
$24.6M 454,176 -33,522 -7%
National Pension Service
45
National Pension Service
South Korea
$23.2M 424,315 +20,167 +5%
Invesco
46
Invesco
Georgia
$23M 425,639 +14,318 +3%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$21.9M 404,281 -60,610 -13%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.3M 393,322 +13,223 +3%
Osaic Holdings
49
Osaic Holdings
Arizona
$21.2M 392,364 +12,810 +3%
BAM
50
Berkshire Asset Management
Pennsylvania
$17.8M 329,172 +22,459 +7%
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