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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
Cohen & Steers
New York
$100M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$73.9M
3
Citadel Advisors
Citadel Advisors
Florida
$63.2M
4
Marshall Wace
Marshall Wace
United Kingdom
$41.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$34.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$37.3M
3
Deutsche Bank
Deutsche Bank
Germany
$85.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.45M
5
RC
Resolution Capital
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
476
Intrua Financial
Texas
$445K +$122K +1,844 +38%
MCM
477
Monument Capital Management
Virginia
$445K -$544K -8,220 -55%
GWMIA
478
Global Wealth Management Investment Advisory
Florida
$442K +$32.8K +496 +8%
MLICM
479
Metropolitan Life Insurance Company (MetLife)
New York
$441K +$2.71K +41 +0.6%
KOMWMG
480
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$440K +$11K +166 +3%
TPW
481
Transatlantique Private Wealth
New York
$439K +$19.5K +295 +5%
HIP
482
Harrell Investment Partners
Texas
$434K +$434K +6,565 New
RFN
483
Redwood Financial Network
Ohio
$433K -$1.46K -22 -0.3%
AW
484
Avion Wealth
Texas
$430K +$66 +1 +0%
LA
485
LexAurum Advisors
Kansas
$430K -$23.5K -355 -5%
EC
486
Elequin Capital
New York
$428K +$428K +6,461 New
OC
487
Oppenheimer & Co
New York
$427K +$198K +2,994 +87%
ACG
488
Allen Capital Group
Nebraska
$424K -$48.6K -735 -10%
AIC
489
Archer Investment Corporation
Indiana
$423K -$86.8K -1,312 -17%
MHS
490
M Holdings Securities
Oregon
$422K -$1.07M -16,132 -72%
DGAM
491
Desjardins Global Asset Management
Quebec, Canada
$421K +$421K +6,357 New
BHPW
492
Beverly Hills Private Wealth
California
$413K +$176K +2,701 +74%
KWA
493
Kingswood Wealth Advisors
California
$412K +$412K +6,233 New
Bessemer Group
494
Bessemer Group
New Jersey
$410K -$353K -5,338 -46%
BG
495
Benedetti & Gucer
Georgia
$410K +$3.37K +51 +0.8%
MC
496
Matisse Capital
Oregon
$410K – – –
SPWG
497
Syntegra Private Wealth Group
Missouri
$409K -$69K -1,043 -14%
MCM
498
MAI Capital Management
Ohio
$408K +$12.7K +192 +3%
APG Asset Management
499
APG Asset Management
Netherlands
$406K -$6.19K -102 -2%
IP
500
Ignite Planners
California
$403K -$22.7K -342 -5%
18 19
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