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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BG
476
Benedetti & Gucer
Georgia
$316K -$13K -245 -4%
JCM
477
Jacobi Capital Management
Pennsylvania
$315K +$106 +2 +0%
PIA
478
Perennial Investment Advisors
California
$314K +$90.4K +1,706 +40%
RA
479
RFG Advisory
Alabama
$314K -$6.89K -130 -2%
JIC
480
Joel Isaacson & Co
New York
$311K +$47.1K +890 +18%
GC
481
Gilbert & Cook
Iowa
$311K +$28.1K +531 +10%
CCM
482
Cullen Capital Management
New York
$310K +$3.66K +69 +1%
AIMCA
483
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$308K – – –
SPWG
484
Syntegra Private Wealth Group
Missouri
$307K -$19.8K -374 -6%
EWA
485
EP Wealth Advisors
California
$307K -$32.9M -621,764 -99%
JWM
486
Jackson Wealth Management
Florida
$305K – – –
MCM
487
MAI Capital Management
Ohio
$303K -$22.9K -433 -7%
TMAM
488
Tokio Marine Asset Management
Japan
$301K +$104K +1,959 +53%
V
489
ViaWealth
Kansas
$299K +$86.3K +1,629 +41%
SIS
490
Sound Income Strategies
Florida
$296K +$62.1K +1,172 +27%
SF
491
Symphony Financial
Texas
$296K -$66.6K -1,272 -18%
PCIA
492
Prime Capital Investment Advisors
Kansas
$294K +$2.86K +54 +1%
NW
493
NewEdge Wealth
Pennsylvania
$294K +$689 +13 +0.2%
HHRDM
494
H&H Retirement Design & Management
Nevada
$292K +$4.3K +81 +1%
VFA
495
Valeo Financial Advisors
Indiana
$291K – – –
Fifth Third Bancorp
496
Fifth Third Bancorp
Ohio
$291K +$13.5K +255 +5%
DI
497
DFPG Investments
Utah
$290K -$172K -3,242 -37%
BMSSC
498
B. Metzler seel. Sohn & Co
Germany
$290K +$65.1K +1,230 +29%
ACM
499
Avalon Capital Management
California
$290K +$3.81K +72 +1%
DDC
500
DF Dent & Co
Maryland
$289K -$13.8K -261 -5%
18 19
20
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