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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 %
TNA
501
True North Advisors
Texas
$401K – – –
RA
502
RFG Advisory
Alabama
$400K -$177K -2,673 -31%
WFS
503
Widmann Financial Services
Maryland
$396K +$9.59K +145 +2%
JCM
504
Jacobi Capital Management
Pennsylvania
$394K -$9.93K -150 -2%
CCIA
505
Campbell & Co Investment Adviser
Maryland
$390K +$60.6K +916 +18%
AIMCA
506
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$385K – – –
NGA
507
Naples Global Advisors
Florida
$383K -$12K -179 -3%
CCM
508
Cullen Capital Management
New York
$382K -$78.3K -1,184 -17%
JWM
509
Jackson Wealth Management
Florida
$381K – – –
DDC
510
DF Dent & Co
Maryland
$378K +$4.57K +69 +1%
TCWM
511
Total Clarity Wealth Management
Illinois
$375K -$1.19M -17,993 -76%
NERM
512
New England Research & Management
Illinois
$374K – – –
HHRDM
513
H&H Retirement Design & Management
Nevada
$370K -$9.9K -145 -3%
CW
514
CreativeOne Wealth
Kansas
$369K +$54.8K +828 +17%
NW
515
NewEdge Wealth
Pennsylvania
$367K -$2.25K -34 -0.6%
RBCM
516
Raub Brock Capital Management
California
$364K +$118K +1,787 +48%
PCIA
517
Prime Capital Investment Advisors
Kansas
$364K +$86.1K +1,301 +31%
VFA
518
Valeo Financial Advisors
Indiana
$364K – – –
Lido Advisors
519
Lido Advisors
California
$361K +$3.44K +52 +1%
PI
520
PEAK6 Investments
Illinois
$361K -$591K -8,927 -62%
CAM
521
Carret Asset Management
New York
$360K -$33.7K -510 -9%
BSW
522
Buckingham Strategic Wealth
Missouri
$359K -$41.2K -623 -10%
ACM
523
Avalon Capital Management
California
$357K +$4.43K +67 +1%
WDC
524
Woodward Diversified Capital
California
$357K -$5.23K -79 -1%
GC
525
Gilbert & Cook
Iowa
$353K +$23K +348 +7%
19 20
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