WPC icon

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 %
CAM
501
Carret Asset Management
New York
$288K – – –
Verition Fund Management
502
Verition Fund Management
Connecticut
$286K +$48.5K +916 +20%
BSW
503
Buckingham Strategic Wealth
Missouri
$285K -$2.01K -38 -0.7%
API
504
Advisor Partners II
California
$285K +$6.52K +123 +2%
KIG
505
Kowal Investment Group
Wisconsin
$282K +$5.67K +107 +2%
KWM
506
Kingsview Wealth Management
Oregon
$281K +$43.5K +821 +18%
CTWM
507
Cherry Tree Wealth Management
Minnesota
$281K – – –
CIBC Private Wealth Group
508
CIBC Private Wealth Group
Georgia
$279K +$279K +5,277 New
MCM
509
MV Capital Management
Maryland
$275K – – –
CG
510
Colony Group
Massachusetts
$274K -$2.17K -41 -0.8%
PIA
511
Pinion Investment Advisors
Kansas
$274K +$30.9K +584 +13%
MSFS
512
Main Street Financial Solutions
Pennsylvania
$274K +$12.1K +228 +5%
RCM
513
Raleigh Capital Management
North Carolina
$273K +$10.3K +195 +4%
SWG
514
Summit Wealth Group
Vermont
$273K – – –
CWG
515
Cornerstone Wealth Group
North Carolina
$272K – – –
PF
516
Prosperitas Financial
California
$270K +$270K +5,098 New
OAM
517
Oppenheimer Asset Management
New York
$266K +$266K +5,023 New
RFN
518
Redwood Financial Network
Ohio
$266K -$80.5K -1,519 -23%
KCM
519
Kathmere Capital Management
Pennsylvania
$265K – – –
RPCONE
520
Retirement Planning Company of New England
Rhode Island
$264K +$12K +226 +5%
HNB
521
Huntington National Bank
Ohio
$264K -$10.8K -203 -4%
HG
522
Herbst Group
Connecticut
$262K +$48.7K +919 +23%
MYLI
523
Meiji Yasuda Life Insurance
Japan
$262K +$262K +4,952 New
PWA
524
Physician Wealth Advisors
Utah
$262K -$166K -3,161 -39%
KMWM
525
Keudell/Morrison Wealth Management
Oregon
$260K +$7.73K +146 +3%
19 20
21
22 23