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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 %
NGA
526
Naples Global Advisors
Florida
$254K -$54.5K -1,006 -18%
Lido Advisors
527
Lido Advisors
California
$253K -$35.6K -673 -12%
PAS
528
Park Avenue Securities
New York
$252K +$252K +4,757 New
CB
529
Cadence Bank
Mississippi
$251K -$3.71K -70 -1%
RRA
530
Round Rock Advisors
Connecticut
$247K +$16.2K +306 +7%
FHA
531
Flagship Harbor Advisors
Massachusetts
$246K +$953 +18 +0.4%
TFA
532
Teamwork Financial Advisors
Texas
$245K +$41.1K +775 +20%
VI
533
Vestcor Inc
New Brunswick, Canada
$245K -$11.7K -220 -5%
FB
534
Fulton Bank
Pennsylvania
$243K +$243K +4,595 New
DAC
535
Dividend Assets Capital
South Carolina
$243K – – –
M1FG
536
Mach-1 Financial Group
Arkansas
$242K – – –
SFG
537
Sovereign Financial Group
Connecticut
$242K -$121K -2,286 -33%
S
538
SignatureFD
Georgia
$240K +$89.8K +1,696 +60%
WS
539
Wedbush Securities
California
$240K -$7.22K -136 -3%
APP
540
Avantax Planning Partners
Iowa
$238K +$13.9K +262 +6%
CSPIA
541
Cary Street Partners Investment Advisory
Virginia
$238K -$4.71K -89 -2%
CIC
542
Chase Investment Counsel
Virginia
$236K -$31.3K -592 -12%
CCIA
543
Campbell & Co Investment Adviser
Maryland
$235K -$77.3K -1,460 -25%
FPAS
544
Focus Partners Advisor Solutions
Missouri
$234K +$70.1K +1,323 +43%
ACI
545
Alpha Cubed Investments
California
$233K – – –
BCM
546
BTC Capital Management
Iowa
$231K -$11.4K -216 -5%
PCM
547
Parsons Capital Management
Rhode Island
$230K +$8.11K +153 +4%
GAM
548
Garrison Asset Management
Arkansas
$230K +$159 +3 +0.1%
VBFG
549
Vishria Bird Financial Group
Tennessee
$229K – – –
AA
550
Ancora Advisors
Ohio
$228K -$6.46K -122 -3%
20 21
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