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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 %
KMWM
551
Keudell/Morrison Wealth Management
Oregon
$315K +$17.8K +269 +6%
ECM
552
Evergreen Capital Management
Washington
$313K -$249K -3,740 -44%
MSS
553
Mitchell Sinkler & Starr
Pennsylvania
$312K -$8.47K -128 -3%
SSG
554
Summit Securities Group
New York
$311K – – –
DCM
555
Dupont Capital Management
Delaware
$311K -$99.6K -1,505 -24%
WS
556
Wedbush Securities
California
$308K +$3.77K +57 +1%
FHC
557
First Heartland Consultants
Missouri
$307K -$51.9K -784 -14%
FHA
558
Flagship Harbor Advisors
Massachusetts
$306K -$47.5K -718 -13%
DAC
559
Dividend Assets Capital
South Carolina
$304K – – –
PIA
560
Pinion Investment Advisors
Kansas
$304K +$304K +4,587 New
PAMG
561
Patton Albertson Miller Group
Tennessee
$303K -$127K -1,912 -29%
BCM
562
BTC Capital Management
Iowa
$303K +$12.2K +185 +4%
M1FG
563
Mach-1 Financial Group
Arkansas
$303K -$28.4K -429 -9%
CSPIA
564
Cary Street Partners Investment Advisory
Virginia
$303K +$82.8K +1,252 +38%
RFC
565
Regions Financial Corp
Alabama
$301K -$46.3K -700 -13%
O
566
Ossiam
France
$297K +$170K +2,574 +135%
Verition Fund Management
567
Verition Fund Management
Connecticut
$296K +$296K +4,479 New
KWM
568
Kingsview Wealth Management
Oregon
$296K -$67.8K -1,024 -19%
AA
569
Ancora Advisors
Ohio
$292K +$14.2K +215 +5%
SIS
570
Sound Income Strategies
Florida
$292K +$94.7K +1,431 +48%
ACI
571
Alpha Cubed Investments
California
$291K – – –
RRA
572
Round Rock Advisors
Connecticut
$289K -$142K -2,151 -33%
GAM
573
Garrison Asset Management
Arkansas
$287K +$199 +3 +0.1%
BAG
574
Bridgewealth Advisory Group
California
$286K -$17.5K -265 -6%
VBFG
575
Vishria Bird Financial Group
Tennessee
$286K – – –
21 22
23
24 25