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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 %
MIM
551
MetLife Investment Management
New Jersey
$227K +$318 +6 +0.1%
BFEC
552
Benjamin F. Edwards & Company
Missouri
$223K -$151K -2,859 -40%
SSG
553
Summit Securities Group
New York
$222K -$27.1K -511 -11%
AWM
554
Accurate Wealth Management
Florida
$222K +$33.2K +612 +18%
SLWA
555
San Luis Wealth Advisors
California
$221K – – –
HPC
556
HM Payson & Co
Maine
$221K – – –
CAGAS
557
Capital Advisory Group Advisory Services
Minnesota
$221K +$221K +4,168 New
LMKC
558
L.M. Kohn & Company
Ohio
$220K +$32.4K +612 +17%
CWA
559
Clearview Wealth Advisors
Oregon
$219K -$6.99K -132 -3%
AWM
560
Aspire Wealth Management
Massachusetts
$217K +$1.85K +35 +0.9%
WC
561
Wexford Capital
Florida
$216K +$216K +4,084 New
BCM
562
Brookstone Capital Management
Illinois
$215K -$55.7K -1,062 -21%
AWE
563
Avidian Wealth Enterprises
Texas
$214K +$46K +869 +27%
LFG
564
Larson Financial Group
Missouri
$214K +$5.72K +108 +3%
CPA
565
Capital Planning Advisors
California
$214K +$11.2K +211 +6%
EAM
566
Evanson Asset Management
California
$213K +$318 +6 +0.1%
PL
567
Plancorp LLC
Missouri
$212K +$6.83K +129 +3%
LA
568
LVW Advisors
New York
$211K – – –
GCM
569
Gallacher Capital Management
Colorado
$211K -$176K -3,325 -45%
MPW
570
Monterey Private Wealth
California
$209K -$6.15K -116 -3%
TF
571
Tompkins Financial
New York
$209K +$187K +3,522 +849%
CFGS
572
Concourse Financial Group Securities
Alabama
$208K +$8.37K +155 +4%
SF
573
Synovus Financial
Georgia
$207K +$207K +3,904 New
CG
574
Cutler Group
California
$205K +$197K +3,722 +2,481%
DA
575
Detalus Advisors
Missouri
$204K -$6.52K -123 -3%
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