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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 %
CAMV
576
Concord Asset Management (Virginia)
Virginia
$202K -$26K -490 -11%
PI
577
PFG Investments
New York
$202K -$4.45K -84 -2%
Bessemer Group
578
Bessemer Group
New Jersey
$198K -$129K -2,441 -39%
AAG
579
Armstrong Advisory Group
Massachusetts
$191K – – –
BCV
580
Banque Cantonale Vaudoise
Switzerland
$178K -$17.1K -323 -9%
HI
581
Harbour Investments
Wisconsin
$175K +$22.4K +423 +15%
T
582
TOBAM
France
$167K +$1.01K +19 +0.6%
GWS
583
Glassman Wealth Services
Virginia
$161K +$1.11K +21 +0.7%
FWM
584
Focused Wealth Management
New York
$160K +$954 +18 +0.6%
NSIM
585
North Star Investment Management
Illinois
$158K +$41.4K +782 +35%
IWP
586
IAG Wealth Partners
Wisconsin
$158K -$2.75K -52 -2%
WT
587
Washington Trust
Rhode Island
$156K – – –
IA
588
IFP Advisors
Florida
$153K +$2.7K +51 +2%
M
589
MOTCO
Texas
$152K – – –
MTIC
590
Missouri Trust & Investment Company
Missouri
$151K – – –
BCM
591
Bourgeon Capital Management
Connecticut
$151K – – –
LFA
592
Laraway Financial Advisors
Minnesota
$147K -$596K -11,240 -80%
PA
593
PSI Advisors
Florida
$147K +$900 +17 +0.6%
BEI
594
Benjamin Edwards Inc
Missouri
$146K -$6.83K -129 -4%
RFA
595
Register Financial Advisors
Georgia
$145K -$12.4K -234 -8%
SS
596
Sunbelt Securities
Texas
$143K -$3.07K -58 -2%
AWM
597
AllSquare Wealth Management
New York
$137K – – –
CFD
598
Creative Financial Designs
Indiana
$134K +$689 +13 +0.5%
CTC
599
Central Trust Company
Missouri
$131K -$10.2K -192 -7%
PA
600
Parallel Advisors
California
$129K +$13.3K +251 +12%
22 23
24
25 26