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W.P. Carey
WPC

Overview Fund Activity

773 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 182 increasing their positions, 471 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+33
Holders Change %
+4.46%
% of All Funds
11.33%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
117
Increased
182
Reduced
471
Closed
76
Calls
$169M
Puts
$61.4M
Net Calls
+$108M
Net Calls Change
-$19M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.71B
2
Cohen & Steers
2
Cohen & Steers
New York
$732M
3
State Street
3
State Street
Massachusetts
$848M
4
Morgan Stanley
4
Morgan Stanley
New York
$246M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$166M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$260M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.27M
3
Ameriprise
3
Ameriprise
Minnesota
$52.3M
4
American Century Companies
4
American Century Companies
Missouri
$48.6M
5
SSA
5
Schonfeld Strategic Advisors
New York
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
576
Monument Capital Management
Virginia
$232K -$157K -2,426 -40%
VVP
577
Venture Visionary Partners
Ohio
$231K +$231K +3,570 New
MGIA
578
Moneta Group Investment Advisors
Missouri
$229K +$229K +3,528 New
DA
579
Detalus Advisors
Missouri
$227K -$22.6K -348 -9%
HNB
580
Huntington National Bank
Ohio
$226K -$96.9K -1,495 -30%
T
581
TOBAM
France
$225K +$21K +323 +10%
AGA
582
Arkos Global Advisors
Texas
$221K +$221K +3,414 New
APP
583
Avantax Planning Partners
Iowa
$219K -$71.9K -1,109 -25%
HWM
584
HB Wealth Management
Georgia
$218K +$218K +3,368 New
USCWA
585
U.S. Capital Wealth Advisors
Texas
$218K +$218K +3,363 New
LCWP
586
Legacy Capital Wealth Partners
Arkansas
$217K +$217K +3,350 New
NGA
587
Naples Global Advisors
Florida
$217K -$91K -1,386 -30%
BBWP
588
Beacon Bridge Wealth Partners
Pennsylvania
$216K +$216K +3,332 New
BCM
589
Bourgeon Capital Management
Connecticut
$214K +$28.6K +441 +15%
Verition Fund Management
590
Verition Fund Management
Connecticut
$213K -$136K -2,101 -39%
BAG
591
Bridgewealth Advisory Group
California
$212K +$212K +3,276 New
FHC
592
First Heartland Consultants
Missouri
$212K +$212K +3,269 New
KeyBank National Association
593
KeyBank National Association
Ohio
$210K +$210K +3,236 New
KAS
594
KPP Advisory Services
Kentucky
$209K +$209K +3,225 New
FAG
595
Fortitude Advisory Group
Washington
$208K +$208K +3,211 New
RWM
596
Ritholtz Wealth Management
New York
$208K +$208K +3,206 New
AAG
597
Armstrong Advisory Group
Massachusetts
$206K -$28.5K -439 -12%
LWL
598
Leo Wealth LLC
Texas
$202K +$202K +3,332 New
IA
599
IFP Advisors
Florida
$201K +$14.3K +221 +8%
FWM
600
Focused Wealth Management
New York
$200K +$3.95K +61 +2%
22 23
24
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