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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.

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 %
SCA
601
Snowden Capital Advisors
New York
$257K -$1.85K -28 -0.7%
PL
602
Plancorp LLC
Missouri
$257K +$132 +2 +0.1%
TFA
603
Teamwork Financial Advisors
Texas
$255K -$120K -1,810 -32%
CPA
604
Capital Planning Advisors
California
$253K +$3.37K +51 +1%
USCWA
605
U.S. Capital Wealth Advisors
Texas
$251K +$251K +3,792 New
SIM
606
Stratos Investment Management
Ohio
$250K -$19.3K -292 -7%
AWA
607
Arkadios Wealth Advisors
Georgia
$250K -$68.4K -1,034 -21%
LB
608
Leo Brokerage
Texas
$250K -$7.87K -119 -3%
CFGS
609
Concourse Financial Group Securities
Alabama
$249K -$35.3K -525 -12%
TI
610
TTP Investments
California
$248K -$5.36K -81 -2%
SWM
611
Silverlake Wealth Management
Vermont
$247K +$132 +2 +0.1%
TMAM
612
Tokio Marine Asset Management
Japan
$246K +$41.7K +630 +20%
BBWP
613
Beacon Bridge Wealth Partners
Pennsylvania
$244K +$22.2K +335 +10%
NYLIM
614
New York Life Investment Management
New York
$243K -$9.26K -140 -4%
BCV
615
Banque Cantonale Vaudoise
Switzerland
$243K – – –
RWM
616
Ritholtz Wealth Management
New York
$241K +$64.8K +980 +37%
ESB
617
Essex Savings Bank
Connecticut
$241K +$11.1K +168 +5%
FAG
618
Fortitude Advisory Group
Washington
$241K -$7.87K -119 -3%
CM
619
Churchill Management
California
$240K +$240K +3,632 New
WSTAM
620
Wilbanks Smith & Thomas Asset Management
Virginia
$239K -$1.66M -25,121 -87%
AAG
621
Armstrong Advisory Group
Massachusetts
$239K +$67.6K +1,021 +39%
AWM
622
Accurate Wealth Management
Florida
$235K +$11.2K +165 +5%
LMKC
623
L.M. Kohn & Company
Ohio
$234K -$135K -2,042 -37%
LFAS
624
Level Four Advisory Services
Texas
$233K +$4.37K +66 +2%
MGIA
625
Moneta Group Investment Advisors
Missouri
$231K -$54.9K -830 -19%
23 24
25
26 27