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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 %
GJIA
601
Glass Jacobson Investment Advisors
Maryland
$123K – – –
TWM
602
Tradition Wealth Management
Minnesota
$123K -$7.54K -142 -6%
AWM
603
Avior Wealth Management
Nebraska
$118K +$12.8K +242 +12%
WBC
604
Westpac Banking Corp
Australia
$117K +$20.4K +386 +21%
POIA
605
Pin Oak Investment Advisors
Texas
$116K – – –
SSB
606
Sandy Spring Bank
Maryland
$116K – – –
SWM
607
Spire Wealth Management
Virginia
$110K -$4.56K -86 -4%
BSB
608
Bangor Savings Bank
Maine
$108K – – –
SIC
609
Salem Investment Counselors
North Carolina
$106K – – –
AIG
610
American International Group
New York
$96.7K -$5.45K -103 -5%
BWM
611
Baystate Wealth Management
Massachusetts
$96.7K +$636 +12 +0.7%
KFS
612
Kelly Financial Services
Massachusetts
$96.5K – – –
FMP
613
Financial Management Professionals
Texas
$80K – – –
AA
614
Addison Advisors
Vermont
$76.4K – – –
BONH
615
Bank of New Hampshire
New Hampshire
$74.4K – – –
QCG
616
Quadrant Capital Group
Ohio
$73.1K +$14.3K +269 +24%
DGAM
617
Desjardins Global Asset Management
Quebec, Canada
$72.2K -$265K -4,994 -79%
IFAM
618
Institutional & Family Asset Management
Colorado
$71.3K – – –
RA
619
Rise Advisors
New York
$70.9K +$212 +4 +0.3%
LCM
620
Logan Capital Management
Pennsylvania
$70.3K – – –
HL
621
HeadInvest LLC
Maine
$68.3K +$68.3K +1,303 New
SC
622
SouthState Corp
Florida
$67.3K – – –
BBHC
623
Brown Brothers Harriman & Co
New York
$65K +$4.08K +77 +7%
TSWM
624
Tyler-Stone Wealth Management
Ohio
$65K – – –
NC
625
NewSquare Capital
Pennsylvania
$60.9K -$25.6K -484 -30%
23 24
25
26 27