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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 %
WT
626
Whittier Trust
California
$60K +$477 +9 +0.8%
IPW
627
Impact Partnership Wealth
Georgia
$56.5K +$56.5K +1,066 New
DJSG
628
D.J. St. Germain
Massachusetts
$53.6K – – –
IBOK
629
Independence Bank of Kentucky
Kentucky
$53K – – –
EWA
630
EverSource Wealth Advisors
Alabama
$52.7K +$2.92K +55 +6%
KFI
631
Key Financial Inc
Pennsylvania
$52K – – –
TWC
632
TD Waterhouse Canada
Ontario, Canada
$51.8K -$20.5K -392 -28%
BTI
633
Blue Trust Inc
Georgia
$50K -$1.26K -19 -2%
CAL
634
Capital Analysts LLC
Pennsylvania
$50K +$321 +6 +0.6%
MA
635
MCF Advisors
Kentucky
$48.7K -$13.3K -249 -21%
SCA
636
Stonebridge Capital Advisors
Minnesota
$48.4K -$16.9K -319 -26%
National Bank of Canada
637
National Bank of Canada
Quebec, Canada
$47.7K -$930K -17,770 -95%
CI Investments Inc
638
CI Investments Inc
Ontario, Canada
$47K +$1.84K +35 +4%
PGAM
639
Princeton Global Asset Management
New Jersey
$47K – – –
CAC
640
Certified Advisory Corp
Florida
$47K – – –
PWMG
641
Provence Wealth Management Group
California
$46.4K +$46.4K +876 New
LC
642
Lindbrook Capital
California
$45.4K -$70.6K -1,334 -61%
FHA
643
First Horizon Advisors
Tennessee
$45.2K +$45.2K +853 New
C
644
Covestor
United Kingdom
$43K +$32.7K +607 +316%
OP
645
ORG Partners
Indiana
$42.8K -$134K -2,523 -76%
UB
646
UMB Bank
Missouri
$41.8K +$1.75K +33 +4%
HWA
647
Heritage Wealth Advisors
Virginia
$40.7K – – –
CSWM
648
Cassady Schiller Wealth Management
Ohio
$40K – – –
QC
649
Quent Capital
New York
$39.7K -$3.39K -64 -8%
BC
650
Barrett & Company
Rhode Island
$38K – – –
24 25
26
27 28