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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 Market Value Shares Shares
Change 		Shares
Change %
RFA
651
Register Financial Advisors
Georgia
$197K 2,911 +3 +0.1%
WT
652
Washington Trust
Rhode Island
$195K 2,888 – –
BEI
653
Benjamin Edwards Inc
Missouri
$191K 2,827 +8 +0.3%
HI
654
Harbour Investments
Wisconsin
$190K 2,818 -1,993 -41%
M
655
MOTCO
Texas
$190K 2,805 – –
MTIC
656
Missouri Trust & Investment Company
Missouri
$189K 2,800 +2,800 New
BCM
657
Bourgeon Capital Management
Connecticut
$189K 2,796 +2,796 New
S
658
SignatureFD
Georgia
$188K 2,781 -441 -14%
IA
659
IFP Advisors
Florida
$187K 2,770 -447 -14%
SS
660
Sunbelt Securities
Texas
$183K 2,709 -133 -5%
PA
661
PSI Advisors
Florida
$183K 2,707 +1,081 +66%
CTC
662
Central Trust Company
Missouri
$176K 2,609 +1,060 +68%
AWM
663
AllSquare Wealth Management
New York
$174K 2,540 – –
CFD
664
Creative Financial Designs
Indiana
$167K 2,466 -29 -1%
TWM
665
Tradition Wealth Management
Minnesota
$163K 2,408 -74 -3%
GJIA
666
Glass Jacobson Investment Advisors
Maryland
$154K 2,283 +2,283 New
NSIM
667
North Star Investment Management
Illinois
$146K 2,158 +310 +17%
LC
668
Lindbrook Capital
California
$145K 2,146 -22 -1%
SSB
669
Sandy Spring Bank
Maryland
$145K 2,140 -100 -4%
PA
670
Parallel Advisors
California
$144K 2,132 +257 +14%
POIA
671
Pin Oak Investment Advisors
Texas
$144K 2,100 – –
SWM
672
Spire Wealth Management
Virginia
$144K 2,124 +1 +0%
HS
673
Horan Securities
United States
$138K 2,045 +57 +3%
BSB
674
Bangor Savings Bank
Maine
$135K 2,000 – –
SIC
675
Salem Investment Counselors
North Carolina
$132K 1,926 – –
25 26
27
28 29