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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 %
AA
651
Alta Advisers
United Kingdom
$37.9K – – –
NFSG
652
Newbridge Financial Services Group
Florida
$37.9K – – –
TIM
653
Tortoise Investment Management
New York
$37.7K – – –
CSB
654
City State Bank
Iowa
$37K – – –
MWA
655
Moser Wealth Advisors
Washington
$36.8K – – –
HWA
656
HHM Wealth Advisors
Tennessee
$36.8K – – –
FFA
657
Farther Finance Advisors
California
$35.8K +$5.67K +107 +19%
SFCL
658
Strengthening Families & Communities LLC
Massachusetts
$34K +$526 +10 +2%
CA
659
Clearstead Advisors
Ohio
$33.2K +$24.1K +455 +265%
HDIM
660
Hanson & Doremus Investment Management
Vermont
$33K -$20.8K -388 -39%
ME
661
McIlrath & Eck
Washington
$33K -$1.64K -31 -5%
PAG
662
Paladin Advisory Group
Iowa
$32.3K – – –
NECFA
663
New England Capital Financial Advisors
Connecticut
$31.5K – – –
MA
664
Montag & Associates
Georgia
$31.4K – – –
BCMLT
665
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.4K – – –
SOW
666
State of Wyoming
Wyoming
$31K +$11.4K +215 +58%
RG
667
Retirement Group
California
$30.6K -$4.03K -76 -12%
MSFP
668
Mark Sheptoff Financial Planning
Connecticut
$30.2K -$36.8K -694 -55%
SWA
669
Sutton Wealth Advisors
Florida
$29.8K +$1.75K +33 +6%
WWM
670
Wolff Wiese Magana
California
$29.7K – – –
RDFA
671
Ritter Daniher Financial Advisory
Ohio
$29.4K – – –
HGERS
672
Householder Group Estate & Retirement Specialist
Arizona
$28.6K +$28.6K +539 New
RFA
673
Resurgent Financial Advisors
Georgia
$27.5K – – –
GI
674
Gradient Investments
Minnesota
$26.4K – – –
HCP
675
Hexagon Capital Partners
Arkansas
$26.2K +$3.39K +64 +15%
25 26
27
28 29