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W.P. Carey
WPC

Overview Fund Activity

832 hedge funds and large institutions have $10.5B invested in W.P. Carey in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 345 increasing their positions, 271 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
-15
Holders Change %
-1.77%
% of All Funds
13.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
64
Increased
345
Reduced
271
Closed
60
Calls
$106M
Puts
$28.7M
Net Calls
+$77.3M
Net Calls Change
+$23.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$508M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.36B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.1M
4
BlackRock
BlackRock
New York
$1.19B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$23.3M

Top Sellers

1
RC
Resolution Capital
Australia
$31.8M
2
ZIM
Zacks Investment Management
Illinois
$43.3M
3
Capital World Investors
Capital World Investors
California
$202M
4
Barclays
Barclays
United Kingdom
$31.6M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
676
Armstrong Advisory Group
Massachusetts
$197K -$58.9K -777 -23%
CFD
677
Creative Financial Designs
Indiana
$193K -$40.7K -537 -17%
TWM
678
Tradition Wealth Management
Minnesota
$192K +$62.1K +819 +48%
IA
679
IFP Advisors
Florida
$185K -$539K -9,539 -74%
EI
680
Ellevest Inc
New York
$180K +$3.94K +52 +2%
SSB
681
Sandy Spring Bank
Maryland
$173K – – –
AWM
682
Accel Wealth Management
Iowa
$171K – – –
BWM
683
Baystate Wealth Management
Massachusetts
$170K +$759 +10 +0.4%
LC
684
Lindbrook Capital
California
$168K +$8.49K +112 +5%
SWM
685
Spire Wealth Management
Virginia
$164K +$110K +1,451 +202%
POIA
686
Pin Oak Investment Advisors
Texas
$163K – – –
AIG
687
American International Group
New York
$163K -$1.59K -21 -1%
BAMF
688
BI Asset Management Fondsmaeglerselskab
Denmark
$161K -$6.21K -82 -4%
FDCDDQ
689
Federation des caisses Desjardins du Quebec
Quebec, Canada
$157K -$54.2K -714 -26%
BSB
690
Bangor Savings Bank
Maine
$155K -$23.2K -306 -13%
HS
691
Horan Securities
United States
$154K +$7.59K +100 +5%
SIC
692
Salem Investment Counselors
North Carolina
$151K – – –
PA
693
Parallel Advisors
California
$145K +$6.83K +90 +5%
O
694
Ossiam
France
$145K +$16.4K +216 +13%
NSIM
695
North Star Investment Management
Illinois
$143K – – –
Commonwealth Equity Services
696
Commonwealth Equity Services
Massachusetts
$142K -$4.34K -57,259 -3%
KFS
697
Kelly Financial Services
Massachusetts
$138K – – –
HNB
698
Huntington National Bank
Ohio
$129K +$11.4K +150 +10%
CAC
699
Certified Advisory Corp
Florida
$129K +$129K +1,697 New
PA
700
PSI Advisors
Florida
$126K +$24.4K +322 +24%
26 27
28
29 30