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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 %
LWANC
676
Laurel Wealth Advisors (North Carolina)
North Carolina
$21.4K – – –
VCM
677
Versant Capital Management
Arizona
$20.7K +$212 +4 +1%
RWPA
678
Richard W. Paul & Associates
Michigan
$20K -$48.2K -911 -71%
CPG
679
Cornerstone Planning Group
New Jersey
$19.7K -$11.3K -214 -37%
TIM
680
Thompson Investment Management
Wisconsin
$18.9K – – –
RF
681
Robbins Farley
New Hampshire
$18.7K +$18.7K +352 New
NRG
682
Nemes Rush Group
Michigan
$17.9K – – –
SFA
683
Semmax Financial Advisors
North Carolina
$16.9K +$16.9K +323 New
CWM
684
Cedar Wealth Management
California
$16.2K -$65K -1,226 -80%
HFM
685
Harvest Fund Management
China
$16K – – –
TCOV
686
Trust Company of Vermont
Vermont
$15.7K – – –
GIA
687
GHP Investment Advisors
Colorado
$15.4K – – –
BF
688
BOK Financial
Oklahoma
$15.2K +$12.7K +241 +502%
JWM
689
Janiczek Wealth Management
Colorado
$14.9K -$14.4K -267 -49%
BCM
690
Blume Capital Management
California
$14.5K – – –
FSWA
691
Financial Synergies Wealth Advisors
Texas
$14.2K +$265 +5 +2%
VF
692
VitalStone Financial
Texas
$14K – – –
AWM
693
Ameliora Wealth Management
Switzerland
$12.4K – – –
BIA
694
Bell Investment Advisors
California
$12.3K +$5.08K +96 +71%
RFG
695
RFP Financial Group
Georgia
$12.3K – – –
CWA
696
Core Wealth Advisors
Florida
$12.2K – – –
BCMIO
697
Beacon Capital Management Inc (Ohio)
Ohio
$12.1K – – –
TSW
698
Thompson Siegel & Walmsley
Virginia
$11K – – –
ST
699
Smithfield Trust
Pennsylvania
$11K – – –
DAM
700
Delta Asset Management
Tennessee
$10.8K – – –
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