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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.

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 Market Value Shares Shares
Change 		Shares
Change %
DAM
701
Delta Asset Management
Tennessee
$10.8K 204 – –
CNBTD
702
Citizens National Bank Trust Department
Mississippi
$10.5K 199 – –
SAG
703
Spotlight Asset Group
Illinois
$10.3K 194 – –
RL
704
Rogco LP
Oklahoma
$10.3K 194 +194 New
CCM
705
Chilton Capital Management
Texas
$9.74K 184 -775 -81%
PO
706
Private Ocean
California
$9.63K 182 – –
CIA
707
Cape Investment Advisory
Georgia
$9.63K 182 +182 New
CA
708
Crewe Advisors
Utah
$9.46K 179 +179 New
TPCW
709
TD Private Client Wealth
New York
$9.09K 172 -8,227 -98%
FP
710
Financial Perspectives
Minnesota
$8.55K 161 – –
IHWM
711
Iron Horse Wealth Management
Iowa
$8.11K 153 – –
BAM
712
Byrne Asset Management
New Jersey
$8K 153 – –
MPWT
713
MassMutual Private Wealth & Trust
Connecticut
$7.68K 145 +44 +44%
MRCM
714
M&R Capital Management
New Jersey
$7.63K 144 +144 New
MHR
715
Matthew Hamilton Rosenberg
$6.98K 132 – –
FCT
716
First Community Trust
Iowa
$6.49K 123 – –
EARNEST Partners
717
EARNEST Partners
Georgia
$6.17K 116 – –
CHA
718
Carmichael Hill & Associates
Maryland
$5.63K 106 – –
JMF
719
Johnson Midwest Financial
Iowa
$5.41K 102 +102 New
PWA
720
Provenance Wealth Advisors
Florida
$5.41K 102 +102 New
HWP
721
Hibernia Wealth Partners
Louisiana
$5.11K 97 +97 New
SL
722
Salomon & Ludwin
Virginia
$4.71K 89 +89 New
PFBT
723
Parkside Financial Bank & Trust
Missouri
$3.84K 72 – –
VWM
724
Venturi Wealth Management
Texas
$3.14K 59 +59 New
FA
725
Financial Avengers
California
$2.91K 55 +1 +2%
27 28
29
30 31