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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.

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

Top Sellers

1
RC
1
Resolution Capital
Australia
$31.8M
2
ZIM
2
Zacks Investment Management
Illinois
$43.3M
3
Capital World Investors
3
Capital World Investors
California
$202M
4
Barclays
4
Barclays
United Kingdom
$31.6M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Life
51
Canada Life
Manitoba, Canada
$24.2M 311,670 +32,225 +12%
National Pension Service
52
National Pension Service
South Korea
$24M 310,761 +31,212 +11%
BAM
53
Berkshire Asset Management
Pennsylvania
$23.6M 304,364 -2,606 -0.8%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$23.3M 300,450 +271,513 +938%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$22.4M 288,927 -7,958 -3%
HighTower Advisors
56
HighTower Advisors
Illinois
$21.9M 282,334 -4,331 -2%
Nomura Asset Management
57
Nomura Asset Management
Japan
$21.5M 278,085 +12,482 +5%
Goldman Sachs
58
Goldman Sachs
New York
$21M 271,695 -117,855 -30%
Amundi
59
Amundi
France
$20.7M 278,256 +3,316 +1%
Swedbank
60
Swedbank
Sweden
$20.3M 262,039 – –
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$20.3M 261,455 -118 -0%
SSA
62
Schonfeld Strategic Advisors
New York
$19.4M 250,512 -127,268 -34%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$18.8M 242,943 -38,585 -14%
Franklin Resources
64
Franklin Resources
California
$18.7M 240,958 +23,707 +11%
CIM
65
Centersquare Investment Management
Pennsylvania
$17.9M 230,559 +4,030 +2%
Prudential Financial
66
Prudential Financial
New Jersey
$17M 203,458 +192,542 +1,764%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$16.5M 212,769 – –
Truist Financial
68
Truist Financial
North Carolina
$15.5M 200,493 +4,195 +2%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$15.5M 199,512 -6,355 -3%
Renaissance Technologies
70
Renaissance Technologies
New York
$15.4M 199,100 -78,195 -28%
SEI Investments
71
SEI Investments
Pennsylvania
$15M 194,271 -81,458 -30%
Citigroup
72
Citigroup
New York
$14.9M 192,388 +43,662 +29%
Mitsubishi UFJ Asset Management
73
Mitsubishi UFJ Asset Management
Japan
$14.8M 191,093 +19,858 +12%
Point72 Asset Management
74
Point72 Asset Management
Connecticut
$14.7M 189,500 +189,500 New
Handelsbanken Fonder
75
Handelsbanken Fonder
Sweden
$14.6M 188,791 -530 -0.3%
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3
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