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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 %
Canada Life
51
Canada Life
Manitoba, Canada
$17.6M 325,449 +9,517 +3%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$17.4M 321,093 -25,571 -7%
SEI Investments
53
SEI Investments
Pennsylvania
$16.3M 301,656 +132,120 +78%
Nomura Asset Management
54
Nomura Asset Management
Japan
$15.8M 292,818 +2,910 +1%
Allianz Asset Management
55
Allianz Asset Management
Germany
$15.7M 290,050 -14,048 -5%
ECM
56
ExodusPoint Capital Management
New York
$15.6M 288,241 +264,768 +1,128%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$15.3M 283,701 -5,255 -2%
Goldman Sachs
58
Goldman Sachs
New York
$14.4M 265,818 -59,982 -18%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$14.2M 262,809 +4,685 +2%
Deutsche Bank
60
Deutsche Bank
Germany
$13.5M 249,527 -1,019,245 -80%
Citadel Advisors
61
Citadel Advisors
Florida
$13.1M 242,870 -692,448 -74%
SO
62
STRS Ohio
Ohio
$12.7M 235,226 -26,416 -10%
Allspring Global Investments
63
Allspring Global Investments
North Carolina
$12.6M 233,091 +228,136 +4,604%
RJA
64
Raymond James & Associates
Florida
$12.4M 228,419 -47,750 -17%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$12M 222,608 -30,590 -12%
Mitsubishi UFJ Asset Management
66
Mitsubishi UFJ Asset Management
Japan
$11.9M 219,159 +10,562 +5%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$11.8M 218,991 -3,680 -2%
Truist Financial
68
Truist Financial
North Carolina
$11.5M 212,281 -1,881 -0.9%
Franklin Resources
69
Franklin Resources
California
$11.1M 205,510 +5,394 +3%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$10.7M 198,451 -16,600 -8%
Marshall Wace
71
Marshall Wace
United Kingdom
$9.54M 176,394 -438,999 -71%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$9.51M 175,840 -321,637 -65%
LIP
73
Lighthouse Investment Partners
Florida
$9.46M 175,000 +175,000 New
FP
74
Foundry Partners
Minnesota
$9.38M 173,469 -1,029 -0.6%
TA
75
TruWealth Advisors
Louisiana
$8.96M 165,753 +4,643 +3%
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3
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