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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 %
IA
726
IFS Advisors
Kansas
$2.6K 49 – –
ZB
727
Zions Bancorporation
Utah
$2.16K 41 -50 -55%
DWA
728
Delos Wealth Advisors
Texas
$1.87K 30 +1 +3%
WWP
729
WR Wealth Planners
Missouri
$1.79K 34 +34 New
EAM
730
Eukles Asset Management
Ohio
$1.62K 31 – –
PPC
731
Park Place Capital
Alabama
$1.57K 30 – –
NCM
732
Northwest Capital Management
Oregon
$1.35K 26 – –
CWC
733
Carolinas Wealth Consulting
North Carolina
$1.02K 19 +3 +19%
AA
734
AlphaMark Advisors
Kentucky
$1K 26 -250 -91%
BWL
735
Bogart Wealth LLC
Virginia
$919 17 – –
BAAM
736
Baker Avenue Asset Management
California
$757 14 -8 -36%
VAG
737
VisionPoint Advisory Group
Texas
$541 10 +10 New
TFM
738
TFC Financial Management
Massachusetts
$325 6 – –
GEA
739
Glen Eagle Advisors
New Jersey
$324 6 – –
EIP
740
Epoch Investment Partners
New York
– – -919,739 Closed
RGREA
741
Ranger Global Real Estate Advisors
Colorado
– – -202,055 Closed
CSS
742
Cubist Systematic Strategies
Connecticut
– – -85,389 Closed
OA
743
Oxbow Advisors
Texas
– – -72,894 Closed
QT
744
Quantbot Technologies
New York
– – -60,718 Closed
OHIS
745
Oak Harvest Investment Services
Texas
– – -59,741 Closed
TA
746
Tectonic Advisors
Texas
– – -55,210 Closed
Simplex Trading
747
Simplex Trading
Illinois
– – -48,716 Closed
GCA
748
GSI Capital Advisors
California
– – -46,361 Closed
HF
749
HRT Financial
New York
– – -44,524 Closed
Holocene Advisors
750
Holocene Advisors
New York
– – -41,728 Closed
28 29
30
31 32