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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.

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

Top Sellers

1
RC
Resolution Capital
Australia
$31.8M
2
ZIM
Zacks Investment Management
Illinois
$43.3M
3
Capital World Investors
Capital World Investors
California
$202M
4
Barclays
Barclays
United Kingdom
$31.6M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NECFA
751
New England Capital Financial Advisors
Connecticut
$45.1K – – –
MA
752
Montag & Associates
Georgia
$44.8K – – –
FFA
753
Farther Finance Advisors
California
$44K -$4.93K -65 -10%
RDFA
754
Ritter Daniher Financial Advisory
Ohio
$42.1K – – –
ME
755
McIlrath & Eck
Washington
$41K – – –
SWA
756
Sutton Wealth Advisors
Florida
$40.2K +$9.71K +128 +32%
AS
757
Altshuler Shaham
Israel
$40K -$5.69K -75 -12%
RFA
758
Resurgent Financial Advisors
Georgia
$39.4K -$8.19K -108 -17%
Jones Financial Companies
759
Jones Financial Companies
Missouri
$37.9K +$12.6K +166 +50%
NFSG
760
Newbridge Financial Services Group
Florida
$37.5K – – –
SIC
761
SJS Investment Consulting
Ohio
$36.4K – – –
CG
762
Cutler Group
California
$35K +$7.36K +97 +27%
WWM
763
Wolff Wiese Magana
California
$34.9K – – –
CM
764
Cornerstone Management
Georgia
$33.8K – – –
HCP
765
Hexagon Capital Partners
Arkansas
$32.7K -$152 -2 -0.5%
TF
766
Tompkins Financial
New York
$31.4K – – –
HFS
767
HBC Financial Services
Washington
$31K +$31K +449 New
DWA
768
Dougherty Wealth Advisers
Minnesota
$31K – – –
LWANC
769
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.7K – – –
VCM
770
Versant Capital Management
Arizona
$29.4K – – –
TIM
771
Thompson Investment Management
Wisconsin
$27K +$27K +356 New
RF
772
Robbins Farley
New Hampshire
$26.7K +$26.7K +352 New
TF
773
TimeScale Financial
Massachusetts
$26.7K – – –
CA
774
Clearstead Advisors
Ohio
$23.2K – – –
HFM
775
Harvest Fund Management
China
$23K – – –
29 30
31
32 33