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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 %
VIA
751
Vident Investment Advisory
Georgia
– – -32,785 Closed
SIA
752
SeaBridge Investment Advisors
New Jersey
– – -30,696 Closed
SWA
753
Stratos Wealth Advisors
Ohio
– – -28,382 Closed
Adage Capital Partners
754
Adage Capital Partners
Massachusetts
– – -25,000 Closed
BMA
755
Brooks Moore & Associates
Tennessee
– – -21,545 Closed
CC
756
Cipher Capital
New York
– – -21,025 Closed
VWA
757
V Wealth Advisors
Kansas
– – -20,630 Closed
Parallax Volatility Advisers
758
Parallax Volatility Advisers
California
– – -19,960 Closed
TBC
759
Ted Buchan & Co
California
– – -19,089 Closed
MCIA
760
Mountain Capital Investment Advisors
Colorado
– – -18,650 Closed
CCM
761
Community Capital Management
Florida
– – -18,400 Closed
PA
762
PFG Advisors
Arizona
– – -14,987 Closed
MWM
763
Madison Wealth Management
Ohio
– – -14,000 Closed
Natixis Advisors
764
Natixis Advisors
Massachusetts
– – -13,816 Closed
NWM
765
NEIRG Wealth Management
Massachusetts
– – -13,381 Closed
Man Group
766
Man Group
United Kingdom
– – -13,003 Closed
HT
767
HAP Trading
New York
– – -12,438 Closed
GCP
768
GSA Capital Partners
United Kingdom
– – -12,424 Closed
I
769
InceptionR
California
– – -12,168 Closed
TC
770
TwinBeech Capital
New York
– – -11,825 Closed
VF
771
Virtu Financial
New York
– – -11,684 Closed
TSS
772
Two Sigma Securities
New York
– – -11,610 Closed
GCM
773
Greenland Capital Management
New York
– – -11,500 Closed
VAS
774
Vestmark Advisory Solutions
Massachusetts
– – -10,495 Closed
PMA
775
Prudent Man Advisors
Illinois
– – -10,429 Closed
29 30
31
32 33