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W.P. Carey
WPC

Overview Fund Activity

813 hedge funds and large institutions have $9.19B invested in W.P. Carey in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 312 increasing their positions, 294 reducing their positions, and 87 closing their positions.

Holders
813
Holders Change
-19
Holders Change %
-2.28%
% of All Funds
12.82%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
74
Increased
312
Reduced
294
Closed
87
Calls
$215M
Puts
$55.3M
Net Calls
+$160M
Net Calls Change
+$82.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$100M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$73.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$63.2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$41.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$34.7M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$37.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$85.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.45M
5
RC
5
Resolution Capital
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CNBTD
776
Citizens National Bank Trust Department
Mississippi
$13.2K 195 – –
C
777
Covestor
United Kingdom
$13K 188 – –
SAG
778
Spotlight Asset Group
Illinois
$12.8K 190 +190 New
PO
779
Private Ocean
California
$12K 178 – –
RTC
780
Riverview Trust Company
Washington
$11.6K 172 – –
CA
781
Clearstead Advisors
Ohio
$11.4K 168 -132 -44%
EWM
782
Endurance Wealth Management
Rhode Island
$11K 160 – –
FP
783
Financial Perspectives
Minnesota
$10.7K 158 – –
IHWM
784
Iron Horse Wealth Management
Iowa
$10.1K 150 – –
BAM
785
Byrne Asset Management
New Jersey
$10K 150 – –
CG
786
Cutler Group
California
$9K 147 -305 -67%
BIA
787
Bell Investment Advisors
California
$8.99K 133 +22 +20%
RTL
788
Red Tortoise LLC
Georgia
$8.92K 132 +132 New
MHR
789
Matthew Hamilton Rosenberg
$8.72K 129 – –
FCT
790
First Community Trust
Iowa
$8.11K 120 – –
EARNEST Partners
791
EARNEST Partners
Georgia
$7.7K 114 – –
CHA
792
Carmichael Hill & Associates
Maryland
$7.03K 104 – –
PFG
793
Piershale Financial Group
Illinois
$6.76K 100 – –
MPWT
794
MassMutual Private Wealth & Trust
Connecticut
$6.69K 99 -62 -39%
ZB
795
Zions Bancorporation
Utah
$6.01K 89 +30 +51%
PFBT
796
Parkside Financial Bank & Trust
Missouri
$4.8K 71 +57 +407%
FA
797
Financial Avengers
California
$3.57K 53 +1 +2%
BCWM
798
Bartlett & Co Wealth Management
Ohio
$3.29K 48 – –
IA
799
IFS Advisors
Kansas
$3.24K 48 – –
BF
800
BOK Financial
Oklahoma
$3.18K 47 – –
30 31
32
33 34