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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 %
Twin Tree Management
776
Twin Tree Management
Texas
– – -10,003 Closed
TFS
777
Thoroughbred Financial Services
Tennessee
– – -8,437 Closed
ACM
778
Ayrshire Capital Management
Connecticut
– – -8,408 Closed
LFA
779
Landmark Financial Advisors
Kentucky
– – -8,253 Closed
MC
780
Machina Capital
France
– – -8,072 Closed
BC
781
Bridgefront Capital
Texas
– – -7,594 Closed
BFG
782
Bleakley Financial Group
New Jersey
– – -7,396 Closed
SS
783
Simplicity Solutions
Minnesota
– – -7,396 Closed
Renaissance Technologies
784
Renaissance Technologies
New York
– – -7,200 Closed
JF
785
Jump Financial
Illinois
– – -7,018 Closed
MCP
786
Mirador Capital Partners
California
– – -6,746 Closed
WP
787
Wealthspan Partners
Iowa
– – -6,597 Closed
TPW
788
Transatlantique Private Wealth
New York
– – -6,497 Closed
BHPW
789
Beverly Hills Private Wealth
California
– – -6,216 Closed
KWA
790
Kingswood Wealth Advisors
California
– – -6,105 Closed
TCWM
791
Total Clarity Wealth Management
Illinois
– – -5,557 Closed
NERM
792
New England Research & Management
Illinois
– – -5,537 Closed
CW
793
CreativeOne Wealth
Kansas
– – -5,464 Closed
RBCM
794
Raub Brock Capital Management
California
– – -5,390 Closed
CTA
795
Chesley Taft & Associates
Illinois
– – -5,017 Closed
MSS
796
Mitchell Sinkler & Starr
Pennsylvania
– – -4,625 Closed
ECM
797
Evergreen Capital Management
Washington
– – -4,617 Closed
DCM
798
Dupont Capital Management
Delaware
– – -4,596 Closed
FHC
799
First Heartland Consultants
Missouri
– – -4,546 Closed
PAMG
800
Patton Albertson Miller Group
Tennessee
– – -4,492 Closed
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32
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