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W.P. Carey
WPC

Overview Fund Activity

773 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 231 increasing their positions, 309 reducing their positions, and 76 closing their positions.

Holders
773
Holders Change
+33
Holders Change %
+4.46%
% of All Funds
11.33%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
117
Increased
231
Reduced
309
Closed
76
Calls
$169M
Puts
$61.4M
Net Calls
+$108M
Net Calls Change
-$19M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.71B
2
Cohen & Steers
2
Cohen & Steers
New York
$732M
3
State Street
3
State Street
Massachusetts
$848M
4
Morgan Stanley
4
Morgan Stanley
New York
$246M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$166M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$260M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.27M
3
Ameriprise
3
Ameriprise
Minnesota
$52.3M
4
American Century Companies
4
American Century Companies
Missouri
$48.6M
5
SSA
5
Schonfeld Strategic Advisors
New York
$10.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CIMLRA
776
CBRE Investment Management Listed Real Assets
Pennsylvania
– – -153,656 Closed
Qube Research & Technologies (QRT)
777
Qube Research & Technologies (QRT)
United Kingdom
– – -142,218 Closed
WHG
778
Westwood Holdings Group
Texas
– – -110,000 Closed
MDCM
779
Morgan Dempsey Capital Management
Wisconsin
– – -106,061 Closed
EE
780
EWG Elevate
California
– – -80,837 Closed
DFG
781
Demars Financial Group
Washington
– – -76,214 Closed
CM
782
Caption Management
Oklahoma
– – -75,000 Closed
Millennium Management
783
Millennium Management
New York
– – -67,002 Closed
YIH
784
Y-Intercept (HK)
Hong Kong
– – -56,780 Closed
XF
785
XML Financial
Maryland
– – -47,202 Closed
Squarepoint
786
Squarepoint
New York
– – -46,816 Closed
B
787
Bensler
Washington
– – -36,604 Closed
DLCIG
788
D.L. Carlson Investment Group
New Hampshire
– – -34,046 Closed
DFCM
789
Dark Forest Capital Management
Puerto Rico
– – -33,033 Closed
PI
790
PEAK6 Investments
Illinois
– – -27,025 Closed
WorldQuant Millennium Advisors
791
WorldQuant Millennium Advisors
New York
– – -21,212 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
792
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -19,300 Closed
JCM
793
Jag Capital Management
Missouri
– – -18,462 Closed
FC
794
FORA Capital
Florida
– – -14,750 Closed
FRM
795
Fox Run Management
Connecticut
– – -14,158 Closed
GCP
796
Garda Capital Partners
Minnesota
– – -13,889 Closed
D.E. Shaw & Co
797
D.E. Shaw & Co
New York
– – -13,845 Closed
Walleye Capital
798
Walleye Capital
New York
– – -13,839 Closed
CW
799
Connectus Wealth
Ohio
– – -13,645 Closed
OTL
800
Oak Thistle LLC
New York
– – -11,451 Closed
30 31
32
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