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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
12.83%
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 %
BC
801
Bartlett & Co
Ohio
$3K 48 – –
EAM
802
Eukles Asset Management
Ohio
$2.03K 30 – –
PPC
803
Park Place Capital
Alabama
$1.96K 29 – –
DWA
804
Delos Wealth Advisors
Texas
$1.91K 28 – –
NCM
805
Northwest Capital Management
Oregon
$1.69K 25 +25 New
BAAM
806
Baker Avenue Asset Management
California
$1.49K 22 +22 New
LOIP
807
Live Oak Investment Partners
Texas
– – – –
BWL
808
Bogart Wealth LLC
Virginia
$1.15K 17 – –
CWC
809
Carolinas Wealth Consulting
North Carolina
$1.1K 16 +5 +45%
RMC
810
Resources Management Corp
Connecticut
$1K 20 -17,780 -100%
GEA
811
Glen Eagle Advisors
New Jersey
$406 6 – –
TFM
812
TFC Financial Management
Massachusetts
$406 6 +6 New
AWM
813
Abound Wealth Management
Tennessee
$271 4 +4 New
SVCP
814
Silicon Valley Capital Partners
California
– – – –
Capital World Investors
815
Capital World Investors
California
– – -2,601,691 Closed
RC
816
Resolution Capital
Australia
– – -410,199 Closed
Point72 Asset Management
817
Point72 Asset Management
Connecticut
– – -189,500 Closed
CWM
818
CIBC World Markets
New York
– – -68,429 Closed
GC
819
Guardian Capital
Ontario, Canada
– – -64,138 Closed
Two Sigma Investments
820
Two Sigma Investments
New York
– – -55,523 Closed
CWP
821
Cyndeo Wealth Partners
Florida
– – -49,848 Closed
TWM
822
TriaGen Wealth Management
California
– – -40,234 Closed
AG
823
Ascent Group
Virginia
– – -31,231 Closed
MAM
824
Morse Asset Management
Connecticut
– – -27,275 Closed
OCBCO
825
Oversea-Chinese Banking Corp (OCBC)
Singapore
– – -22,892 Closed
31 32
33
34 35