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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 %
RFC
801
Regions Financial Corp
Alabama
– – -4,457 Closed
BAG
802
Bridgewealth Advisory Group
California
– – -4,238 Closed
CIM
803
Cambria Investment Management
California
– – -4,123 Closed
TWM
804
Thrive Wealth Management
Pennsylvania
– – -3,893 Closed
VHAM
805
Van Hulzen Asset Management
California
– – -3,849 Closed
SCA
806
Snowden Capital Advisors
New York
– – -3,809 Closed
USCWA
807
U.S. Capital Wealth Advisors
Texas
– – -3,714 Closed
SIM
808
Stratos Investment Management
Ohio
– – -3,701 Closed
AWA
809
Arkadios Wealth Advisors
Georgia
– – -3,698 Closed
TI
810
TTP Investments
California
– – -3,678 Closed
SWM
811
Silverlake Wealth Management
Vermont
– – -3,660 Closed
BBWP
812
Beacon Bridge Wealth Partners
Pennsylvania
– – -3,613 Closed
NYLIM
813
New York Life Investment Management
New York
– – -3,603 Closed
RWM
814
Ritholtz Wealth Management
New York
– – -3,565 Closed
ESB
815
Essex Savings Bank
Connecticut
– – -3,564 Closed
FAG
816
Fortitude Advisory Group
Washington
– – -3,560 Closed
CM
817
Churchill Management
California
– – -3,557 Closed
WSTAM
818
Wilbanks Smith & Thomas Asset Management
Virginia
– – -3,544 Closed
LFAS
819
Level Four Advisory Services
Texas
– – -3,450 Closed
MGIA
820
Moneta Group Investment Advisors
Missouri
– – -3,417 Closed
ACA
821
Aptus Capital Advisors
Alabama
– – -3,281 Closed
AGA
822
Arkos Global Advisors
Texas
– – -3,276 Closed
V
823
Veritable
Delaware
– – -3,261 Closed
PFGIA
824
Patriot Financial Group Insurance Agency
Massachusetts
– – -3,251 Closed
PFA
825
Pure Financial Advisors
California
– – -3,209 Closed
31 32
33
34 35