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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 %
EC
801
Elequin Capital
New York
– – -10,580 Closed
RWA
802
Rainsberger Wealth Advisors
Colorado
– – -10,482 Closed
Point72 Asset Management
803
Point72 Asset Management
Connecticut
– – -10,000 Closed
FFN
804
Focus Financial Network
Minnesota
– – -9,433 Closed
SBIA
805
Sheaff Brock Investment Advisors
Indiana
– – -9,245 Closed
TCM
806
Triumph Capital Management
Colorado
– – -9,044 Closed
Wolverine Trading
807
Wolverine Trading
Illinois
– – -8,374 Closed
EF
808
Empowered Funds
Pennsylvania
– – -7,299 Closed
SG
809
StoneX Group
New York
– – -7,075 Closed
HIP
810
Harrell Investment Partners
Texas
– – -6,430 Closed
SW
811
SVB Wealth
Massachusetts
– – -6,269 Closed
MC
812
Matisse Capital
Oregon
– – -6,063 Closed
BG
813
Benedetti & Gucer
Georgia
– – -5,834 Closed
ACM
814
Avalon Capital Management
California
– – -5,359 Closed
PIA
815
Pinion Investment Advisors
Kansas
– – -5,065 Closed
MYLI
816
Meiji Yasuda Life Insurance
Japan
– – -4,850 Closed
HG
817
Herbst Group
Connecticut
– – -4,850 Closed
KMWM
818
Keudell/Morrison Wealth Management
Oregon
– – -4,800 Closed
FB
819
Fulton Bank
Pennsylvania
– – -4,500 Closed
CIC
820
Chase Investment Counsel
Virginia
– – -4,378 Closed
CCIA
821
Campbell & Co Investment Adviser
Maryland
– – -4,350 Closed
ACI
822
Alpha Cubed Investments
California
– – -4,300 Closed
VBFG
823
Vishria Bird Financial Group
Tennessee
– – -4,240 Closed
WC
824
Wexford Capital
Florida
– – -4,000 Closed
AWE
825
Avidian Wealth Enterprises
Texas
– – -3,956 Closed
31 32
33
34 35