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W.P. Carey
WPC

Overview Fund Activity

832 hedge funds and large institutions have $10.5B invested in W.P. Carey in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 345 increasing their positions, 271 reducing their positions, and 60 closing their positions.

Holders
832
Holders Change
-15
Holders Change %
-1.77%
% of All Funds
13.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
64
Increased
345
Reduced
271
Closed
60
Calls
$106M
Puts
$28.7M
Net Calls
+$77.3M
Net Calls Change
+$23.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$508M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.36B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41.1M
4
BlackRock
4
BlackRock
New York
$1.19B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$23.3M

Top Sellers

1
RC
1
Resolution Capital
Australia
$31.8M
2
ZIM
2
Zacks Investment Management
Illinois
$43.3M
3
Capital World Investors
3
Capital World Investors
California
$202M
4
Barclays
4
Barclays
United Kingdom
$31.6M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
826
Parkside Financial Bank & Trust
Missouri
$1.09K +$543 +7 +100%
CWC
827
Carolinas Wealth Consulting
North Carolina
$864 – – –
RAM
828
Riggs Asset Management
Pennsylvania
$797 – – –
GEA
829
Glen Eagle Advisors
New Jersey
$465 – – –
FCA
830
Fortis Capital Advisors
Kansas
$232 -$1.39K -18 -86%
VWM
831
Valley Wealth Managers
New Jersey
$69 -$3.78M -54,812 -100%
SFCL
832
Strengthening Families & Communities LLC
Massachusetts
$48 +$1 +8 +1%
SVCP
833
Silicon Valley Capital Partners
California
$23 -$23 – –
Millennium Management
834
Millennium Management
New York
– -$28.2M -368,243 Closed
PRS
835
Pinkerton Retirement Specialists
Idaho
– -$2.53M -33,059 Closed
WAM
836
Weiss Asset Management
Massachusetts
– -$2.34M -30,630 Closed
ProShare Advisors
837
ProShare Advisors
Maryland
– -$2.07M -27,058 Closed
MFG
838
Merit Financial Group
Georgia
– -$1.38M -18,002 Closed
AC
839
Allstate Corporation
Illinois
– -$1.01M -13,229 Closed
QT
840
Quantamental Technologies
New York
– -$688K -8,989 Closed
IMCOOI
841
Investment Management Corp of Ontario (IMCO)
Canada
– -$616K -8,049 Closed
TCM
842
Triumph Capital Management
Colorado
– -$567K -7,404 Closed
KA
843
Kercheville Advisors
Texas
– -$469K -6,126 Closed
CGIM
844
Cannon Global Investment Management
Florida
– -$469K -6,126 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
845
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$428K -5,586 Closed
BFM
846
Boothbay Fund Management
New York
– -$395K -5,164 Closed
MM
847
MQS Management
New York
– -$368K -4,807 Closed
Simplex Trading
848
Simplex Trading
Illinois
– -$326K -4,260 Closed
PAS
849
Park Avenue Securities
New York
– -$324K -4,236 Closed
WPW
850
Warther Private Wealth
Ohio
– -$298K -3,889 Closed
32 33
34
35 36