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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 %
Group One Trading
826
Group One Trading
Illinois
– – -15,328 Closed
XT
827
XTX Topco
Cayman Islands
– – -13,930 Closed
QCM
828
Quantinno Capital Management
New York
– – -12,992 Closed
MCC
829
Money Concepts Capital
Florida
– – -10,482 Closed
DEA
830
DoubleLine ETF Adviser
Florida
– – -10,448 Closed
LHC
831
Little House Capital
Massachusetts
– – -10,074 Closed
EWM
832
Empirical Wealth Management
Washington
– – -9,181 Closed
DTL
833
Dynamic Technology Lab
Singapore
– – -8,669 Closed
GBWM
834
Granite Bay Wealth Management
New Hampshire
– – -7,939 Closed
CQS
835
Credential Qtrade Securities
– – -7,888 Closed
NF
836
Nvest Financial
New Hampshire
– – -6,936 Closed
Tudor Investment Corp
837
Tudor Investment Corp
Connecticut
– – -6,725 Closed
ACM
838
AlphaStar Capital Management
North Carolina
– – -6,578 Closed
AFG
839
Atomi Financial Group
New York
– – -6,158 Closed
DMKJ
840
David M. Knott Jr
– – -6,000 Closed
ASFA
841
All Season Financial Advisors
Colorado
– – -5,651 Closed
YIH
842
Y-Intercept (HK)
Hong Kong
– – -5,416 Closed
AA
843
Argent Advisors
Louisiana
– – -5,058 Closed
CFO
844
Colony Family Offices
North Carolina
– – -5,000 Closed
CD
845
Chapin Davis
Maryland
– – -4,873 Closed
AFP
846
Ausdal Financial Partners
Iowa
– – -4,530 Closed
BCM
847
Beck Capital Management
Texas
– – -4,403 Closed
CAGAS
848
Capital Advisory Group Advisory Services
Minnesota
– – -4,082 Closed
CCA
849
Checchi Capital Advisers
California
– – -4,064 Closed
HH
850
Hilltop Holdings
Texas
– – -3,887 Closed
32 33
34
35 36