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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 %
BAM
826
BOS Asset Management
Illinois
– – -3,200 Closed
EFH
827
Eaton Financial Holdings
Florida
– – -3,192 Closed
MAG
828
MRA Advisory Group
New Jersey
– – -3,182 Closed
SB
829
Strategic Blueprint
Georgia
– – -3,163 Closed
ONB
830
Old National Bancorp
Indiana
– – -3,162 Closed
MS
831
Maven Securities
Jersey
– – -3,154 Closed
VA
832
Valmark Advisers
Ohio
– – -3,135 Closed
WP
833
WealthSpring Partners
California
– – -3,088 Closed
SCM
834
Schnieders Capital Management
California
– – -3,082 Closed
REMPR
835
Roof Eidam Maycock Peralta (REMP)
California
– – -3,000 Closed
IDA
836
Intelligence Driven Advisers
California
– – -3,000 Closed
MKA
837
M. Kulyk & Associates
Georgia
– – -2,995 Closed
SC
838
Savant Capital
Illinois
– – -2,961 Closed
HS
839
Horan Securities
United States
– – -2,045 Closed
BWP
840
Baldwin Wealth Partners
Massachusetts
– – -800 Closed
Bank Julius Baer & Co
841
Bank Julius Baer & Co
Switzerland
– – -788 Closed
RI
842
Ridgewood Investments
New Jersey
– – -750 Closed
BWS
843
Buck Wealth Strategies
Colorado
– – -677 Closed
IGWM
844
ICA Group Wealth Management
Colorado
– – -600 Closed
PIAS
845
PCA Investment Advisory Services
Ohio
– – -570 Closed
FA
846
Fiduciary Alliance
South Carolina
– – -546 Closed
PCTC
847
Perkins Coie Trust Company
Washington
– – -526 Closed
AS
848
Altshuler Shaham
Israel
– – -514 Closed
QL
849
Quarry LP
New York
– – -420 Closed
FBC
850
Fairfield, Bush & Co
Connecticut
– – -325 Closed
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