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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 %
CAM
851
Cresset Asset Management
Illinois
– – -3,628 Closed
SWMP
852
Signature Wealth Management Partners
New Jersey
– – -3,371 Closed
LCWP
853
Legacy Capital Wealth Partners
Arkansas
– – -3,350 Closed
OTL
854
Oak Thistle LLC
New York
– – -3,275 Closed
MWM
855
Mission Wealth Management
California
– – -3,214 Closed
LRWA
856
Long Run Wealth Advisors
New York
– – -3,039 Closed
KI
857
Kapitalo Investimentos
Brazil
– – -2,989 Closed
AIA
858
Allied Investment Advisors
Montana
– – -2,945 Closed
KeyBank National Association
859
KeyBank National Association
Ohio
– – -2,920 Closed
DWMS
860
Dominguez Wealth Management Solutions
Virginia
– – -2,882 Closed
CAAS
861
Capital Asset Advisory Services
Michigan
– – -2,875 Closed
HL
862
HeadInvest LLC
Maine
– – -2,862 Closed
GWANC
863
Guardian Wealth Advisors (North Carolina)
North Carolina
– – -2,860 Closed
TF
864
Trek Financial
Arizona
– – -2,858 Closed
UL
865
Unionview LLC
Washington
– – -2,853 Closed
CCA
866
Conestoga Capital Advisors
Pennsylvania
– – -2,850 Closed
AFO
867
Allie Family Office
Florida
– – -2,800 Closed
PA
868
Prism Advisors
California
– – -2,791 Closed
CGH
869
Crossmark Global Holdings
Texas
– – -2,787 Closed
WF
870
Welch & Forbes
Massachusetts
– – -2,760 Closed
AAS
871
Annex Advisory Services
Wisconsin
– – -2,733 Closed
SAM
872
SignalPoint Asset Management
Missouri
– – -2,694 Closed
EWM
873
EPG Wealth Management
Georgia
– – -2,694 Closed
GCM
874
Gator Capital Management
Florida
– – -2,660 Closed
BWM
875
BCS Wealth Management
Tennessee
– – -2,639 Closed
33 34
35
36 37