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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 Market Value Shares Shares
Change 		Shares
Change %
RBC
876
Roble Belko & Company
Pennsylvania
– – -559 Closed
RFS
877
Retirement Financial Solutions
Tennessee
– – -361 Closed
OWA
878
One Wealth Advisors
California
– – -319 Closed
CT
879
Cambridge Trust
Massachusetts
– – -260 Closed
VF
880
VitalStone Financial
Texas
– – -259 Closed
EL
881
EMFO LLC
Florida
– – -200 Closed
HB
882
Horizon Bancorp
Indiana
– – -200 Closed
GAG
883
Goodman Advisory Group
Massachusetts
– – -200 Closed
ACP
884
Arcus Capital Partners
Georgia
– – -197 Closed
SC
885
Steph & Co
Wisconsin
– – -185 Closed
SWM
886
Sugarloaf Wealth Management
Georgia
– – -152 Closed
SA
887
SRH Advisors
Kansas
– – -150 Closed
AF
888
Affiance Financial
Minnesota
– – -123 Closed
CS
889
Comerica Securities
Michigan
– – -83 Closed
CHC
890
City Holding Co
West Virginia
– – -43 Closed
WTC
891
WhitTier Trust Company
Nevada
– – -31 Closed
LFA
892
Level Financial Advisors
New York
– – -12 Closed
LF
893
Lee Financial
Texas
– – -2 Closed
MS
894
Maven Securities
Jersey
– – – –
CM
895
Caption Management
Oklahoma
– – – –
Verition Fund Management
896
Verition Fund Management
Connecticut
– – – –
Twin Tree Management
897
Twin Tree Management
Texas
– – – –
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