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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 %
TPM
876
Triasima Portfolio Management
Quebec, Canada
– – -2,635 Closed
CL
877
Choreo LLC
Illinois
– – -2,599 Closed
TC
878
Touchstone Capital
Pennsylvania
– – -2,584 Closed
EI
879
Ellevest Inc
New York
– – -2,326 Closed
AWM
880
Accel Wealth Management
Iowa
– – -2,212 Closed
MWC
881
MBM Wealth Consultants
Missouri
– – -1,761 Closed
TWA
882
TCI Wealth Advisors
Arizona
– – -1,417 Closed
CSPAM
883
Cary Street Partners Asset Management
Virginia
– – -759 Closed
Jones Financial Companies
884
Jones Financial Companies
Missouri
– – -489 Closed
SIC
885
SJS Investment Consulting
Ohio
– – -470 Closed
HFS
886
HBC Financial Services
Washington
– – -440 Closed
CM
887
Cornerstone Management
Georgia
– – -437 Closed
DWA
888
Dougherty Wealth Advisers
Minnesota
– – -400 Closed
RF
889
Robbins Farley
New Hampshire
– – -345 Closed
FHA
890
First Horizon Advisors
Tennessee
– – -265 Closed
HT
891
Headlands Technologies
Illinois
– – -241 Closed
KM
892
Kalos Management
Georgia
– – -233 Closed
QPBE
893
Quintet Private Bank (Europe)
Luxembourg
– – -125 Closed
CIA
894
Cape Investment Advisory
Georgia
– – -75 Closed
WTA
895
Washington Trust Advisors
Massachusetts
– – -39 Closed
CFO
896
CVA Family Office
Colorado
– – -35 Closed
SSC
897
Syverson Strege & Co
Iowa
– – -31 Closed
RCM
898
Rain Capital Management
Oregon
– – -30 Closed
RAM
899
Riggs Asset Management
Pennsylvania
– – -10 Closed
FCA
900
Fortis Capital Advisors
Kansas
– – -3 Closed
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