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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 %
SEI Investments
76
SEI Investments
Pennsylvania
$11.5M 169,536 -24,735 -13%
TA
77
TruWealth Advisors
Louisiana
$10.9M 161,110 +3,103 +2%
AllianceBernstein
78
AllianceBernstein
Tennessee
$10.6M 157,495 +6,603 +4%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$10.4M 154,661 +88,431 +134%
DC
80
Davenport & Co
Virginia
$10.4M 154,232 -12,555 -8%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$10.3M 151,984 +123,358 +431%
SOADOR
82
State of Alaska Department of Revenue
Alaska
$9.88M 146,317 -1,348 -0.9%
BNP Paribas Asset Management
83
BNP Paribas Asset Management
France
$9.73M 143,984 -40,667 -22%
DILIC
84
Dai-ichi Life Insurance Company
Japan
$9.65M 142,862 +130,000 +1,011%
CIC
85
Carnegie Investment Counsel
Ohio
$9.55M 141,288 +3,204 +2%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$9.46M 140,009 -7,772 -5%
CFB
87
Cullen/Frost Bankers
Texas
$9.08M 134,446 +5,624 +4%
CB
88
Commerce Bank
Missouri
$8.95M 132,464 +8,448 +7%
CIMLRA
89
CBRE Investment Management Listed Real Assets
Pennsylvania
$8.94M 132,255 +4,073 +3%
Handelsbanken Fonder
90
Handelsbanken Fonder
Sweden
$8.93M 132,173 -56,618 -30%
T. Rowe Price Associates
91
T. Rowe Price Associates
Maryland
$8.87M 131,252 +2,521 +2%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$8.77M 129,796 +8,648 +7%
Robeco Institutional Asset Management
93
Robeco Institutional Asset Management
Netherlands
$8.5M 125,761 -12,279 -9%
SSA
94
Schonfeld Strategic Advisors
New York
$8.3M 122,795 -127,717 -51%
GC
95
Guggenheim Capital
Illinois
$8.29M 122,673 -4,149 -3%
Citigroup
96
Citigroup
New York
$8.27M 122,397 -69,991 -36%
SHA
97
Seneca House Advisors
Virginia
$8.23M 121,779 -184 -0.2%
CA
98
Cetera Advisors
Colorado
$8.04M 118,933 +6,821 +6%
PCA
99
Private Capital Advisors
Connecticut
$7.89M 116,821 -2,820 -2%
VCA
100
Verdence Capital Advisors
Maryland
$7.87M 116,539 -552 -0.5%
2 3
4
5 6