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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 %
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$8.71M 161,139 -35,342 -18%
WIM
77
WealthPlan Investment Management
Nebraska
$8.59M 158,762 +77,808 +96%
AllianceBernstein
78
AllianceBernstein
Tennessee
$8.47M 156,643 -852 -0.5%
DC
79
Davenport & Co
Virginia
$8.45M 156,240 +2,008 +1%
SOADOR
80
State of Alaska Department of Revenue
Alaska
$8.35M 154,503 +8,186 +6%
Citigroup
81
Citigroup
New York
$8.35M 154,408 +32,011 +26%
ACM
82
AEW Capital Management
Massachusetts
$8.32M 153,860 +48,820 +46%
CIMLRA
83
CBRE Investment Management Listed Real Assets
Pennsylvania
$8.31M 153,656 +21,401 +16%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$8.27M 152,965 -1,696 -1%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$8.2M 151,699 +21,903 +17%
CA
86
Cetera Advisors
Colorado
$8.05M 148,765 +29,832 +25%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$7.95M 147,055 +104,498 +246%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$7.69M 142,279 +2,270 +2%
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
$7.69M 142,218 -117,472 -45%
Mitsubishi UFJ Trust & Banking
90
Mitsubishi UFJ Trust & Banking
Japan
$7.66M 141,677 -30,275 -18%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$7.49M 138,557 -13,427 -9%
CFB
92
Cullen/Frost Bankers
Texas
$7.47M 138,087 +3,641 +3%
T. Rowe Price Associates
93
T. Rowe Price Associates
Maryland
$7.29M 134,855 +3,603 +3%
Handelsbanken Fonder
94
Handelsbanken Fonder
Sweden
$7.15M 132,173 – –
CIC
95
Carnegie Investment Counsel
Ohio
$7.11M 131,505 -9,783 -7%
WP
96
WealthPLAN Partners
Nebraska
$7.11M 131,421 +64,450 +96%
RIM
97
Rush Island Management
New York
$7M 129,497 +129,497 New
CIM
98
Centersquare Investment Management
Pennsylvania
$6.99M 129,189 -182,105 -58%
SIMG
99
Sonora Investment Management Group
Arizona
$6.54M 120,895 +12,485 +12%
SHA
100
Seneca House Advisors
Virginia
$6.39M 119,130 -2,649 -2%
2 3
4
5 6