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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 %
PCA
101
Private Capital Advisors
Connecticut
$9.27M 119,641 -24,182 -17%
AF
102
Allworth Financial
California
$9.12M 117,716 +3,395 +3%
VCA
103
Verdence Capital Advisors
Maryland
$9.07M 117,091 +11 +0%
Victory Capital Management
104
Victory Capital Management
Texas
$8.92M 115,233 +475 +0.4%
MDCM
105
Morgan Dempsey Capital Management
Wisconsin
$8.8M 113,628 +2,633 +2%
CA
106
Cetera Advisors
Colorado
$8.68M 112,112 -12,797 -10%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$8.58M 110,797 +14,395 +15%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$8.54M 110,277 +36,667 +50%
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$8.5M 109,733 -43,716 -28%
ACM
110
AEW Capital Management
Massachusetts
$8.43M 108,780 +26,420 +32%
PAMS
111
Pictet Asset Management (Switzerland)
Switzerland
$8.4M 108,479 -22,633 -17%
H
112
HoyleCohen
California
$8.25M 106,541 +1,905 +2%
GIA
113
Gateway Investment Advisers
Ohio
$8.19M 105,732 -1,588 -1%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$8.07M 104,260 +785 +0.8%
Stifel Financial
115
Stifel Financial
Missouri
$7.73M 99,855 -68,318 -41%
JPMPWA
116
J.P. Morgan Private Wealth Advisors
California
$7.73M 99,816 +14,167 +17%
ETC
117
Exchange Traded Concepts
Oklahoma
$7.66M 98,937 +1,447 +1%
Ensign Peak Advisors
118
Ensign Peak Advisors
Utah
$7.36M 95,040 +21,485 +29%
SIMG
119
Sonora Investment Management Group
Arizona
$7.29M 94,143 +7,209 +8%
Teacher Retirement System of Texas
120
Teacher Retirement System of Texas
Texas
$7.25M 93,569 +52,122 +126%
Citadel Advisors
121
Citadel Advisors
Florida
$7.2M 92,935 +41,222 +80%
AG
122
Advocate Group
Minnesota
$7.13M 92,070 +1,593 +2%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$7.07M 91,342 +12,165 +15%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$7.07M 91,280 +61,366 +205%
First Trust Advisors
125
First Trust Advisors
Illinois
$6.87M 88,674 +59,175 +201%
3 4
5
6 7