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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 %
DekaBank Deutsche Girozentrale
101
DekaBank Deutsche Girozentrale
Germany
$7.72M 114,160 -22,451 -16%
AF
102
Allworth Financial
California
$7.71M 114,077 -3,639 -3%
Treasurer of the State of North Carolina
103
Treasurer of the State of North Carolina
North Carolina
$7.61M 112,706 -7,347 -6%
Victory Capital Management
104
Victory Capital Management
Texas
$7.59M 112,298 -2,935 -3%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$7.53M 111,384 +1,107 +1%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$7.49M 110,797 – –
SIMG
107
Sonora Investment Management Group
Arizona
$7.32M 108,410 +14,267 +15%
PAMS
108
Pictet Asset Management (Switzerland)
Switzerland
$7.29M 107,954 -525 -0.5%
ACM
109
AEW Capital Management
Massachusetts
$7.1M 105,040 -3,740 -3%
MDCM
110
Morgan Dempsey Capital Management
Wisconsin
$7M 103,675 -9,953 -9%
TD Asset Management
111
TD Asset Management
Ontario, Canada
$6.95M 102,830 -20,039 -16%
Stifel Financial
112
Stifel Financial
Missouri
$6.89M 101,910 +2,055 +2%
ETC
113
Exchange Traded Concepts
Oklahoma
$6.8M 100,623 +1,686 +2%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$6.73M 99,552 -4,708 -5%
H
115
HoyleCohen
California
$6.7M 99,177 -7,364 -7%
CIBC Asset Management
116
CIBC Asset Management
Ontario, Canada
$6.61M 97,793 +90,526 +1,246%
ERSOT
117
Employees Retirement System of Texas
Texas
$6.45M 95,500 +19,000 +25%
Teacher Retirement System of Texas
118
Teacher Retirement System of Texas
Texas
$6.3M 93,227 -342 -0.4%
AG
119
Advocate Group
Minnesota
$6.28M 92,943 +873 +0.9%
Squarepoint
120
Squarepoint
New York
$6.27M 92,750 +24,513 +36%
Royal London Asset Management
121
Royal London Asset Management
United Kingdom
$6.11M 90,423 +5,183 +6%
EE
122
EWG Elevate
California
$6.08M 89,999 +10,597 +13%
FAF
123
Fjarde Ap-fonden
Sweden
$6.02M 89,034 +43,600 +96%
WorldQuant Millennium Advisors
124
WorldQuant Millennium Advisors
New York
$6M 88,821 +39,937 +82%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$5.94M 87,924 +644 +0.7%
3 4
5
6 7