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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 %
RPA
101
Rock Point Advisors
Vermont
$6.34M 117,222 +57,787 +97%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$6.34M 117,210 +5,826 +5%
VCA
103
Verdence Capital Advisors
Maryland
$6.3M 116,519 -20 -0%
AF
104
Allworth Financial
California
$6.15M 113,730 -347 -0.3%
Treasurer of the State of North Carolina
105
Treasurer of the State of North Carolina
North Carolina
$6.05M 111,808 -898 -0.8%
GC
106
Guggenheim Capital
Illinois
$5.96M 110,205 -12,468 -10%
WHG
107
Westwood Holdings Group
Texas
$5.95M 110,000 +55,000 +100%
Pictet Asset Management
108
Pictet Asset Management
Switzerland
$5.89M 108,909 +108,909 New
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$5.79M 107,049 -3,748 -3%
PCA
110
Private Capital Advisors
Connecticut
$5.76M 107,276 -9,545 -8%
MDCM
111
Morgan Dempsey Capital Management
Wisconsin
$5.74M 106,061 +2,386 +2%
IMRF
112
Illinois Municipal Retirement Fund
Illinois
$5.73M 105,894 +33,155 +46%
Royal London Asset Management
113
Royal London Asset Management
United Kingdom
$5.6M 103,462 +13,039 +14%
Aviva
114
Aviva
United Kingdom
$5.54M 102,381 +26,722 +35%
Stifel Financial
115
Stifel Financial
Missouri
$5.44M 100,515 -1,395 -1%
H
116
HoyleCohen
California
$5.34M 98,791 -386 -0.4%
FAF
117
Fjarde Ap-fonden
Sweden
$5.27M 97,434 +8,400 +9%
CIBC Asset Management
118
CIBC Asset Management
Ontario, Canada
$5.26M 97,336 -457 -0.5%
ETC
119
Exchange Traded Concepts
Oklahoma
$5.21M 96,367 -4,256 -4%
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$5.21M 96,330 -3,222 -3%
Victory Capital Management
121
Victory Capital Management
Texas
$5.16M 95,354 -16,944 -15%
Ensign Peak Advisors
122
Ensign Peak Advisors
Utah
$5.09M 94,039 +11,919 +15%
BNP Paribas Asset Management
123
BNP Paribas Asset Management
France
$4.97M 91,903 -52,081 -36%
MML Investors Services
124
MML Investors Services
Massachusetts
$4.83M 89,277 +5,973 +7%
DekaBank Deutsche Girozentrale
125
DekaBank Deutsche Girozentrale
Germany
$4.78M 87,730 -26,430 -23%
3 4
5
6 7