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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 %
NC
126
Nicholas Company
Wisconsin
$5.91M 87,475 – –
SWA
127
SOA Wealth Advisors
New York
$5.83M 86,334 -2,292 -3%
CAN
128
Cetera Advisor Networks
California
$5.83M 86,272 +630 +0.7%
Macquarie Group
129
Macquarie Group
Australia
$5.78M 85,561 +10,186 +14%
CSS
130
Cubist Systematic Strategies
Connecticut
$5.65M 83,633 +76,968 +1,155%
MML Investors Services
131
MML Investors Services
Massachusetts
$5.63M 83,304 -47,263 -36%
Ensign Peak Advisors
132
Ensign Peak Advisors
Utah
$5.55M 82,120 -12,920 -14%
Mariner
133
Mariner
Kansas
$5.52M 81,680 -4,086 -5%
SFA
134
Sequoia Financial Advisors
Ohio
$5.48M 81,132 +1,432 +2%
WIM
135
WealthPlan Investment Management
Nebraska
$5.47M 80,954 -72,433 -47%
SSWM
136
Sheets Smith Wealth Management
North Carolina
$5.45M 80,737 +680 +0.8%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$5.43M 80,426 +2,629 +3%
Aberdeen Group
138
Aberdeen Group
United Kingdom
$5.34M 78,988 +4,676 +6%
TAIM
139
Te Ahumairangi Investment Management
New Zealand
$5.26M 77,829 +3,751 +5%
Toronto Dominion Bank
140
Toronto Dominion Bank
Ontario, Canada
$5.17M 76,597 -3,795 -5%
PAG
141
Private Advisor Group
New Jersey
$5.17M 76,496 +3,725 +5%
Neuberger Berman Group
142
Neuberger Berman Group
New York
$5.15M 76,282 -50,551 -40%
D.E. Shaw & Co
143
D.E. Shaw & Co
New York
$5.15M 76,223 -33,510 -31%
Aviva
144
Aviva
United Kingdom
$5.11M 75,659 +25,616 +51%
Korea Investment Corp
145
Korea Investment Corp
South Korea
$4.98M 73,740 +10,288 +16%
First Trust Advisors
146
First Trust Advisors
Illinois
$4.94M 73,086 -15,588 -18%
IMRF
147
Illinois Municipal Retirement Fund
Illinois
$4.91M 72,739 -8,267 -10%
OA
148
Oxbow Advisors
Texas
$4.82M 71,395 +71,395 New
CIC
149
Crawford Investment Counsel
Georgia
$4.78M 70,707 +22,362 +46%
FRAF
150
Första AP-fonden
Sweden
$4.68M 69,300 +14,200 +26%
4 5
6
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