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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 %
FRAF
126
Första AP-fonden
Sweden
$4.76M 88,000 +18,700 +27%
NC
127
Nicholas Company
Wisconsin
$4.71M 87,095 -380 -0.4%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$4.69M 86,760 -1,164 -1%
BPA
129
Beacon Pointe Advisors
California
$4.65M 86,041 +29,400 +52%
AG
130
Advocate Group
Minnesota
$4.62M 85,351 -7,592 -8%
CAN
131
Cetera Advisor Networks
California
$4.56M 84,380 -1,892 -2%
Aberdeen Group
132
Aberdeen Group
United Kingdom
$4.55M 84,217 +5,229 +7%
SSWM
133
Sheets Smith Wealth Management
North Carolina
$4.52M 83,557 +2,820 +3%
First Trust Advisors
134
First Trust Advisors
Illinois
$4.51M 83,303 +10,217 +14%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$4.47M 82,717 -10,510 -11%
PAG
136
Private Advisor Group
New Jersey
$4.44M 82,084 +5,588 +7%
Mariner
137
Mariner
Kansas
$4.4M 81,383 -297 -0.4%
EE
138
EWG Elevate
California
$4.37M 80,837 -9,162 -10%
Macquarie Group
139
Macquarie Group
Australia
$4.36M 80,640 -4,921 -6%
ERSOT
140
Employees Retirement System of Texas
Texas
$4.35M 80,500 -15,000 -16%
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$4.33M 80,156 -270 -0.3%
SWA
142
SOA Wealth Advisors
New York
$4.26M 78,799 -7,535 -9%
Robeco Institutional Asset Management
143
Robeco Institutional Asset Management
Netherlands
$4.2M 77,610 -48,151 -38%
DFG
144
Demars Financial Group
Washington
$4.12M 76,214 +9,334 +14%
Korea Investment Corp
145
Korea Investment Corp
South Korea
$4.09M 75,625 +1,885 +3%
SFA
146
Sequoia Financial Advisors
Ohio
$4.09M 75,576 -5,556 -7%
CM
147
Caption Management
Oklahoma
$4.06M 75,000 +75,000 New
GBWM
148
Granite Bay Wealth Management
New Hampshire
$3.98M 60,826 +60,826 New
Neuberger Berman Group
149
Neuberger Berman Group
New York
$3.85M 71,186 -5,096 -7%
AWS
150
Atria Wealth Solutions
New York
$3.81M 70,204 +16,673 +31%
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