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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 %
AAF
151
Andra AP-fonden
Sweden
$5.39M 69,600 -19,700 -22%
Creative Planning
152
Creative Planning
Kansas
$5.38M 69,453 -523 -0.7%
CWM
153
CIBC World Markets
New York
$5.3M 68,429 +1,371 +2%
Squarepoint
154
Squarepoint
New York
$5.28M 68,237 +68,237 New
KS
155
Karpas Strategies
Connecticut
$5.22M 67,385 +229 +0.3%
DFG
156
Demars Financial Group
Washington
$5.16M 66,655 -1,916 -3%
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$5.13M 66,230 -28,682 -30%
VanEck Associates
158
VanEck Associates
New York
$4.97M 64,198 +8,223 +15%
GC
159
Guardian Capital
Ontario, Canada
$4.97M 64,138 -289 -0.4%
CTA
160
Colonial Trust Advisors
South Carolina
$4.97M 64,109 +801 +1%
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$4.94M 63,713 +4,550 +8%
MYAM
162
Meiji Yasuda Asset Management
Japan
$4.92M 63,569 +1,107 +2%
Korea Investment Corp
163
Korea Investment Corp
South Korea
$4.91M 63,452 +2,348 +4%
ASRS
164
Arizona State Retirement System
Arizona
$4.68M 60,481 +5,877 +11%
Janus Henderson Group
165
Janus Henderson Group
United Kingdom
$4.64M 59,857 +36,331 +154%
AF
166
Advisornet Financial
Minnesota
$4.5M 58,142 +1,759 +3%
HFS
167
Hantz Financial Services
Michigan
$4.46M 57,520 +1,044 +2%
CAM
168
Cozad Asset Management
Illinois
$4.41M 56,947 +9,086 +19%
MPM
169
Meritage Portfolio Management
Kansas
$4.35M 56,164 +1,415 +3%
RBC
170
Romano Brothers & Co
Illinois
$4.33M 55,885 -2,100 -4%
IWA
171
Inspirion Wealth Advisors
Illinois
$4.33M 55,881 -1,543 -3%
Two Sigma Investments
172
Two Sigma Investments
New York
$4.3M 55,523 +37,346 +205%
FRAF
173
Första AP-fonden
Sweden
$4.27M 55,100 -7,500 -12%
Jane Street
174
Jane Street
New York
$4.1M 52,964 +34,306 +184%
AWS
175
Atria Wealth Solutions
New York
$3.96M 50,486 -2,175 -4%
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