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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 %
VanEck Associates
151
VanEck Associates
New York
$3.8M 70,225 +2,031 +3%
UIM
152
USS Investment Management
United Kingdom
$3.79M 70,072 +16,843 +32%
CIC
153
Crawford Investment Counsel
Georgia
$3.75M 69,338 -1,369 -2%
TAIM
154
Te Ahumairangi Investment Management
New Zealand
$3.67M 67,889 -9,940 -13%
KS
155
Karpas Strategies
Connecticut
$3.67M 67,848 +411 +0.6%
AQR Capital Management
156
AQR Capital Management
Connecticut
$3.67M 67,791 +24,045 +55%
Millennium Management
157
Millennium Management
New York
$3.62M 67,002 +67,002 New
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$3.53M 65,240 +1,803 +3%
MYAM
159
Meiji Yasuda Asset Management
Japan
$3.52M 65,026 -213 -0.3%
Creative Planning
160
Creative Planning
Kansas
$3.51M 64,973 -1,943 -3%
Toronto Dominion Bank
161
Toronto Dominion Bank
Ontario, Canada
$3.51M 66,329 -10,268 -13%
AFM
162
Armstrong Fleming & Moore
District of Columbia
$3.42M 63,155 -871 -1%
CTA
163
Colonial Trust Advisors
South Carolina
$3.4M 62,947 -257 -0.4%
UM
164
UniSuper Management
Australia
$3.35M 61,900 +700 +1%
QCM
165
QRG Capital Management
Illinois
$3.25M 60,184 +60,184 New
AF
166
Advisornet Financial
Minnesota
$3.18M 58,795 -1,433 -2%
HFS
167
Hantz Financial Services
Michigan
$3.18M 58,782 +1,124 +2%
ASRS
168
Arizona State Retirement System
Arizona
$3.16M 58,356 -17 -0%
YIH
169
Y-Intercept (HK)
Hong Kong
$3.07M 56,780 +56,780 New
CAM
170
Cozad Asset Management
Illinois
$3.03M 56,064 -1,360 -2%
Corient Private Wealth
171
Corient Private Wealth
Florida
$3.03M 56,006 +9,595 +21%
WAM
172
Wolverine Asset Management
Illinois
$2.99M 55,356 +31,289 +130%
AWM
173
AE Wealth Management
Kansas
$2.99M 55,302 +2,222 +4%
RBC
174
Romano Brothers & Co
Illinois
$2.98M 55,165 +775 +1%
SMDAM
175
Sumitomo Mitsui DS Asset Management
Japan
$2.96M 54,774 -54 -0.1%
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