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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
12.82%
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 %
WHG
176
Westwood Holdings Group
Texas
$3.72M 55,000 +55,000 New
SMDAM
177
Sumitomo Mitsui DS Asset Management
Japan
$3.7M 54,828 +8,631 +19%
RBC
178
Romano Brothers & Co
Illinois
$3.67M 54,390 -1,495 -3%
Janus Henderson Group
179
Janus Henderson Group
United Kingdom
$3.67M 54,264 -5,593 -9%
TA
180
Tectonic Advisors
Texas
$3.65M 54,074 +8,943 +20%
AWS
181
Atria Wealth Solutions
New York
$3.62M 53,531 +3,045 +6%
UIM
182
USS Investment Management
United Kingdom
$3.6M 53,229 +2,618 +5%
AWM
183
AE Wealth Management
Kansas
$3.59M 53,080 +2,359 +5%
AM
184
AGF Management
Ontario, Canada
$3.47M 51,363 +9,471 +23%
XF
185
XML Financial
Maryland
$3.41M 50,404 +3,420 +7%
Fuller & Thaler Asset Management
186
Fuller & Thaler Asset Management
California
$3.39M 50,146 +270 +0.5%
AAS
187
Avantax Advisory Services
Texas
$3.38M 49,973 +1,821 +4%
WSCM
188
Wellington Shields Capital Management
New York
$3.35M 49,584 +12 +0%
Jane Street
189
Jane Street
New York
$3.31M 49,033 -3,931 -7%
SG Americas Securities
190
SG Americas Securities
New York
$3.26M 48,229 +20,701 +75%
Simplex Trading
191
Simplex Trading
Illinois
$3.22M 47,714 +47,714 New
RWM
192
Rench Wealth Management
Texas
$3.21M 47,498 +1,472 +3%
1832 Asset Management
193
1832 Asset Management
Ontario, Canada
$3.18M 47,092 +756 +2%
NAM
194
Nissay Asset Management
Japan
$3.17M 46,989 +2,227 +5%
Corient Private Wealth
195
Corient Private Wealth
Florida
$3.14M 46,411 -4,466 -9%
JPMPWA
196
J.P. Morgan Private Wealth Advisors
California
$3.08M 45,626 -54,190 -54%
GCA
197
GSI Capital Advisors
California
$3.07M 45,407 -4,104 -8%
CS
198
Capital Square
Tennessee
$3.06M 45,266 +7,024 +18%
PC
199
Prairiewood Capital
North Dakota
$2.97M 43,989 +1,784 +4%
AQR Capital Management
200
AQR Capital Management
Connecticut
$2.96M 43,746 +16,395 +60%
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