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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 %
CCM
176
Cohen Capital Management
California
$2.95M 54,535 +20,235 +59%
HighTower Advisors
177
HighTower Advisors
Illinois
$2.95M 54,480 -12,176 -18%
Fuller & Thaler Asset Management
178
Fuller & Thaler Asset Management
California
$2.83M 52,408 +2,262 +5%
AAS
179
Avantax Advisory Services
Texas
$2.83M 52,402 +2,429 +5%
IWA
180
Inspirion Wealth Advisors
Illinois
$2.82M 52,150 -3,173 -6%
PDN
181
Pensionfund DSM Netherlands
Netherlands
$2.8M 51,800 +11,800 +30%
WSCM
182
Wellington Shields Capital Management
New York
$2.71M 50,144 +560 +1%
AAF
183
Andra AP-fonden
Sweden
$2.67M 49,400 -7,200 -13%
NAM
184
Nissay Asset Management
Japan
$2.62M 48,530 +1,541 +3%
XF
185
XML Financial
Maryland
$2.55M 47,202 -3,202 -6%
RWM
186
Rench Wealth Management
Texas
$2.54M 47,028 -470 -1%
Squarepoint
187
Squarepoint
New York
$2.53M 46,816 -45,934 -50%
AM
188
AGF Management
Ontario, Canada
$2.51M 46,499 -4,864 -9%
PC
189
Prairiewood Capital
North Dakota
$2.51M 46,469 +2,480 +6%
CNFG
190
Creegan & Nassoura Financial Group
New Hampshire
$2.51M 46,390 +12,025 +35%
William Blair & Company
191
William Blair & Company
Illinois
$2.45M 45,319 -10,197 -18%
BLC
192
Brown, Lisle/Cummings
Rhode Island
$2.44M 45,171 -11,949 -21%
DnB Asset Management
193
DnB Asset Management
Norway
$2.44M 45,029 +12,039 +36%
II
194
IFM Investors
Australia
$2.41M 44,488 +945 +2%
CS
195
Capital Square
Tennessee
$2.39M 44,482 -784 -2%
Prudential Financial
196
Prudential Financial
New Jersey
$2.33M 43,148 +25,312 +142%
AWS
197
Arkfeld Wealth Strategies
Nebraska
$2.27M 42,220 +42,220 New
JPMPWA
198
J.P. Morgan Private Wealth Advisors
California
$2.17M 40,173 -5,453 -12%
Skandinaviska Enskilda Banken (SEB)
199
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.13M 39,338 -72 -0.2%
GIA
200
Gateway Investment Advisers
Ohio
$2.11M 39,064 – –
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8
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