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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 %
HF
201
HRT Financial
New York
$2.95M 43,608 +43,608 New
II
202
IFM Investors
Australia
$2.94M 43,543 +7,455 +21%
BI
203
Bramshill Investments
Florida
$2.9M 42,854 -670 -2%
Wealth Enhancement Advisory Services
204
Wealth Enhancement Advisory Services
Minnesota
$2.88M 42,557 -3,194 -7%
PS
205
Presima Securities
Quebec, Canada
$2.83M 41,850 +300 +0.7%
Holocene Advisors
206
Holocene Advisors
New York
$2.76M 40,870 +5,526 +16%
PDN
207
Pensionfund DSM Netherlands
Netherlands
$2.7M 40,000 +3,200 +9%
BG
208
Bahl & Gaynor
Ohio
$2.69M 39,794 -350 -0.9%
Thrivent Financial for Lutherans
209
Thrivent Financial for Lutherans
Minnesota
$2.68M 39,597 -51,683 -57%
Wealthfront Advisers
210
Wealthfront Advisers
California
$2.67M 39,581 +14,727 +59%
Skandinaviska Enskilda Banken (SEB)
211
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.66M 39,410 +3,777 +11%
GIA
212
Gateway Investment Advisers
Ohio
$2.64M 39,064 -66,668 -63%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$2.58M 38,232 -1,962 -5%
DLCIG
214
D.L. Carlson Investment Group
New Hampshire
$2.55M 37,758 -211 -0.6%
URS
215
Utah Retirement Systems
Utah
$2.45M 36,276 -600 -2%
B
216
Bensler
Washington
$2.43M 35,977 -861 -2%
GCA
217
Gradient Capital Advisors
California
$2.38M 35,296 -487 -1%
TA
218
TFG Advisers
Michigan
$2.34M 34,703 +232 +0.7%
WCG
219
Weaver Consulting Group
California
$2.34M 34,637 +613 +2%
Wolverine Trading
220
Wolverine Trading
Illinois
$2.34M 34,574 +24,031 +228%
CNFG
221
Creegan & Nassoura Financial Group
New Hampshire
$2.32M 34,365 – –
CCM
222
Cohen Capital Management
California
$2.32M 34,300 +34,300 New
PS
223
Pensionfund Sabic
Netherlands
$2.26M 33,404 +700 +2%
DnB Asset Management
224
DnB Asset Management
Norway
$2.23M 32,990 +2,868 +10%
VIA
225
Vident Investment Advisory
Georgia
$2.21M 32,785 +41 +0.1%
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