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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 %
BI
201
Bramshill Investments
Florida
$2.09M 39,436 -4,318 -10%
VA
202
Vident Advisory
Georgia
$2.08M 39,283 +39,283 New
PS
203
Pensionfund Sabic
Netherlands
$2.07M 39,108 +5,003 +15%
Wellington Management Group
204
Wellington Management Group
Massachusetts
$2.01M 37,975 +16,094 +74%
B
205
Bensler
Washington
$1.98M 37,373 +640 +2%
URS
206
Utah Retirement Systems
Utah
$1.97M 37,242 +204 +0.6%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$1.94M 36,649 -2,386 -6%
WCG
208
Weaver Consulting Group
California
$1.89M 35,681 +317 +0.9%
SFS
209
Sowell Financial Services
Arkansas
$1.87M 34,621 +2,864 +9%
PS
210
Presima Securities
Quebec, Canada
$1.86M 35,037 -7,692 -18%
PFA
211
Pathway Financial Advisers
Indiana
$1.85M 35,003 +35,003 New
Wealthfront Advisers
212
Wealthfront Advisers
California
$1.85M 34,903 -5,509 -14%
DLCIG
213
D.L. Carlson Investment Group
New Hampshire
$1.84M 34,761 -3,790 -10%
GCA
214
Gradient Capital Advisors
California
$1.84M 34,695 -1,342 -4%
HAS
215
HBW Advisory Services
California
$1.82M 34,401 +15,358 +81%
TA
216
TFG Advisers
Michigan
$1.8M 34,076 -1,356 -4%
US Bancorp
217
US Bancorp
Minnesota
$1.8M 34,074 +4,826 +17%
DFCM
218
Dark Forest Capital Management
Puerto Rico
$1.79M 33,727 +21,167 +169%
IAG
219
Investmark Advisory Group
Connecticut
$1.79M 33,715 +474 +1%
Manulife (Manufacturers Life Insurance)
220
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.77M 33,423 +24,194 +262%
Swedbank
221
Swedbank
Sweden
$1.73M 32,691 -234,851 -88%
BG
222
Bahl & Gaynor
Ohio
$1.72M 32,423 -8,207 -20%
TC
223
Truvestments Capital
Florida
$1.68M 31,805 +901 +3%
BPCE
224
Bank Pictet & Cie (Europe)
Germany
$1.67M 31,519 -293 -0.9%
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$1.67M 31,466 +31,466 New
7 8
9
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