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W.P. Carey
WPC

Overview Fund Activity

776 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 61 closing their positions.

Holders
776
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
264
Reduced
301
Closed
61
Calls
$62.6M
Puts
$40.9M
Net Calls
+$21.7M
Net Calls Change
-$20.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$178M
2
WCP
2
Waterfront Capital Partners
New York
$25.5M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$37.6M
4
EIC
4
Equity Investment Corp
Georgia
$81M
5
PI
5
PGGM Investments
Netherlands
$138M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$172M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$68.8M
3
UBS AM
3
UBS AM
Illinois
$14.9M
4
RIM
4
Rush Island Management
New York
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
Mutual Advisors
Nebraska
$1.72M -$91.9K -1,508 -5%
Natixis Advisors
227
Natixis Advisors
Massachusetts
$1.68M +$835K +15,169 +99%
VPIM
228
Vanguard Personalized Indexing Management
California
$1.65M +$317K +5,755 +24%
Stifel Financial
229
Stifel Financial
Missouri
$1.64M +$282K +5,118 +21%
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$1.63M +$50.8K +922 +3%
GAM
231
Griffin Asset Management
New York
$1.6M +$182K +3,307 +13%
M&T Bank
232
M&T Bank
New York
$1.6M -$93.7K -1,703 -6%
Citadel Advisors
233
Citadel Advisors
Florida
$1.58M +$1.13M +20,501 +249%
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$1.57M +$79.4K +1,443 +5%
Point72 Asset Management
235
Point72 Asset Management
Connecticut
$1.53M +$1.53M +27,732 New
MC
236
Moors & Cabot
Massachusetts
$1.52M +$17.8K +323 +1%
BW
237
Bison Wealth
Georgia
$1.52M – – –
HP
238
Hilltop Partners
Indiana
$1.49M -$26.5K -481 -2%
AI
239
AXS Investments
New York
$1.47M +$1.04M +18,929 +244%
BG
240
Bahl & Gaynor
Ohio
$1.46M -$139K -2,516 -9%
QT
241
Quantbot Technologies
New York
$1.46M +$1.46M +26,564 New
RPSA
242
Richard P. Slaughter Associates
Texas
$1.43M +$99.6K +1,809 +7%
II
243
Inspire Investing
Idaho
$1.42M -$329K -5,975 -19%
Two Sigma Investments
244
Two Sigma Investments
New York
$1.41M +$1.02M +18,489 +260%
Federated Hermes
245
Federated Hermes
Pennsylvania
$1.41M +$219K +3,987 +18%
CCIA
246
Campbell & Co Investment Adviser
Maryland
$1.38M +$974K +17,697 +238%
TA
247
TFG Advisers
Michigan
$1.37M -$202K -3,676 -13%
1832 Asset Management
248
1832 Asset Management
Ontario, Canada
$1.37M -$302K -5,484 -18%
APG Asset Management
249
APG Asset Management
Netherlands
$1.37M +$889K +17,300 +185%
Simplex Trading
250
Simplex Trading
Illinois
$1.37M +$1.37M +24,865 New
8 9
10
11 12