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W.P. Carey
WPC

Overview Fund Activity

792 hedge funds and large institutions have $8.98B invested in W.P. Carey in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 297 reducing their positions, and 60 closing their positions.

Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
11.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
89
Increased
279
Reduced
297
Closed
60
Calls
$66.1M
Puts
$54.2M
Net Calls
+$11.9M
Net Calls Change
-$9.84M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$128M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$64.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$55.7M
4
Victory Capital Management
4
Victory Capital Management
Texas
$34.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.2M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$11K
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$5.75M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$72.7M
5
Invesco
5
Invesco
Georgia
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swedbank
226
Swedbank
Sweden
$1.99M – – –
Stifel Financial
227
Stifel Financial
Missouri
$1.98M +$129K +2,075 +7%
VI
228
Vestcor Inc
New Brunswick, Canada
$1.97M +$1.69M +27,138 +609%
GCA
229
Gradient Capital Advisors
California
$1.96M -$75.6K -1,214 -4%
UOC
230
UBS O'Connor
Illinois
$1.94M +$1.94M +31,185 New
GAM
231
Griffin Asset Management
New York
$1.9M +$90K +1,445 +5%
US Bancorp
232
US Bancorp
Minnesota
$1.89M -$107K -1,715 -5%
VPIM
233
Vanguard Personalized Indexing Management
California
$1.87M +$4.61K +74 +0.2%
Natixis Advisors
234
Natixis Advisors
Massachusetts
$1.85M -$41.9K -673 -2%
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$1.79M -$55.1K -884 -3%
Public Sector Pension Investment Board (PSP Investments)
236
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.78M +$409K +6,560 +30%
M&T Bank
237
M&T Bank
New York
$1.77M -$40.5K -650 -2%
RPSA
238
Richard P. Slaughter Associates
Texas
$1.77M +$150K +2,404 +9%
ATPW
239
Ashton Thomas Private Wealth
Arizona
$1.74M +$459K +7,367 +36%
MC
240
Moors & Cabot
Massachusetts
$1.72M -$1.56K -25 -0.1%
Toronto Dominion Bank
241
Toronto Dominion Bank
Ontario, Canada
$1.72M +$410K +6,586 +31%
CTA
242
Colonial Trust Advisors
South Carolina
$1.69M -$401K -6,442 -19%
SIP
243
Stoneridge Investment Partners
Pennsylvania
$1.69M +$1.69M +27,163 New
HP
244
Hilltop Partners
Indiana
$1.66M -$20.1K -323 -1%
MGP
245
Metis Global Partners
California
$1.63M +$335K +5,375 +26%
BW
246
Bison Wealth
Georgia
$1.63M -$47K -755 -3%
Prudential Financial
247
Prudential Financial
New Jersey
$1.6M -$3.28M -52,646 -67%
NYLIM
248
New York Life Investment Management
New York
$1.6M +$1.6M +25,726 New
Neuberger Berman Group
249
Neuberger Berman Group
New York
$1.58M +$97.1K +1,558 +7%
CCIA
250
Campbell & Co Investment Adviser
Maryland
$1.56M -$7.35K -118 -0.5%
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