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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.

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

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$11K
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$5.75M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$72.7M
5
Invesco
Invesco
Georgia
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
251
Cerity Partners
New York
$1.55M -$1.7M -27,211 -52%
BG
252
Bahl & Gaynor
Ohio
$1.55M -$108K -1,739 -7%
MA
253
Mutual Advisors
Nebraska
$1.55M -$102K -1,744 -6%
II
254
Inspire Investing
Idaho
$1.54M -$69.8K -1,120 -4%
XT
255
XTX Topco
Cayman Islands
$1.54M +$1.11M +17,784 +256%
ABC
256
Associated Banc-Corp
Wisconsin
$1.54M -$6.23K -100 -0.4%
Federated Hermes
257
Federated Hermes
Pennsylvania
$1.54M -$53K -850 -3%
LAM
258
LECAP Asset Management
United Kingdom
$1.51M -$978K -15,706 -39%
1832 Asset Management
259
1832 Asset Management
Ontario, Canada
$1.48M -$77.9K -1,251 -5%
EWA
260
EverSource Wealth Advisors
Alabama
$1.48M +$53.5K +858 +4%
RFM
261
Royal Fund Management
Florida
$1.45M +$692K +11,093 +92%
William Blair & Company
262
William Blair & Company
Illinois
$1.44M -$53.6K -861 -4%
TA
263
TFG Advisers
Michigan
$1.44M -$113K -1,808 -7%
CWM
264
Cornerstone Wealth Management
Missouri
$1.43M +$61.4K +986 +4%
QCM
265
Quantinno Capital Management
New York
$1.43M +$93.7K +1,504 +7%
NW
266
Naviter Wealth
Arkansas
$1.41M +$195K +3,079 +16%
GI
267
GAMCO Investors
Connecticut
$1.41M – – –
PCM
268
Penserra Capital Management
California
$1.39M +$242K +3,884 +21%
Wolverine Trading
269
Wolverine Trading
Illinois
$1.39M +$559K +8,905 +67%
HCA
270
Horan Capital Advisors
Ohio
$1.38M -$25.5K -410 -2%
JWM
271
Jeppson Wealth Management
California
$1.38M +$29.9K +480 +2%
IWC
272
Integrated Wealth Concepts
Massachusetts
$1.37M -$169K -2,709 -11%
AQR Capital Management
273
AQR Capital Management
Connecticut
$1.36M +$87.9K +1,430 +7%
Public Employees Retirement Association of Colorado
274
Public Employees Retirement Association of Colorado
Colorado
$1.32M – – –
SC
275
Savant Capital
Illinois
$1.31M +$1.31M +21,105 New
9 10
11
12 13