WPC icon

W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$139M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$219M
3
Northern Trust
3
Northern Trust
Illinois
$144M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Raymond James Financial
5
Raymond James Financial
Florida
$31.4M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
4
International Assets Investment Management
Florida
$358K
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MGP
251
Metis Global Partners
California
$1.53M 28,059 +1,928 +7%
VOYA Investment Management
252
VOYA Investment Management
Georgia
$1.52M 27,955 -7,499 -21%
Janus Henderson Group
253
Janus Henderson Group
United Kingdom
$1.5M 27,585 +15,600 +130%
EM
254
Excalibur Management
Massachusetts
$1.5M 27,548 -4,662 -14%
Federated Hermes
255
Federated Hermes
Pennsylvania
$1.5M 27,494 +2,801 +11%
Cerity Partners
256
Cerity Partners
New York
$1.5M 26,674 +1,763 +7%
RFM
257
Royal Fund Management
Florida
$1.48M 27,180 +3,988 +17%
SIP
258
Stoneridge Investment Partners
Pennsylvania
$1.48M 27,163 – –
RPSA
259
Richard P. Slaughter Associates
Texas
$1.46M 26,849 -1,608 -6%
HP
260
Hilltop Partners
Indiana
$1.45M 26,610 -54 -0.2%
FA
261
Fiduciary Alliance
South Carolina
$1.42M 26,034 +26,034 New
Neuberger Berman Group
262
Neuberger Berman Group
New York
$1.42M 26,025 +673 +3%
Natixis Advisors
263
Natixis Advisors
Massachusetts
$1.41M 25,898 -3,869 -13%
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$1.37M 25,237 -3,572 -12%
Susquehanna International Group
265
Susquehanna International Group
Pennsylvania
$1.37M 25,228 -68,635 -73%
KPWS
266
Kestra Private Wealth Services
Texas
$1.36M 25,008 +18,588 +290%
VA
267
Vident Advisory
Georgia
$1.34M 24,645 -9,615 -28%
EWA
268
EverSource Wealth Advisors
Alabama
$1.32M 24,247 +570 +2%
CWM
269
Cornerstone Wealth Management
Missouri
$1.31M 24,037 +1,104 +5%
II
270
Inspire Investing
Idaho
$1.3M 23,935 -797 -3%
1832 Asset Management
271
1832 Asset Management
Ontario, Canada
$1.3M 23,881 +182 +0.8%
AWM
272
Apollon Wealth Management
South Carolina
$1.27M 23,254 +6,367 +38%
TA
273
TFG Advisers
Michigan
$1.23M 22,641 -516 -2%
CTA
274
Colonial Trust Advisors
South Carolina
$1.21M 22,253 -4,926 -18%
JWM
275
Jeppson Wealth Management
California
$1.2M 22,056 -29 -0.1%
9 10
11
12 13