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W.P. Carey
WPC

Overview Fund Activity

767 hedge funds and large institutions have $8.71B invested in W.P. Carey in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 290 reducing their positions, and 74 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
75
Increased
264
Reduced
290
Closed
74
Calls
$81.5M
Puts
$39.1M
Net Calls
+$42.4M
Net Calls Change
-$65.6M

Top Buyers

1
EIC
1
Equity Investment Corp
Georgia
$59.8M
2
RIM
2
Rush Island Management
New York
$69.7M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$242M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$84.9M
5
BlackRock
5
BlackRock
New York
$1.51B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$382M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$133M
4
LPC
4
Long Pond Capital
New York
$0
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HSA
301
HBK Sorce Advisory
Pennsylvania
$828K 14,678 +149 +1%
TYCC
302
Texas Yale Capital Corp
Florida
$824K 14,595 -296 -2%
SPIA
303
Steward Partners Investment Advisory
New York
$821K 14,547 -499 -3%
LA
304
LBP AM
France
$819K 14,505 +6,940 +92%
Envestnet Portfolio Solutions
305
Envestnet Portfolio Solutions
Illinois
$799K 14,159 +1,275 +10%
RFM
306
Royal Fund Management
Florida
$793K 14,056 +971 +7%
SWP
307
Stratos Wealth Partners
Ohio
$780K 13,819 -3,106 -18%
HCM
308
HGI Capital Management
New York
$780K 13,818 +13,818 New
C1AG
309
Client 1st Advisory Group
Florida
$775K 13,734 -49 -0.4%
VIM
310
Vista Investment Management
Pennsylvania
$772K 13,674 +226 +2%
CRC
311
Curi RMB Capital
Illinois
$771K 13,669 -700 -5%
CT
312
Colonial Trust
South Carolina
$767K 13,587 -2,490 -15%
Nordea Investment Management
313
Nordea Investment Management
Sweden
$761K 13,527 -490 -3%
Mackenzie Financial
314
Mackenzie Financial
Ontario, Canada
$756K 13,398 +4,719 +54%
EI
315
Ethic Inc
New York
$745K 13,208 -9,773 -43%
EWA
316
EverSource Wealth Advisors
Alabama
$738K 13,466 +11,674 +651%
APW
317
Aurora Private Wealth
New Jersey
$705K 12,580 -882 -7%
SPC
318
Sigma Planning Corp
Michigan
$704K 12,476 +6,445 +107%
CWM
319
C2C Wealth Management
Arizona
$703K 12,463 -1,000 -7%
HWM
320
Heirloom Wealth Management
Colorado
$703K 12,453 -88 -0.7%
DAS
321
Dynamic Advisor Solutions
Arizona
$702K 12,436 -6,400 -34%
SIC
322
Samalin Investment Counsel
New York
$701K 12,429 -536 -4%
BIAS
323
Beacon Investment Advisory Services
New Jersey
$700K 12,395 -1,013 -8%
CCM
324
Coldstream Capital Management
Washington
$691K 12,248 +1,998 +19%
LOIM
325
Liberty One Investment Management
Illinois
$673K 11,917 +1,830 +18%
11 12
13
14 15