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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.

New
Increased
Maintained
Reduced
Closed
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 %
MSRPS
301
Maryland State Retirement & Pension System
Maryland
$892K – – –
AAP
302
Arax Advisory Partners
Colorado
$880K -$54.2K -984 -6%
MPM
303
MBB Public Markets
Illinois
$874K +$874K +15,875 New
AOWM
304
Alpha Omega Wealth Management
Virginia
$871K -$11.9K -217 -1%
FFA
305
Founders Financial Alliance
North Carolina
$866K -$13.5K -246 -2%
Bank of Nova Scotia
306
Bank of Nova Scotia
Ontario, Canada
$865K -$23.6K -429 -3%
Tudor Investment Corp
307
Tudor Investment Corp
Connecticut
$859K +$859K +15,613 New
AWA
308
Arkadios Wealth Advisors
Georgia
$852K +$284K +5,151 +50%
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$848K -$194K -3,533 -19%
AI
310
Atria Investments
North Carolina
$843K -$228K -4,141 -21%
SOAMC
311
Spirit of America Management Corp
New York
$837K -$275K -5,000 -25%
WA
312
Waverly Advisors
Alabama
$830K -$16.1K -293 -2%
HSA
313
HBK Sorce Advisory
Pennsylvania
$813K +$4.68K +85 +0.6%
Nordea Investment Management
314
Nordea Investment Management
Sweden
$812K +$67.3K +1,221 +9%
PS
315
Principal Securities
Iowa
$808K -$27.1K -492 -3%
TYCC
316
Texas Yale Capital Corp
Florida
$804K +$330 +6 +0%
VIM
317
Vista Investment Management
Pennsylvania
$793K +$40.2K +730 +5%
D.E. Shaw & Co
318
D.E. Shaw & Co
New York
$787K +$542K +9,837 +220%
CGH
319
Crossmark Global Holdings
Texas
$779K -$66.5K -1,208 -8%
NHC
320
Nicholas Hoffman & Company
Georgia
$773K +$211K +3,840 +38%
C1AG
321
Client 1st Advisory Group
Florida
$755K -$716 -13 -0.1%
CRC
322
Curi RMB Capital
Illinois
$752K -$110 -2 -0%
DAS
323
Dynamic Advisor Solutions
Arizona
$746K +$61.3K +1,114 +9%
Envestnet Portfolio Solutions
324
Envestnet Portfolio Solutions
Illinois
$741K -$38K -691 -5%
RJT
325
Raymond James Trust
Florida
$734K +$78.3K +1,422 +12%
11 12
13
14 15