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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 %
DILIC
326
Dai-ichi Life Insurance Company
Japan
$729K – – –
Wolverine Trading
327
Wolverine Trading
Illinois
$727K +$231K +4,198 +47%
PRC
328
Pearl River Capital
Michigan
$722K +$722K +13,110 New
SRL
329
Scientech Research LLC
New Jersey
$713K +$348K +6,320 +95%
A
330
AlphaQuest
New York
$706K +$706K +12,820 +128,200%
Baird Financial Group
331
Baird Financial Group
Wisconsin
$701K +$154K +2,791 +28%
CT
332
Colonial Trust
South Carolina
$697K -$50.5K -917 -7%
Mackenzie Financial
333
Mackenzie Financial
Ontario, Canada
$685K -$52.3K -950 -7%
HWM
334
HB Wealth Management
Georgia
$684K +$487K +8,843 +247%
CWM
335
C2C Wealth Management
Arizona
$672K -$5.44K -100 -0.8%
RFM
336
Royal Fund Management
Florida
$667K -$108K -1,957 -14%
SI
337
Stephens Inc
Arkansas
$663K +$64.8K +1,177 +11%
Janus Henderson Group
338
Janus Henderson Group
United Kingdom
$660K -$398K -7,221 -38%
ASN
339
Advisory Services Network
Georgia
$658K +$16.9K +307 +3%
HR
340
Howe & Rusling
New York
$656K +$1.49K +27 +0.2%
CWM
341
CIBC World Markets
New York
$649K -$3.61M -65,519 -85%
SWP
342
Stratos Wealth Partners
Ohio
$647K -$114K -2,072 -15%
BFM
343
Boothbay Fund Management
New York
$642K -$1.27M -23,066 -66%
AIM
344
Achmea Investment Management
Netherlands
$640K – – –
APW
345
Aurora Private Wealth
New Jersey
$639K -$53.4K -971 -8%
GRP
346
Global Retirement Partners
California
$638K +$25.4K +462 +4%
LOIM
347
Liberty One Investment Management
Illinois
$635K -$21.2K -385 -3%
SPIA
348
Steward Partners Investment Advisory
New York
$627K -$174K -3,154 -22%
O
349
Ossiam
France
$620K +$51.7K +939 +9%
CIA
350
Concurrent Investment Advisors
Florida
$614K +$23.6K +428 +4%
12 13
14
15 16