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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 %
DFG
376
Demars Financial Group
Washington
$521K 9,223 +9,223 New
SCM
377
Shelton Capital Management
Colorado
$520K 9,221 – –
AssetMark Inc
378
AssetMark Inc
California
$515K 9,131 +9 +0.1%
HA
379
Herold Advisors
New York
$513K 9,095 +77 +0.9%
NS
380
NBC Securities
Alabama
$511K 8,870 +1,710 +24%
TC
381
TownSquare Capital
Utah
$510K 9,040 +1,698 +23%
Wolverine Trading
382
Wolverine Trading
Illinois
$509K 9,015 +9,015 New
IIM
383
INTECH Investment Management
Florida
$508K 9,005 +5,303 +143%
LNC
384
Lincoln National Corp
Pennsylvania
$503K 8,913 +6 +0.1%
BNP Paribas Asset Management
385
BNP Paribas Asset Management
France
$503K 8,915 -42,473 -83%
IWM
386
IHT Wealth Management
Illinois
$503K 8,908 -1,463 -14%
CCFM
387
Clear Creek Financial Management
Washington
$503K 8,905 – –
EIA
388
Eldridge Investment Advisors
New Hampshire
$501K 8,875 – –
FCA
389
FLC Capital Advisors
California
$497K 8,811 -1,739 -16%
PSCM
390
Per Stirling Capital Management
Texas
$492K 8,723 +225 +3%
PI
391
PFG Investments
New York
$492K 8,720 +8,720 New
APG Asset Management
392
APG Asset Management
Netherlands
$488K 9,347 +2,300 +33%
APW
393
Austin Private Wealth
Texas
$485K 8,821 +814 +10%
XT
394
XTX Topco
Cayman Islands
$484K 8,579 +8,579 New
CS
395
Candriam SCA
Luxembourg
$479K 8,490 – –
DBRC
396
D.B. Root & Company
Pennsylvania
$479K 8,479 -5,566 -40%
AIC
397
Archer Investment Corporation
Indiana
$471K 8,348 +2,080 +33%
IA
398
Inspire Advisors
Idaho
$468K 8,289 +1,867 +29%
OIA
399
OneDigital Investment Advisors
Kansas
$467K 8,274 -113 -1%
Citadel Advisors
400
Citadel Advisors
Florida
$464K 8,227 -13,006 -61%
14 15
16
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