WPC icon

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 %
DFG
376
Demars Financial Group
Washington
$532K +$24.4K +444 +5%
PFP
377
Pinnacle Financial Partners
Tennessee
$531K -$385 -7 -0.1%
FNT
378
First National Trust
Pennsylvania
$530K – – –
CB
379
Commerce Bank
Missouri
$530K +$10.7K +195 +2%
CWM
380
CarsonAllaria Wealth Management
Illinois
$529K +$5.34K +97 +1%
CIC
381
Cornercap Investment Counsel
Georgia
$524K +$524K +9,525 New
MFIM
382
Mesirow Financial Investment Management
Illinois
$521K -$495 -9 -0.1%
MCCP
383
Mission Creek Capital Partners
California
$519K -$378K -6,870 -42%
NA
384
NewEdge Advisors
Louisiana
$517K +$6.88K +125 +1%
AWM
385
Adams Wealth Management
Utah
$513K -$131K -2,381 -20%
CI
386
CacheTech Inc
Utah
$513K +$513K +9,311 New
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$511K -$600K -10,895 -54%
NS
388
NBC Securities
Alabama
$511K +$23.2K +421 +5%
FPW
389
Flagship Private Wealth
Massachusetts
$511K -$63.7K -1,158 -11%
ECM
390
Evergreen Capital Management
Washington
$508K +$211K +3,778 +71%
MA
391
MKT Advisors
California
$500K -$33.4K -609 -6%
GWP
392
Gen-Wealth Partners
Michigan
$498K +$214K +3,893 +76%
CW
393
CIC Wealth
Maryland
$497K -$60.8K -1,105 -11%
IIM
394
INTECH Investment Management
Florida
$496K – – –
SCM
395
Shelton Capital Management
Colorado
$490K -$17.2K -312 -3%
CCFM
396
Clear Creek Financial Management
Washington
$490K – – –
OPA
397
Old Port Advisors
Maine
$490K -$42.8K -777 -8%
MCM
398
MAI Capital Management
Ohio
$486K +$223K +4,049 +85%
PCA
399
Peddock Capital Advisors
Massachusetts
$483K -$127K -2,303 -21%
FCA
400
FLC Capital Advisors
California
$477K -$8.26K -150 -2%
14 15
16
17 18