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W.P. Carey
WPC

Overview Fund Activity

792 hedge funds and large institutions have $8.98B invested in W.P. Carey in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 297 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
11.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
89
Increased
279
Reduced
297
Closed
60
Calls
$66.1M
Puts
$54.2M
Net Calls
+$11.9M
Net Calls Change
-$9.84M

Top Buyers

1
UBS AM
UBS AM
Illinois
$128M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$64.6M
3
Citadel Advisors
Citadel Advisors
Florida
$55.7M
4
Victory Capital Management
Victory Capital Management
Texas
$34.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$50.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$11K
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$5.75M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$72.7M
5
Invesco
Invesco
Georgia
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
376
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$586K – – –
CB
377
Commerce Bank
Missouri
$583K -$16.7K -268 -3%
OPA
378
Old Port Advisors
Maine
$582K +$27.5K +441 +5%
LCWP
379
Legacy Capital Wealth Partners
Arkansas
$567K +$97.2K +1,560 +21%
CS
380
Candriam SCA
Luxembourg
$566K +$105K +1,678 +23%
IIM
381
INTECH Investment Management
Florida
$561K – – –
IAA
382
Independent Advisor Alliance
North Carolina
$558K -$67.1K -1,077 -11%
CCFM
383
Clear Creek Financial Management
Washington
$555K – – –
PCA
384
Peddock Capital Advisors
Massachusetts
$547K +$374 +6 +0.1%
WIM
385
WealthPlan Investment Management
Nebraska
$545K -$557K -8,947 -51%
CI
386
CacheTech Inc
Utah
$545K -$35.3K -566 -6%
AWM
387
Adams Wealth Management
Utah
$545K -$35.3K -566 -6%
MCM
388
MAI Capital Management
Ohio
$544K -$5.55K -89 -1%
SCM
389
Shelton Capital Management
Colorado
$539K -$16.1K -258 -3%
BIAS
390
Beacon Investment Advisory Services
New Jersey
$538K -$94.5K -1,517 -15%
CM
391
Crestline Management
Texas
$537K +$537K +8,619 New
EWA
392
EP Wealth Advisors
California
$533K +$207K +3,329 +64%
MCCP
393
Mission Creek Capital Partners
California
$531K -$55.9K -897 -10%
CL
394
Choreo LLC
Illinois
$530K +$57.5K +929 +12%
ECM
395
Evergreen Capital Management
Washington
$526K -$48.1K -761 -8%
CIAS
396
Capital Investment Advisory Services
North Carolina
$526K +$4.05K +65 +0.8%
SCM
397
Sterling Capital Management
North Carolina
$523K +$523K +8,401 New
EIA
398
Eldridge Investment Advisors
New Hampshire
$521K +$58.4K +938 +13%
MA
399
MKT Advisors
California
$520K -$35.9K -587 -6%
AIC
400
Archer Investment Corporation
Indiana
$520K – – –
14 15
16
17 18