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W.P. Carey
WPC

Overview Fund Activity

773 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 231 increasing their positions, 309 reducing their positions, and 76 closing their positions.

Holders
773
Holders Change
+33
Holders Change %
+4.46%
% of All Funds
11.33%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
117
Increased
231
Reduced
309
Closed
76
Calls
$169M
Puts
$61.4M
Net Calls
+$108M
Net Calls Change
-$19M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.71B
2
Cohen & Steers
2
Cohen & Steers
New York
$732M
3
State Street
3
State Street
Massachusetts
$848M
4
Morgan Stanley
4
Morgan Stanley
New York
$246M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$166M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$260M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.27M
3
Ameriprise
3
Ameriprise
Minnesota
$52.3M
4
American Century Companies
4
American Century Companies
Missouri
$48.6M
5
SSA
5
Schonfeld Strategic Advisors
New York
$10.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$49.4M 762,912 +12,601 +2%
WCP
27
Waterfront Capital Partners
New York
$49.1M 758,042 +82,039 +12%
American Century Companies
28
American Century Companies
Missouri
$48.6M 750,227 -394,519 -34%
LPL Financial
29
LPL Financial
California
$46.3M 714,736 -44,602 -6%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$43.6M 672,266 +388,565 +137%
Swiss National Bank
31
Swiss National Bank
Switzerland
$43.4M 668,951 -19,100 -3%
Invesco
32
Invesco
Georgia
$40.5M 624,640 +199,001 +47%
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$38.6M 595,629 – –
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$37.9M 584,918 -49,578 -8%
Bank of America
35
Bank of America
North Carolina
$36.9M 569,468 +974 +0.2%
ZIM
36
Zacks Investment Management
Illinois
$32.9M 507,118 -48,566 -9%
Barclays
37
Barclays
United Kingdom
$31.7M 488,385 -13,756 -3%
Asset Management One
38
Asset Management One
Japan
$31.3M 475,854 +21,678 +5%
ACM
39
Advisors Capital Management
New Jersey
$30.5M 470,870 -68,335 -13%
Brown Advisory
40
Brown Advisory
Maryland
$29.9M 462,049 -188,366 -29%
Canada Life
41
Canada Life
Manitoba, Canada
$28.9M 446,825 +121,376 +37%
Wells Fargo
42
Wells Fargo
California
$28.5M 439,724 -99,425 -18%
Amundi
43
Amundi
France
$27.7M 414,041 -68,417 -14%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$27.5M 424,391 +20,110 +5%
National Pension Service
45
National Pension Service
South Korea
$27.5M 424,315 – –
Ohio Public Employees Retirement System (OPERS)
46
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.1M 402,825 +9,503 +2%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$25.7M 396,869 +134,060 +51%
CS
48
Credit Suisse
Switzerland
$25.6M 395,532 -79,290 -17%
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$25.4M 391,785 -66,834 -15%
SEI Investments
50
SEI Investments
Pennsylvania
$24.7M 381,637 +79,981 +27%
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