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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.

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

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$11K
2
Norges Bank
2
Norges Bank
Norway
$0
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$5.75M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$72.7M
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
26
HSBC Holdings
United Kingdom
$43M 690,608 +6,253 +0.9%
Ameriprise
27
Ameriprise
Minnesota
$42.6M 682,794 +28,875 +4%
ACM
28
Advisors Capital Management
New Jersey
$42.2M 677,809 +32,119 +5%
Invesco
29
Invesco
Georgia
$42.2M 677,318 -384,134 -36%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$41.5M 665,867 -2,595 -0.4%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$41M 658,404 -9,613 -1%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$40.5M 650,609 +8,049 +1%
Swiss National Bank
33
Swiss National Bank
Switzerland
$40.5M 649,451 +2,300 +0.4%
ZIM
34
Zacks Investment Management
Illinois
$38.2M 613,806 +59,075 +11%
Victory Capital Management
35
Victory Capital Management
Texas
$34.5M 553,879 +479,973 +649%
Principal Financial Group
36
Principal Financial Group
Iowa
$31.6M 506,688 -221,852 -30%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$30.5M 488,807 +29,262 +6%
Goldman Sachs
38
Goldman Sachs
New York
$29M 465,962 -314 -0.1%
Canada Life
39
Canada Life
Manitoba, Canada
$27.4M 440,215 -17,825 -4%
Asset Management One
40
Asset Management One
Japan
$26.7M 428,962 +1,577 +0.4%
Robeco Institutional Asset Management
41
Robeco Institutional Asset Management
Netherlands
$25.3M 405,808 +297,432 +274%
Brown Advisory
42
Brown Advisory
Maryland
$25.2M 404,391 -17,139 -4%
Ohio Public Employees Retirement System (OPERS)
43
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.7M 397,167 -4,401 -1%
Wells Fargo
44
Wells Fargo
California
$23.7M 379,853 -24,027 -6%
AllianceBernstein
45
AllianceBernstein
Tennessee
$23.2M 373,176 -21,821 -6%
RJA
46
Raymond James & Associates
Florida
$23.1M 370,669 +10,152 +3%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$22.4M 358,770 -3,436 -0.9%
Barclays
48
Barclays
United Kingdom
$22M 353,908 -332,352 -48%
Nomura Asset Management
49
Nomura Asset Management
Japan
$21.4M 342,773 +8,277 +2%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$19.1M 306,304 +177,617 +138%
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