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W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$219M
2
Northern Trust
2
Northern Trust
Illinois
$144M
3
BlackRock
3
BlackRock
New York
$1.5B
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.1M
5
UBS Group
5
UBS Group
Switzerland
$104M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
4
International Assets Investment Management
Florida
$358K
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
476
Crestline Management
Texas
$304K -$166K -3,043 -35%
SAM
477
Shell Asset Management
Netherlands
$300K – – –
CL
478
Choreo LLC
Illinois
$300K -$167K -3,069 -36%
DDC
479
DF Dent & Co
Maryland
$298K +$9.97K +183 +3%
IP
480
Ignite Planners
California
$297K -$17.1K -312 -5%
PFS
481
Prospera Financial Services
Texas
$294K -$39K -716 -12%
VFA
482
Valeo Financial Advisors
Indiana
$294K +$599 +11 +0.2%
FPW
483
Flagship Private Wealth
Massachusetts
$293K – – –
EH
484
Equitable Holdings
New York
$291K +$28.3K +520 +11%
PAG
485
Private Advisory Group
Washington
$290K – – –
CAM
486
Carret Asset Management
New York
$288K – – –
HH
487
Hilltop Holdings
Texas
$287K +$33K +606 +13%
AFCM
488
Applied Finance Capital Management
Puerto Rico
$287K – – –
CF
489
Claris Financial
Virginia
$286K +$286K +5,258 New
ECM
490
Everence Capital Management
Indiana
$286K +$286K +5,250 New
SI
491
Seeds Investor
New York
$286K +$24.5K +450 +9%
PCIA
492
Prime Capital Investment Advisors
Kansas
$286K -$8.83K -162 -3%
JWM
493
Jackson Wealth Management
Florida
$285K -$8.22K -151 -3%
ACL
494
Applied Capital LLC
Florida
$285K +$56.5K +1,037 +25%
MSFS
495
Main Street Financial Solutions
Pennsylvania
$283K -$32.7K -600 -10%
CAS
496
Coppell Advisory Solutions
Texas
$283K -$3.77K -69 -1%
MOS
497
MGO One Seven
Ohio
$281K +$40.9K +751 +17%
QWM
498
Quadcap Wealth Management
Texas
$280K -$42.6K -782 -13%
SS
499
Sunbelt Securities
Texas
$277K +$115K +2,109 +71%
MW
500
Maia Wealth
Colorado
$277K +$240K +4,237 +652%
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