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W.P. Carey
WPC

Overview Fund Activity

767 hedge funds and large institutions have $8.71B invested in W.P. Carey in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 290 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
75
Increased
264
Reduced
290
Closed
74
Calls
$81.5M
Puts
$39.1M
Net Calls
+$42.4M
Net Calls Change
-$65.6M

Top Buyers

1
EIC
1
Equity Investment Corp
Georgia
$59.8M
2
RIM
2
Rush Island Management
New York
$69.7M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$242M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$84.9M
5
BlackRock
5
BlackRock
New York
$1.51B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$382M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$133M
4
LPC
4
Long Pond Capital
New York
$0
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
501
Schonfeld Strategic Advisors
New York
$296K -$9.19M -162,835 -97%
SIS
502
Sound Income Strategies
Florida
$295K +$7.56K +134 +3%
JWM
503
Jackson Wealth Management
Florida
$295K -$22.5K -400 -7%
V
504
ViaWealth
Kansas
$294K -$74.9K -1,327 -20%
CTWM
505
Cherry Tree Wealth Management
Minnesota
$293K – – –
CWG
506
Cornerstone Wealth Group
North Carolina
$292K +$24.3K +431 +9%
LFAS
507
Level Four Advisory Services
Texas
$292K – – –
GWP
508
Gen-Wealth Partners
Michigan
$291K +$291K +5,150 New
TC
509
Truvestments Capital
Florida
$290K -$898K -15,905 -76%
Walleye Trading
510
Walleye Trading
New York
$289K -$252K -4,469 -47%
WDC
511
Woodward Diversified Capital
California
$289K -$56.4K -999 -16%
ATC
512
Argent Trust Co
Tennessee
$287K -$59.9K -1,061 -17%
JIC
513
Joel Isaacson & Co
New York
$286K -$37.1K -658 -11%
SWG
514
Summit Wealth Group
Vermont
$285K – – –
Verition Fund Management
515
Verition Fund Management
Connecticut
$284K +$98.4K +1,744 +53%
LA
516
LexAurum Advisors
Kansas
$283K -$17.5K -310 -6%
KWM
517
Kingsview Wealth Management
Oregon
$283K +$14.9K +264 +6%
SPWG
518
Syntegra Private Wealth Group
Missouri
$279K -$18.1K -320 -6%
BWP
519
Barlow Wealth Partners
Kentucky
$278K – – –
CWP
520
Concord Wealth Partners
Virginia
$277K -$86.9K -1,540 -24%
KCM
521
Kathmere Capital Management
Pennsylvania
$277K – – –
DAS
522
Diversify Advisory Services
Utah
$277K +$277K +4,933 New
PF
523
Prosperitas Financial
California
$276K -$8.86K -157 -3%
PA
524
Procyon Advisors
Connecticut
$276K -$3.44K -61 -1%
CI Investments Inc
525
CI Investments Inc
Ontario, Canada
$275K +$66.6K +1,180 +32%
19 20
21
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