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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 %
Focus Partners Wealth
526
Focus Partners Wealth
Massachusetts
$274K +$6.94K +123 +3%
CG
527
Cutler Group
California
$272K -$264K -4,687 -49%
RRA
528
Round Rock Advisors
Connecticut
$272K – – –
DPAM
529
Degroof Petercam Asset Management
Belgium
$271K – – –
GIA
530
Guyasuta Investment Advisors
Pennsylvania
$271K – – –
MCM
531
MAI Capital Management
Ohio
$270K -$40.9K -724 -13%
BFWM
532
Bright Futures Wealth Management
New York
$267K +$267K +4,791 New
GIA
533
Gateway Investment Advisers
Ohio
$262K -$3.67K -65 -1%
CB
534
Cadence Bank
Mississippi
$261K – – –
DAC
535
Dividend Assets Capital
South Carolina
$254K – – –
VCM
536
Virtue Capital Management
Tennessee
$254K -$126K -2,269 -33%
D.E. Shaw & Co
537
D.E. Shaw & Co
New York
$252K +$252K +4,466 New
CSPIA
538
Cary Street Partners Investment Advisory
Virginia
$251K +$3.73K +66 +2%
CASC
539
Coppell Advisory Solutions Corp
Texas
$248K +$248K +4,398 New
BCM
540
BTC Capital Management
Iowa
$248K +$248K +4,390 New
SFG
541
Sovereign Financial Group
Connecticut
$247K -$4.85K -86 -2%
LMKC
542
L.M. Kohn & Company
Ohio
$246K – – –
CWM
543
Cordatus Wealth Management
Pennsylvania
$246K +$246K +4,363 New
RFN
544
Redwood Financial Network
Ohio
$244K -$28.6K -506 -10%
AFG
545
Atomi Financial Group
New York
$240K +$240K +4,261 New
GAM
546
Garrison Asset Management
Arkansas
$240K +$113 +2 +0%
APF
547
Alaska Permanent Fund
Alaska
$238K -$522K -9,246 -69%
GWSG
548
GPS Wealth Strategies Group
Colorado
$236K -$111K -1,974 -32%
DWP
549
Daymark Wealth Partners
Ohio
$235K -$71.1K -1,260 -23%
RA
550
RFG Advisory
Alabama
$234K -$17.3K -306 -7%
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