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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 %
NSIM
601
North Star Investment Management
Illinois
$151K +$564 +10 +0.4%
WBC
602
Westpac Banking Corp
Australia
$150K -$3.95K -70 -3%
AWM
603
AllSquare Wealth Management
New York
$143K – – –
FDCDDQ
604
Federation des caisses Desjardins du Quebec
Quebec, Canada
$142K +$78.4K +1,303 +123%
WT
605
Washington Trust
Rhode Island
$139K -$564 -10 -0.4%
Twin Tree Management
606
Twin Tree Management
Texas
$139K +$139K +2,462 New
CFD
607
Creative Financial Designs
Indiana
$138K +$18.6K +330 +16%
CTC
608
Central Trust Company
Missouri
$137K – – –
RFA
609
Register Financial Advisors
Georgia
$129K +$129K +2,292 New
PA
610
Parallel Advisors
California
$125K -$4.69K -83 -4%
SSB
611
Sandy Spring Bank
Maryland
$121K -$16.9K -300 -12%
POIA
612
Pin Oak Investment Advisors
Texas
$119K – – –
SWM
613
Spire Wealth Management
Virginia
$116K +$847 +15 +0.7%
WCM
614
Westend Capital Management
California
$113K +$113K +2,000 New
T
615
TOBAM
France
$109K -$87.1K -1,540 -44%
RIM
616
Rakuten Investment Management
Japan
$107K +$98.1K +1,739 +1,137%
RA
617
Rise Advisors
New York
$105K +$30.3K +537 +41%
PA
618
PSI Advisors
Florida
$104K -$56 -1 -0.1%
KFS
619
Kelly Financial Services
Massachusetts
$101K – – –
MSG
620
Main Street Group
Virginia
$97.2K +$88.2K +1,574 +984%
AWM
621
Avior Wealth Management
Nebraska
$95.9K -$13.2K -234 -12%
GJIA
622
Glass Jacobson Investment Advisors
Maryland
$95K -$33.9K -600 -26%
GAM
623
Groupama Asset Management
France
$87.1K -$118K -2,095 -58%
FMP
624
Financial Management Professionals
Texas
$84K -$510 -9 -0.6%
AFWM
625
Abich Financial Wealth Management
Virginia
$83.7K +$83.7K +1,483 New
23 24
25
26 27