WPC icon

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.

New
Increased
Maintained
Reduced
Closed
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
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$5.75M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$72.7M
5
Invesco
5
Invesco
Georgia
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
626
SOA Wealth Advisors
New York
$146K +$872 +14 +0.6%
CIBC Private Wealth Group
627
CIBC Private Wealth Group
Georgia
$143K -$17.4K -279 -11%
Belvedere Trading
628
Belvedere Trading
Illinois
$141K +$141K +2,262 New
OC
629
Oarsman Capital
Wisconsin
$140K +$140K +2,250 New
AF
630
Advisornet Financial
Minnesota
$137K +$85.2K +1,367 +165%
CWP
631
Concord Wealth Partners
Virginia
$135K -$16.6K -266 -11%
POIA
632
Pin Oak Investment Advisors
Texas
$130K – – –
Parallax Volatility Advisers
633
Parallax Volatility Advisers
California
$129K +$91.1K +1,462 +238%
SWM
634
Spire Wealth Management
Virginia
$128K – – –
NFA
635
Northwest Financial Advisors
Virginia
$126K +$126K +2,030 New
WCM
636
Westend Capital Management
California
$125K – – –
CFM
637
Catalyst Funds Management
Australia
$125K +$6.23K +100 +5%
Jones Financial Companies
638
Jones Financial Companies
Missouri
$122K +$51.5K +820 +73%
RA
639
Rise Advisors
New York
$117K +$685 +11 +0.6%
HT
640
Headlands Technologies
Illinois
$111K +$111K +1,778 New
FC
641
Fairscale Capital
New Hampshire
$101K – – –
PS
642
Planned Solutions
California
$96.1K +$96.1K +1,543 New
CTC
643
Central Trust Company
Missouri
$94.8K +$125 +2 +0.1%
FFA
644
Farther Finance Advisors
California
$94.7K +$52.2K +838 +123%
GJIA
645
Glass Jacobson Investment Advisors
Maryland
$93.5K – – –
UB
646
UMB Bank
Missouri
$89.8K +$31.3K +503 +54%
OP
647
ORG Partners
Indiana
$89.1K -$24.8K -397 -22%
AWM
648
Avior Wealth Management
Nebraska
$88.9K +$3.8K +61 +4%
GWSG
649
GPS Wealth Strategies Group
Colorado
$85.9K -$173K -2,785 -67%
BTI
650
Blue Trust Inc
Georgia
$85.8K +$33.7K +613 +65%
24 25
26
27 28