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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.

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 Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$18M 319,176 -71 -0%
Citigroup
52
Citigroup
New York
$17.4M 307,874 +65,849 +27%
Amundi
53
Amundi
France
$16.8M 307,538 -106,503 -26%
Deutsche Bank
54
Deutsche Bank
Germany
$16.5M 292,787 +69,970 +31%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$16.5M 212,769 -16,110 -7%
RJA
56
Raymond James & Associates
Florida
$16.5M 291,631 +83,998 +40%
AIG
57
American International Group
New York
$16.3M 289,443 -5,877 -2%
Retirement Systems of Alabama
58
Retirement Systems of Alabama
Alabama
$15.5M 274,596 +721 +0.3%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$15M 265,394 +36,435 +16%
Mitsubishi UFJ Asset Management
60
Mitsubishi UFJ Asset Management
Japan
$14.5M 256,033 +33,790 +15%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$13.7M 243,126 +66,860 +38%
Goldman Sachs
62
Goldman Sachs
New York
$13.6M 241,326 -66,731 -22%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$13.5M 239,570 -184,821 -44%
First Trust Advisors
64
First Trust Advisors
Illinois
$13M 229,624 -144,134 -39%
SEI Investments
65
SEI Investments
Pennsylvania
$12.3M 218,480 -163,157 -43%
TA
66
TruWealth Advisors
Louisiana
$12.2M 217,018 -115 -0.1%
CA
67
Cetera Advisors
Colorado
$12.2M 216,708 +88,466 +69%
ACM
68
AEW Capital Management
Massachusetts
$12.2M 216,400 -80,060 -27%
Aviva
69
Aviva
United Kingdom
$11.6M 205,848 +34,309 +20%
Pacer Advisors
70
Pacer Advisors
Pennsylvania
$11.6M 204,659 +24,429 +14%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$11.4M 202,417 +10,508 +5%
Truist Financial
72
Truist Financial
North Carolina
$11M 195,328 +15,322 +9%
TPSF
73
Texas Permanent School Fund
Texas
$10.8M 191,379 +2,502 +1%
WIM
74
WealthPlan Investment Management
Nebraska
$10.2M 180,923 +26,012 +17%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.1M 178,232 -3,628 -2%
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3
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