WPC icon

W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$139M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$219M
3
Northern Trust
3
Northern Trust
Illinois
$144M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Raymond James Financial
5
Raymond James Financial
Florida
$31.4M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
4
International Assets Investment Management
Florida
$358K
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIM
751
Synergy Investment Management
Florida
$2.62K 48 +48 New
WMS
752
Wealth Management Strategies
Pennsylvania
$2.35K 4,305 +4,305 New
HNW
753
High Note Wealth
Minnesota
$2.07K 38 +38 New
CAL
754
Capital Advisors Ltd
Ohio
$2K 31 -23 -43%
SIM
755
Studio Investment Management
Illinois
$1.94K 35 +35 New
S
756
Sachetta
Massachusetts
$1.85K 34 +22 +183%
RTL
757
Red Tortoise LLC
Georgia
$1.74K 32 – –
CJ
758
Caitlin John
Michigan
$1.5K 28 – –
FWM
759
FLP Wealth Management
Arkansas
$1.36K 25 +25 New
SIS
760
Strategic Investment Solutions
Illinois
$1.09K 20 +16 +400%
CA
761
Continuum Advisory
Idaho
$1.04K 19 – –
MHIP
762
Mountain Hill Investment Partners
New Jersey
$873 16 +16 New
DF
763
Dunhill Financial
United Kingdom
$787 14 – –
VWA
764
Valued Wealth Advisors
Utah
$609 11 – –
RIL
765
Rothschild Investment LLC
Illinois
$545 10 +10 New
NS
766
NBC Securities
Alabama
$436 8 -7,578 -100%
OSNBOA
767
Old Second National Bank of Aurora
Illinois
$381 7 +7 New
GEA
768
Glen Eagle Advisors
New Jersey
$327 6 – –
CA
769
Crewe Advisors
Utah
$273 5 +5 New
NMG
770
New Millennium Group
Utah
$272 5 +5 New
WW
771
Winnow Wealth
Texas
$183 4 +4 New
TFM
772
TFC Financial Management
Massachusetts
$109 2 – –
PWA
773
Principia Wealth Advisory
Texas
$109 2 +2 New
CSWM
774
Cassady Schiller Wealth Management
Ohio
$54 1 +1 New
Balyasny Asset Management
775
Balyasny Asset Management
Illinois
– – -1,167,685 Closed
29 30
31
32 33