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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 %
RWM
776
Rench Wealth Management
Texas
– – -45,471 Closed
SSG
777
Summit Securities Group
New York
– – -36,398 Closed
MFS
778
Mirabella Financial Services
United Kingdom
– – -33,276 Closed
BPCE
779
Bank Pictet & Cie (Europe)
Germany
– – -30,645 Closed
SDIC
780
South Dakota Investment Council
South Dakota
– – -24,234 Closed
OTPPB
781
Ontario Teachers' Pension Plan Board
Ontario, Canada
– – -23,961 Closed
BA
782
Bridgewater Associates
Connecticut
– – -22,329 Closed
MHS
783
M Holdings Securities
Oregon
– – -19,323 Closed
PP
784
Prudential plc
United Kingdom
– – -13,558 Closed
SAG
785
SageView Advisory Group
California
– – -13,461 Closed
ACMA
786
Arbor Capital Management (Alaska)
Alaska
– – -10,161 Closed
RCMF
787
RK Capital Management (Florida)
Florida
– – -8,400 Closed
PWM
788
Perigon Wealth Management
California
– – -8,078 Closed
Marshall Wace
789
Marshall Wace
United Kingdom
– – -6,600 Closed
CIA
790
Capital Investment Advisors
Georgia
– – -5,872 Closed
Man Group
791
Man Group
United Kingdom
– – -5,717 Closed
OWA
792
Octavia Wealth Advisors
Ohio
– – -5,297 Closed
IAN
793
Integrated Advisors Network
Texas
– – -5,248 Closed
IMCOOI
794
Investment Management Corp of Ontario (IMCO)
Canada
– – -5,029 Closed
PJWM
795
Philip James Wealth Mangement
Georgia
– – -4,232 Closed
TCM
796
Telos Capital Management
California
– – -4,230 Closed
WS
797
Wedbush Securities
California
– – -4,183 Closed
NWM
798
Napa Wealth Management
California
– – -4,022 Closed
BC
799
Bridgefront Capital
Texas
– – -3,927 Closed
PL
800
Plancorp LLC
Missouri
– – -3,840 Closed
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32
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